You built it. Now the numbers are running you, not the other way around.
Fractional CFO leadership for founder-led businesses between $2M and $10M in revenue.
- You make most decisions from the bank balance, because that is the number you can see.
- You cannot say, with confidence, which products or clients actually make money.
- The surprise tax bill, the payroll scare, the deal you could not produce financials for fast enough. You have lived at least one of these.
This is normal at your stage. It is also fixable.
Where we start
We apply the Clarity Code to a founder-led business, in order, never skipping the foundation.
In the first thirty days we get the books trustworthy and stand up a 13-week cash forecast, so you stop making decisions in the dark.
By sixty days we have closed a month under our cadence and surfaced the two or three things that will move the business this quarter.
By ninety days the reporting rhythm is live and you can see profitability by the lines that matter, not just the bank balance.
What changes
- From bank-balance decisions to a 13-week forecast you actually use.
- From a shoebox of receipts to a dashboard that closes monthly.
- From firefighting to planning, because you can see what is coming.
Common triggers
The moments that bring founder-led companies to us:
- Your CPA told you that you need more than a bookkeeper.
- A surprise tax bill landed and nobody saw it coming.
- A large opportunity arrived and you could not produce the financials fast enough.
- A board member or banker started asking questions you could not answer cleanly.
When we are not the right fit
If you are pre-revenue or under $1M, you do not need us yet. You need clean bookkeeping and a tax preparer who returns your calls.
We will tell you that on the call, and point you toward people we trust who serve that stage well.
A founder-led services company came to us running the business off the bank balance and a gut feeling. The work was good. The math behind the work was invisible.
We built the foundation first: trustworthy books, a 13-week forecast, and profitability by client and service line. Within a quarter the founder could see which work paid and which work only looked like it did, and started pricing accordingly.
Founder-Led and Early-Stage: common questions
When does a founder-led business need a fractional CFO instead of a bookkeeper?
When the decisions have outgrown the records. A bookkeeper tells you what happened. A CFO tells you what it means and what to do next. The usual trigger is a surprise tax bill, an opportunity you could not produce financials for fast enough, or a banker asking questions you could not answer cleanly.
What happens in the first ninety days?
In the first thirty days we make the books trustworthy and stand up a 13-week cash forecast. By sixty days we have closed a month under our cadence and surfaced the two or three things that will move the quarter. By ninety days the reporting rhythm is live and you can see profitability by the lines that matter.
Is my business too small for a fractional CFO?
If you are pre-revenue or under $1M in revenue, yes. What you need is clean bookkeeping and a tax preparer who returns your calls, and we will say so on the call and point you toward people we trust at that stage. Between $2M and $10M is where this work starts paying for itself.
What does a 13-week cash forecast actually change?
It moves you off the bank balance. The bank balance tells you about today. A 13-week forecast tells you which weeks are tight, which decisions can wait, and which cannot. Most founders find the first version uncomfortable and the third version hard to work without.
If your numbers are not telling you the truth, let us talk.
Book a 30-minute Clarity Call. We will tell you what we see and whether ongoing CFO leadership is the right next step, or whether something smaller will get you what you need.