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— Services for $1M–$10M service businesses

Install the financial systems that protect margin while you scale.

Six embedded CFO services — built for founder-led service businesses — without the overhead of a full-time hire. You get clarity, control, and a 90-day priority list on the first call.

Book a Financial Strategy Call

Free 45-minute diagnostic · No sales script · Reply within 24h

+40%
Avg. cash flow lift
$380K
Avg. cost savings found
Forecast accuracy
95%
Client retention

Six Embedded Services

Every service maps to a P&L outcome.

Pick the one that matches your bottleneck — we'll tell you which to install first on the strategy call.

01

Fractional CFO Leadership

Executive-level financial direction without full-time overhead. We embed in your team to design structure, discipline, and clarity for every key decision.

  • Weekly strategy meetings with leadership
  • Quarterly forecasting and planning
  • Investor and partner financial communication
  • Scalable financial architecture design
02

Cash Flow Engineering

Eliminate cash surprises and build predictability. Your cash flow stops being an unknown and becomes a strategic tool.

  • 13-week projection models
  • Cash conversion cycle optimization
  • Collections and reserve strategies
  • Real-time financial alerts
03

Financial Intelligence & Reporting

Data that drives decisions, not reports that collect dust. Absolute visibility on margins, efficiency, and performance.

  • Custom financial KPIs
  • Real-time executive dashboards
  • Profitability by business line
  • Competitive benchmark
04

Capital Strategy & Investor Readiness

We prepare your company to attract, structure, and close capital with disciplined financial footing.

  • Fundraising financial models
  • Investor narrative
  • Structured data room
  • Negotiation support
05

Profit Acceleration & Pricing

We detect margin leaks and redesign your pricing structure to maximize profit without slowing growth.

  • Profitability analysis by service
  • Pricing re-engineering
  • Client-mix optimization
  • Margin expansion plan
06

Operational Cost Optimization

We don't cut for cutting's sake. We eliminate structural inefficiency and strengthen your financial position.

  • Full cost audit
  • Strategic vendor renegotiation
  • Operational structure optimization
  • Per-unit efficiency models

Not sure which service you need first?

That's exactly what the strategy call is for. 45 minutes. Free.

Book a Financial Strategy Call

Objections, Handled

The questions every founder asks before booking the call.

Start with the diagnostic, not the service.

In 45 minutes we identify where you're losing money, visibility, or control — and which system to install first. Walk away with a 90-day priority list, even if we never work together.