Work With Me — The CFO Operating System

Advisory session around the boardroom table

The CFO Clarity Snapshot

A focused first look at where cash breaks — the 5C Diagnosis run on your real numbers.

Free intro · $497

Foundation Build

Messy books rebuilt into financials you can run on. Zero-variance reconciliation, clean statements, a chart of accounts that tells the truth.

$7,500–10,500

90-Day Cash Flow Reset

Stabilize liquidity with a rolling 13-week forecast. Stabilize, optimize, build — the sprint from the book, installed.

$4,500/mo × 3

CFO Advisory

Ongoing CFO-level reporting and decision support — the operating system, running month after month.

$5,500/mo

WHO THIS IS FOR

Founder-led, $2M–$20M

Owners who run real businesses and want CFO-level clarity without a full-time hire.

DEEP BENCHES

Childcare & ECE · Faith-based · Nonprofits

Sectors where I’ve done the reconciliations, the acquisitions, and the board work myself.

Childcare CFO →

HOW IT STARTS

One conversation

Thirty minutes, your numbers, no pitch. If the system fits, you’ll know before we hang up.

A different situation

Buying a business? Start somewhere else.

The ladder above is for a business you already own. If you are about to buy one, the work is different and it happens once.

Deal Review

Before you sign. I rebuild the seller’s numbers so you know what you are actually purchasing, normalize owner compensation to what a real replacement costs, and tell you what to negotiate — and what would make me walk. Two to four weeks.

What I check →

$4,500 flat

Priced deliberately below a formal quality-of-earnings review, which typically runs $6,000–$20,000 and is rarely commissioned on deals under about a million dollars. That gap is where most owner-operated businesses actually trade.

Not ready for a call?

Tell me about your business instead.

Three fields, no obligation. I read every one of these myself and reply personally — usually within one business day.

The engagement ladder