CFO Retainer

Monthly finance leadership to steer growth, protect cash, and keep profit on track.

$5k/mo Monthly cadence For scaling teams/revenue
Talk to a CFO — $5k/mo Start with the $997 Audit

If you haven’t installed your % targets and weekly transfers yet, begin with the Audit—we can credit it if you upgrade.

What we do each month

  • Budget & forecast — rolling 13-week cash + 12-month P&L/CF
  • Monthly close review & KPIs — variance, runway, unit economics
  • Pricing & margin oversight — margin floor, offer mix, discounts
  • OPEX guardrail — approvals, 30-day payback rule, vendor terms
  • Initiative ROI — ads/channels, projects, hiring decisions
  • Board/leadership pack — crisp narrative, charts, decisions
Weekly: cash review & actions
Monthly: close review & plan
Quarterly: strategy & model refresh
Ad-hoc: pricing / vendor / capital

Your first 30 days

  • Week 1: Kickoff, data hookups, baseline KPIs & risks
  • Week 2: Forecast v1, OPEX guardrail, weekly sweeps check
  • Week 3: Pricing/margin review, initiative backlog & ROI rules
  • Week 4: Leadership/board pack; 90-day priorities locked

What we need to start

  • View access to accounting + banks/cards (exports or read-only)
  • Last 6–12 months P&L by month; current AR/AP aging
  • Ad/channel spend by month; pricing/offer list

We’ll send a secure folder request; redacted PDFs/CSVs are fine.

Who this is for

  • Growing teams with multiple products/channels
  • Leads/board want predictable cash & clear KPIs
  • Ready to act on pricing, OPEX, and hiring decisions

Who it’s not for

  • Acute cash crisis (short on bills) — choose Fix Cash
  • No baseline books or unwilling to connect data
  • Seeking bookkeeping only (we don’t do bookkeeping)
What’s included vs. not?
Included: analysis, planning, reviews, pricing/margin work, vendor/terms support, leadership/board packs. Not included: bookkeeping, tax filings, legal, collections. We can coordinate with your providers.
How do we work together?
Weekly working session (30–45m), monthly close review, and a shared scorecard with owners & due dates.
Can we start with a smaller engagement?
Yes—begin with the $997 Audit. We’ll credit it if you upgrade to the Retainer.
Talk to a CFO — $5k/mo Start with the $997 Audit

We work with a limited number of clients to keep response time tight.

Not sure it pays for itself? Run the 2-min ROI check →

CFO Retainer (monthly) — landing page blocks

3 positives

  • Growth potential is real.

  • You have capable people.

  • You want decisions on time.

Problem

  • Growth adds noise—spend and headcount outpace margin; decisions drift.

Solution

  • Monthly finance leadership: clear numbers, simple reviews, timely calls, profit protected.

What do you need help with?

  • Budget/forecast you can steer weekly

  • Month-end close review + KPI narrative

  • Pricing/OPEX oversight and approvals

Did you know

  • Most “scaling” pain is late decisions, not missing data.

What’s included?

  • 13-week cash + 12-month P&L/CF

  • Weekly working session; month-end review

  • Decision log, initiatives, ROI rules

  • Quarterly reset and priorities

3 benefits

  • Revenue up while target profit holds.

  • Faster yes/no on projects and hires.

  • Founder is no longer the bottleneck.

Features (benefit → deeper meaning)

  • Operating Reviews — decisions on schedule — momentum without thrash.

  • Guardrails & Approvals — protect margin — growth that pays for itself.

  • Leadership Pack — crisp story + charts — board-ready in minutes.

Wildcards

  • Objection: “We have a finance person.” → We lead decisions and rhythm; they keep books flowing.

  • Who we’re for: teams juggling products/channels who want predictable cash.

  • Us vs them: report-delivery services; we drive the calls that move money.