A CFO's view of your numbers, without a CFO's salary.
Bookkeeping tells you what happened. CFO-level advisory helps you decide what to do next.
When you've outgrown just bookkeeping
Clean books are the floor, not the finish line. As you grow, you need to read them: where cash is really going, which parts of the business are healthy, and what the next hire or price change does to your runway. That is what this tier adds, on top of everything in your plan.
What's included
- A senior advisory review of your numbers, not just a report dropped in your inbox.
- The handful of metrics that actually move your business, tracked over time.
- Cash-flow visibility so you see problems 60 to 90 days out, not after they hit.
- Budgeting and straightforward forecasting you can actually use.
- A regular working session to talk through the decisions in front of you.
- Reporting built for how you run your business, not a generic template.
How it works
Your dedicated Client Partner stays your point of contact and brings senior advisory into your monthly or weekly review. You get one person who knows your business and can talk through the real decisions, backed by numbers you can trust because the same team keeps them.
Good to know
CFO-tier advisory is guidance on your business finances. It is not investment, legal, or tax advice. When a decision needs a specialist, we will tell you plainly rather than wing it.
Pricing. CFO and advisory is $500 a month, on top of your plan. See pricing for plans and add-ons.
Run the business on numbers you trust.
Fifteen minutes, no pressure. We'll show you the reporting and the conversation.