Not a bookkeeper. Not a CPA. A real financial partner who builds systems, delivers clarity, and tells you what to do next — every single month.
Scoped to your business. Priced for your stage. Every engagement starts with a free 30-min call — no pitch, just clarity.
Your complete financial story every month — P&L, Balance Sheet, Cash Flow — with a written CFO narrative explaining what happened, why it matters, and exactly what to do next.
A custom command center that updates as your data does — not once a month. Cash position, KPIs, and trend lines visible to your whole team at any moment, on any device.
Accurate, properly categorized books every month. The foundation everything else is built on — done right the first time, so every downstream report actually means something.
A 13-week rolling model so you know when you'll run short — before it happens. Best, base, and worst-case scenarios built in and updated every month with your actual data.
We build your annual budget, track variance monthly, and tell you exactly what's driving every gap — no spreadsheet archaeology required.
Board decks, investor updates, and financial models that tell a compelling story and hold up in a diligence process. We make your numbers work hard for you.
A real TurnkeyCFO Monthly Analytics Report — built for a nonprofit client. KPI cards, trend charts, donor analytics, and written CFO commentary. All in one place. Always live.
Three phases. No surprises. Real results from month one.
Pick a time that works. 30 minutes. No pitch — just an honest conversation about your financials and whether we're a fit.
Book a free 30-minute assessment call. We'll tell you exactly what we'd do for your business — and what it costs.
📅 Book my Free Assessment Call