
1,260-point financial audit system

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

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

Testimonials
This isn’t advice. This is transformation.
Our Engagement Tiers
Real feedback, Real Results.
Guaranteed to Deliver ROI, Tailored To Your Stage

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.
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.
Most CEOs rely on gut math or outdated multiples.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.
Scaling Strains
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Most CEOs rely on gut math or outdated multiples.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 Rebuild 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.

How We Think
This Isn’t A Service, It’s Strategic Membership
We only work with a small number of founder-led businesses each quarter—because we don’t guess. We guarantee results. Each engagement starts with a discovery call + short application to see if your business qualifies for:
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.
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















