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2k+ professionals are already ahead of you.
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Build A Valuable, Scalable Business
For CEOs of $3M–$100M+ companies ready to scale revenue, profit, and valuation.

1,260-point financial audit system

1,260-point financial audit system

Growth CFOs who’ve scaled companies from $3M to $200M+

Growth CFOs who’ve scaled companies from $3M to $200M+

ROI or your money back (100% guarantee)

ROI or your money back (100% guarantee)
Our Insights Are Featured In

Testimonials
What 7-, 8-, and 9-Figure CEOs Say About Growth CFO
“Our reports were late, our margins were unclear, and I couldn’t lead what I didn’t understand. This team changed that.”
Founder
$14 Million Distribution Company
"We thought we needed a CFO. What we really needed was a financial overhaul—and that’s what Growth CFO delivered in 5 weeks"
CEO
$9 Million Healthcare Company
“We unlocked $45K in cash flow in just 3 weeks.”
Managing Partner
$9M Law Firm
$180K returned within 3 days — game changer.”
Owner
$14M Commercial Construction Firm
“Our reports were late, our margins were unclear, and I couldn’t lead what I didn’t understand. This team changed that.”
Founder
$14 Million Distribution Company
"We thought we needed a CFO. What we really needed was a financial overhaul—and that’s what Growth CFO delivered in 5 weeks"
CEO
$9 Million Healthcare Company
“We unlocked $45K in cash flow in just 3 weeks.”
Managing Partner
$9M Law Firm
$180K returned within 3 days — game changer.”
Owner
$14M Commercial Construction Firm
“Our reports were late, our margins were unclear, and I couldn’t lead what I didn’t understand. This team changed that.”
Founder
$14 Million Distribution Company
"We thought we needed a CFO. What we really needed was a financial overhaul—and that’s what Growth CFO delivered in 5 weeks"
CEO
$9 Million Healthcare Company
“We unlocked $45K in cash flow in just 3 weeks.”
Managing Partner
$9M Law Firm
$180K returned within 3 days — game changer.”
Owner
$14M Commercial Construction Firm
“Our reports were late, our margins were unclear, and I couldn’t lead what I didn’t understand. This team changed that.”
Founder
$14 Million Distribution Company
"We thought we needed a CFO. What we really needed was a financial overhaul—and that’s what Growth CFO delivered in 5 weeks"
CEO
$9 Million Healthcare Company
“We unlocked $45K in cash flow in just 3 weeks.”
Managing Partner
$9M Law Firm
$180K returned within 3 days — game changer.”
Owner
$14M Commercial Construction Firm
“Our reports were late, our margins were unclear, and I couldn’t lead what I didn’t understand. This team changed that.”
Founder
$14 Million Distribution Company
"We thought we needed a CFO. What we really needed was a financial overhaul—and that’s what Growth CFO delivered in 5 weeks"
CEO
$9 Million Healthcare Company
“We unlocked $45K in cash flow in just 3 weeks.”
Managing Partner
$9M Law Firm
$180K returned within 3 days — game changer.”
Owner
$14M Commercial Construction Firm
“Our reports were late, our margins were unclear, and I couldn’t lead what I didn’t understand. This team changed that.”
Founder
$14 Million Distribution Company
"We thought we needed a CFO. What we really needed was a financial overhaul—and that’s what Growth CFO delivered in 5 weeks"
CEO
$9 Million Healthcare Company
“We unlocked $45K in cash flow in just 3 weeks.”
Managing Partner
$9M Law Firm
$180K returned within 3 days — game changer.”
Owner
$14M Commercial Construction Firm
“Our reports were late, our margins were unclear, and I couldn’t lead what I didn’t understand. This team changed that.”
Founder
$14 Million Distribution Company
"We thought we needed a CFO. What we really needed was a financial overhaul—and that’s what Growth CFO delivered in 5 weeks"
CEO
$9 Million Healthcare Company
“We unlocked $45K in cash flow in just 3 weeks.”
Managing Partner
$9M Law Firm
$180K returned within 3 days — game changer.”
Owner
$14M Commercial Construction Firm
“Our reports were late, our margins were unclear, and I couldn’t lead what I didn’t understand. This team changed that.”
Founder
$14 Million Distribution Company
"We thought we needed a CFO. What we really needed was a financial overhaul—and that’s what Growth CFO delivered in 5 weeks"
CEO
$9 Million Healthcare Company
“We unlocked $45K in cash flow in just 3 weeks.”
Managing Partner
$9M Law Firm
$180K returned within 3 days — game changer.”
Owner
$14M Commercial Construction Firm
Our Engagement Tiers
Real options, Real Results
Guaranteed to Deliver ROI, Tailored To Your Stage
5-Week Sprint
1,260-point ROI discovery audit
Dedicated Growth CFO + Ops/Systems + Analyst team
Cleanup of books & reporting gaps
Build 13-week cash forecast
Weekly huddles
Margin visibility by product/service
Limited access to core features.
Hiring & tech roadmap (what to add/cut)
Vendor/contract cost review
Pricing model review & adjustments
Quick wins → unlock first five-figure ROI
5-Week Sprint
Real-time dashboards: cash, margin, valuation KPIs
90-day strategic plan with department targets
Rolling forecasts + scenario planning
Project/job-level profitability tracking
Bench planning; founder → fractional transition
Upgrade ERP/finance tools if needed
Weekly flash reports + decision cadence
Partner/CEO financial coaching for clarity
Department leads financial coaching for clarity and alignment.
5 week sprint + Strategic Scale
M&A target mapping + valuation roadmap
Quality of earnings (QoE)-style prep
Due diligence–ready data room
Certificate of completion
Limited access to core features.
Partner comp + succession modeling
Customer concentration + risk analysis
Working capital optimization (DSO/DIO/DPO)
Exit readiness playbook → EBITDA lift + multiple expansion
Strategic investor/board-level reporting packs
5-Week Sprint
1,260-point ROI discovery audit
Dedicated Growth CFO + Ops/Systems + Analyst team
Cleanup of books & reporting gaps
Build 13-week cash forecast
Weekly huddles
Margin visibility by product/service
Limited access to core features.
Hiring & tech roadmap (what to add/cut)
Vendor/contract cost review
Pricing model review & adjustments
Quick wins → unlock first five-figure ROI
5-Week Sprint
Real-time dashboards: cash, margin, valuation KPIs
90-day strategic plan with department targets
Rolling forecasts + scenario planning
Project/job-level profitability tracking
Bench planning; founder → fractional transition
Upgrade ERP/finance tools if needed
Weekly flash reports + decision cadence
Partner/CEO financial coaching for clarity
Department leads financial coaching for clarity and alignment.
5 week sprint + Strategic Scale
M&A target mapping + valuation roadmap
Quality of earnings (QoE)-style prep
Due diligence–ready data room
Certificate of completion
Limited access to core features.
Partner comp + succession modeling
Customer concentration + risk analysis
Working capital optimization (DSO/DIO/DPO)
Exit readiness playbook → EBITDA lift + multiple expansion
Strategic investor/board-level reporting packs
5-Week Sprint
1,260-point ROI discovery audit
Dedicated Growth CFO + Ops/Systems + Analyst team
Cleanup of books & reporting gaps
Build 13-week cash forecast
Weekly huddles
Margin visibility by product/service
Limited access to core features.
Hiring & tech roadmap (what to add/cut)
Vendor/contract cost review
Pricing model review & adjustments
Quick wins → unlock first five-figure ROI
5-Week Sprint
Real-time dashboards: cash, margin, valuation KPIs
90-day strategic plan with department targets
Rolling forecasts + scenario planning
Project/job-level profitability tracking
Bench planning; founder → fractional transition
Upgrade ERP/finance tools if needed
Weekly flash reports + decision cadence
Partner/CEO financial coaching for clarity
Department leads financial coaching for clarity and alignment.
5 week sprint + Strategic Scale
M&A target mapping + valuation roadmap
Quality of earnings (QoE)-style prep
Due diligence–ready data room
Certificate of completion
Limited access to core features.
Partner comp + succession modeling
Customer concentration + risk analysis
Working capital optimization (DSO/DIO/DPO)
Exit readiness playbook → EBITDA lift + multiple expansion
Strategic investor/board-level reporting packs

Problem Recognition
Do Any of These Sound Familiar?
Cash Flow Crunch
Are month-end balances a mystery until it’s too late? Many $5M–$25M CEOs discover rapid growth actually worsens cash stress. Our audit exposes leaks and installs a 13-week forecast so you can scale without panic.
Cash Flow Crunch
Are month-end balances a mystery until it’s too late? Many $5M–$25M CEOs discover rapid growth actually worsens cash stress. Our audit exposes leaks and installs a 13-week forecast so you can scale without panic.
Cash Flow Crunch
Are month-end balances a mystery until it’s too late? Many $5M–$25M CEOs discover rapid growth actually worsens cash stress. Our audit exposes leaks and installs a 13-week forecast so you can scale without panic.
Eroding Margins
Top-line growth often hides weak pricing or unprofitable work. We’ll reveal which clients/projects are dragging margins and reset your pricing and reporting to put profit back on track.
Eroding Margins
Top-line growth often hides weak pricing or unprofitable work. We’ll reveal which clients/projects are dragging margins and reset your pricing and reporting to put profit back on track.
Eroding Margins
Top-line growth often hides weak pricing or unprofitable work. We’ll reveal which clients/projects are dragging margins and reset your pricing and reporting to put profit back on track.
Valuation Fog
Do you actually know what your business is worth today?
Most CEOs rely on gut math or outdated multiples. Buyers don’t. They want clean books, forecasts, and predictable cash. This blind spot is so common, Kirk McLaren wrote the Forbes-published book The Growth CFO Void about it
Valuation Fog
Do you actually know what your business is worth today?
Most CEOs rely on gut math or outdated multiples. Buyers don’t. They want clean books, forecasts, and predictable cash. This blind spot is so common, Kirk McLaren wrote the Forbes-published book The Growth CFO Void about it
Valuation Fog
Do you actually know what your business is worth today?
Most CEOs rely on gut math or outdated multiples. Buyers don’t. They want clean books, forecasts, and predictable cash. This blind spot is so common, Kirk McLaren wrote the Forbes-published book The Growth CFO Void about it
The CFO Dilemma
Hiring a CFO is costly — and 70% of first hires fail within 18 months. We offer a smarter path: coach your current team, or run a 5-Week Sprint before making a high-stakes hire.
The CFO Dilemma
Hiring a CFO is costly — and 70% of first hires fail within 18 months. We offer a smarter path: coach your current team, or run a 5-Week Sprint before making a high-stakes hire.
The CFO Dilemma
Hiring a CFO is costly — and 70% of first hires fail within 18 months. We offer a smarter path: coach your current team, or run a 5-Week Sprint before making a high-stakes hire.
Scaling Strains
Are the systems that worked at $5M now breaking at $25M?
Spreadsheets buckle. Reporting lags. Month-end takes weeks. We rebuild finance systems so you scale smoothly, with dashboards and controls that keep pace with growth.
Scaling Strains
Are the systems that worked at $5M now breaking at $25M?
Spreadsheets buckle. Reporting lags. Month-end takes weeks. We rebuild finance systems so you scale smoothly, with dashboards and controls that keep pace with growth.
Scaling Strains
Are the systems that worked at $5M now breaking at $25M?
Spreadsheets buckle. Reporting lags. Month-end takes weeks. We rebuild finance systems so you scale smoothly, with dashboards and controls that keep pace with growth.
Most CEOs rely on gut math or outdated multiples. Buyers don’t. They want clean books, forecasts, and predictable cash. This blind spot is so common, Kirk McLaren wrote the Forbes-published book The Growth CFO Void about it.
Meet Our Team
We Evolve the Finance Function for Growth-Stage Companies
You don’t need another spreadsheet. You need visibility, structure, and a system that works without you constantly checking in. So we give you a small team that delivers big results.

Growth CFO

Operations & Systems Pro

Accountant/Analyst

Growth CFO

Operations & Systems Pro

Accountant/Analyst
Growth CFO
Uncovers ROI, builds the financial roadmap, and coaches you to lead your team with confidence and clarity
Growth CFO
Uncovers ROI, builds the financial roadmap, and coaches you to lead your team with confidence and clarity
Growth CFO
Uncovers ROI, builds the financial roadmap, and coaches you to lead your team with confidence and clarity
Operations & Systems Pro
Installs dashboards, reporting infrastructure, and workflows that keep your team aligned and accountable.
Operations & Systems Pro
Installs dashboards, reporting infrastructure, and workflows that keep your team aligned and accountable.
Operations & Systems Pro
Installs dashboards, reporting infrastructure, and workflows that keep your team aligned and accountable.
Accountant/Analyst
Surfaces margin leaks, cost-to-serve insights, and cash opportunities. • P&L by project • CAC, LTV, and margin drivers • Scenario planning
Accountant/Analyst
Surfaces margin leaks, cost-to-serve insights, and cash opportunities. • P&L by project • CAC, LTV, and margin drivers • Scenario planning
Accountant/Analyst
Surfaces margin leaks, cost-to-serve insights, and cash opportunities. • P&L by project • CAC, LTV, and margin drivers • Scenario planning

How We Think
How We Think
How We Think
Built for Busy CEOs — A Light Lift
That Gets Results
You’re already running a business. You don’t need another project. That’s why our 5-Week Sprint is designed to be light lift, high impact.
View only Access
We connect securely to your accounting and banking systems with view-only access. No extra uploads. No spreadsheets. No disruption to your team’s work.
View only Access
We connect securely to your accounting and banking systems with view-only access. No extra uploads. No spreadsheets. No disruption to your team’s work.
View only Access
We connect securely to your accounting and banking systems with view-only access. No extra uploads. No spreadsheets. No disruption to your team’s work.
Weekly Huddles (30 Minutes Max)
One short weekly huddle keeps you informed while we handle the heavy lifting. You stay focused on growth — we handle the numbers.
Weekly Huddles (30 Minutes Max)
One short weekly huddle keeps you informed while we handle the heavy lifting. You stay focused on growth — we handle the numbers.
Weekly Huddles (30 Minutes Max)
One short weekly huddle keeps you informed while we handle the heavy lifting. You stay focused on growth — we handle the numbers.
3-Person Growth CFO Team
Your Growth CFO, Systems Pro, and Analyst do the work behind the scenes. You get dashboards, decisions, and measurable ROI — without the extra lift.
3-Person Growth CFO Team
Your Growth CFO, Systems Pro, and Analyst do the work behind the scenes. You get dashboards, decisions, and measurable ROI — without the extra lift.
3-Person Growth CFO Team
Your Growth CFO, Systems Pro, and Analyst do the work behind the scenes. You get dashboards, decisions, and measurable ROI — without the extra lift.
"I thought it would be a lot of work. It turned out to be the easiest process we’ve ever implemented — and it found $600K in profit we were missing."
CEO, $22M Professional Services Firm
MEMBERSHIP QUALIFICATION
Invitation-Only. Guaranteed Results From Day One.
Process
Process
Process
step1
Apply & Qualify
Every partnership starts with a short application + discovery call. We only work with a handful of founder-led firms each quarter.
- 001
step1
Apply & Qualify
Every partnership starts with a short application + discovery call. We only work with a handful of founder-led firms each quarter.
- 001
step1
Apply & Qualify
Every partnership starts with a short application + discovery call. We only work with a handful of founder-led firms each quarter.
- 001
step2
The 5-Week Sprint
If you qualify, you begin with a Sprint that guarantees measurable ROI: - $3M–$10M companies → Guaranteed $25K ROI in 5 weeks or you don’t pay - $10M+ companies → Guaranteed $100K ROI in 5 weeks or you don’t pay
- 002
step2
The 5-Week Sprint
If you qualify, you begin with a Sprint that guarantees measurable ROI: - $3M–$10M companies → Guaranteed $25K ROI in 5 weeks or you don’t pay - $10M+ companies → Guaranteed $100K ROI in 5 weeks or you don’t pay
- 002
step2
The 5-Week Sprint
If you qualify, you begin with a Sprint that guarantees measurable ROI: - $3M–$10M companies → Guaranteed $25K ROI in 5 weeks or you don’t pay - $10M+ companies → Guaranteed $100K ROI in 5 weeks or you don’t pay
- 002
step3
Implement the 1st 90-Day Sprint
If the Sprint proves fit, we expand into the partnership stage your business needs: - Foundation Tier ($3M–$10M) → Systems, hiring, and tech roadmap - Growth Tier ($10M–$25M) → Evolve your finance function into a profit and decision engine — with dashboards, reporting rhythm, and guaranteed ROI - Scale Tier ($25M–$100M) → Strategic scale, exit readiness, and M&A mapping
- 003
step3
Implement the 1st 90-Day Sprint
If the Sprint proves fit, we expand into the partnership stage your business needs: - Foundation Tier ($3M–$10M) → Systems, hiring, and tech roadmap - Growth Tier ($10M–$25M) → Evolve your finance function into a profit and decision engine — with dashboards, reporting rhythm, and guaranteed ROI - Scale Tier ($25M–$100M) → Strategic scale, exit readiness, and M&A mapping
- 003
step3
Implement the 1st 90-Day Sprint
If the Sprint proves fit, we expand into the partnership stage your business needs: - Foundation Tier ($3M–$10M) → Systems, hiring, and tech roadmap - Growth Tier ($10M–$25M) → Evolve your finance function into a profit and decision engine — with dashboards, reporting rhythm, and guaranteed ROI - Scale Tier ($25M–$100M) → Strategic scale, exit readiness, and M&A mapping
- 003
This Might Be the Most Valuable Call You Make This Year.







