Choose the engagement that fits your business
Every engagement is built on the same proven framework. The difference is depth, cadence, and the complexity of the work.
- Diagnostic baseline
- Monthly CFO cadence
- Key drivers tracked
- Living financial model
- Quarterly strategy resets
- Annual planning session
- Valuation + path to double
- Scaling infrastructure
- Aligned leadership cadence
- Proactive risk management
- Capacity + team assessment
- Marketing engine calibrated
- Enterprise value built
Pick the tier that fits. Adjust anytime.
Direct access to your CFO at every level. No gatekeepers.
Clarity, direction, and a financial picture you can finally trust.
Established businesses between $1M and $3M in revenue that have never had a clear, honest diagnosis of what is driving, and limiting, their financial performance. You know something isn’t adding up. You just haven’t had someone show you exactly what it is.
- You get a complete, documented evaluation of your business, including your team, your operations, and the financial drivers that actually determine your results.
- You stop guessing about what to fix first. Your highest-leverage priorities are identified, sequenced, and tracked in a system you can see.
- You have a monthly operating rhythm that is structured, consistent, and focused on what matters most, instead of reactive meetings that solve the wrong problems.
- You know what your key business drivers are and whether they are moving in the right direction, before the financial statements tell you something went wrong.
A business that runs with more clarity, less chaos, and a financial picture you understand and trust.
From financial clarity to a plan that actually produces growth.
Businesses between $3M and $15M in revenue that are growing but not sure if the growth is healthy, sustainable, or heading somewhere specific. You have momentum. What you need is a financial model that shows you what the momentum is worth, and a strategic partner who helps you direct it.
- Everything in the Foundation tier, plus a living financial model that connects your business decisions to your actual economics, so you stop managing by feeling and start leading by evidence.
- You understand, for the first time, exactly what your business is worth financially and what it would take to double it, with the specific drivers, targets, and scenarios that make the path real.
- Your quarterly rhythm shifts from reactive to strategic. Every ninety days, the model gets updated, the priorities reset, and the business advances against a plan rather than improvising against circumstances.
- You have the annual planning session that most businesses at your size have never had, a full-day working session that produces a specific, financially grounded plan for the year ahead.
A business that grows deliberately, with a model that shows what growth costs, what it is worth, and exactly what needs to happen to get there.
Strategic financial leadership for businesses ready to build something genuinely valuable.
Businesses between $15M and $50M in revenue with real organizational complexity. Multiple revenue streams, a leadership team that needs alignment, and growth ambitions that require C-suite financial thinking without a full-time CFO. You are not looking for an advisor. You are looking for a strategic operating partner.
- Everything in the Growth tier, plus deep scaling infrastructure. Your team evaluated against the demands of the next stage, your capacity chain assessed against your growth plan, and your marketing engine calibrated to what the business can actually absorb.
- Your leadership team operates from a shared financial picture. Decisions get made with current data, in a structured cadence, without the founder being the bottleneck in every conversation about money.
- Risk gets managed proactively. Tax exposure, covenant compliance, concentration risk, insurance gaps, all caught and addressed before they become crises that cost more to fix than to prevent.
- The business begins building genuine enterprise value. Not just revenue, but the documented systems, financial discipline, and organizational maturity that make the business worth considerably more than its top line suggests.
A business worth more than its top line implies, built on systems, discipline, and organizational maturity that scale with or without the founder.
The question each tier answers
“What’s actually going on in my business?”
The question every owner eventually asks when the growth curve flattens or the numbers stop matching the story you have been telling yourself. Foundation answers it directly, with an honest diagnosis of what is driving and limiting your results, and a monthly rhythm that keeps the answer current as the business changes.
Schedule a Discovery Call →“How do I grow without breaking what works?”
The question owners face when momentum meets complexity. Growth engagements build a living financial model that turns intuition into evidence, so every decision about scaling, hiring, or investing is made against what the business can actually support. You still move fast. You move on numbers that add up.
Schedule a Discovery Call →“How do I build something worth more than revenue?”
The question owners face when revenue has scaled but enterprise value hasn’t caught up. Scale engagements build the systems, the discipline, and the organizational maturity that translate top-line into a company worth selling, or worth running indefinitely on the strength of its own infrastructure.
Schedule a Discovery Call →Senior financial leadership your business can actually afford
A full-time CFO at this caliber is a commitment most owner-led businesses on the Central Coast aren’t ready to absorb. The fractional model delivers the same depth of thinking, scoped to where the business is right now, with proactive tax work that frequently offsets a real share of the engagement. Every tier draws from the full range of services included, adjusting as the business does.
- Same strategic caliber as a full-time CFO
- Priced for the scale of the business not the scale of a full-time CFO
- No benefits/equity/overhead costs
- Tax savings that offset the investment
- Engagement scoped to your needs
- Scale up or down as needs change
