Service
Virtual CFO
Your fractional financial executive. We sit at the table for the decisions that matter.
What It Is
An embedded financial leadership engagement. We don't just report the past — we model the future. Pricing strategy, hiring decisions, capital allocation, and exit planning, all with a CFO-grade lens.
Who It's For
This engagement fits a specific operator profile. If your business looks like one of the below, the math typically works.
- 01Companies $1M–$15M in revenue without a full-time CFO
- 02Founders making decisions they need a financial sounding board for
- 03Owners considering acquisitions, partner buyouts, or capital raises
- 04Operators ready to professionalize financial decision-making
What's Included
Every engagement is fixed-fee and scoped in writing. No hourly billing, no surprise invoices.
- 01Monthly strategic finance meetings with the owner/CEO
- 02Annual operating budget and rolling 13-week cash flow
- 03Pricing, margin, and unit economics analysis
- 04Hiring and compensation modeling
- 05KPI dashboard tailored to your business model
- 06Banking, financing, and lender relationships when needed
What You Can Expect
A clear path from first call to ongoing partnership.
Strategy Call
30 minutes. We confirm fit and identify your two or three biggest opportunities.
Deep Dive
We review prior returns, books, and structure. Quantified opportunities documented.
Roadmap
Written plan with specific moves, timing, and projected dollar impact.
Execution
Filings, elections, and structural changes implemented on schedule.
Ongoing Partnership
Monthly check-ins, quarterly projections, year-round advisory.
Related Services
Other ways we help operators.
Next Step
Ready to Move on This?
Book a 30-minute strategy call. We'll tell you within the hour whether this engagement is the right next step.
From Philadelphia · Serving Operators Nationwide