CFO Consulting
You’ve got clean books. Now make them make you money.
Monthly cash flow strategy for service-based businesses ready to grow — without hiring a full-time CFO.
Good bookkeeping tells you what happened. CFO consulting tells you what to do next. For service-based businesses generating $500K–$5M in revenue, we provide monthly financial strategy focused on the one thing that quietly kills most growing businesses: cash flow.
You don’t need a full-time CFO. You need someone who has seen this a hundred times, knows the levers that actually move cash, and will sit next to you every month as you pull them.
What’s included - every month
Cash flow forecasting. Know what’s coming in, what’s going out, and what you can actually spend — 60, 120, 180 days out. No more end-of-month surprises.
Pricing & margin analysis. Are your services actually making money? We tell you, line by line — which offers to grow, which to reprice, and which to kill.
Monthly strategy session. A 60-minute working call to review last month’s results, pressure-test upcoming decisions, and plan the next 30 days.
Actionable Steps. Financial strategies translated to operational baby steps you can implement today.
A KPI dashboard built for your business. The four to six numbers you should be watching every week — not a 40-row report you’ll never open.
On-call support between sessions. Voice memos, quick questions, and gut checks before you sign a contract, take on debt, or make a hire.
Who it’s for
Service businesses that are busy, profitable on paper (or getting there), but still feel tight on cash. Agencies scaling past the first few hires. Contractors with big receivables and bigger payables. Med spas and clinics where a bad month can eat a good quarter. If that’s you, a CFO partner pays for itself in the first cash flow decision we make together.
Who it’s not for
Businesses under $250K in revenue, or businesses without clean books yet. If your books are a mess, we start there — clean-up first, strategy second. You can’t steer with a broken dashboard.
Ready to take the next step to business success?
It starts with a simple discovery call. Tell us your pain points, your personal and business goals — we’ll work with you to determine if we can get you there. No hard sell.