Services
A CFO is an office. We staff all of it.
Four floors, one building. Click any floor to see what it does and what you get. Most clients start at the bottom.
The four floors
Bottom floor first. Nothing above it counts if it’s wrong.
Outside the officeTax, audit, attestation, payroll filing — your CPA and your payroll provider. We are not a CPA firm.
How an engagement runs
Three stages. Each one earns the next.
Stage 1 · The Read
We look first.
A short check of your systems, money flow and reports. You get a memo.
Fixed fee · Free if it finds less than it costs →Stage 2 · The BuildThen we build.
The floors you need, in order, on the software you already run.
Fixed price · 90-day fix guarantee →Stage 3 · The Standing ReviewThen we keep it running.
Books closed, report delivered, thirty minutes with us. Every month.
Monthly →Who’s behind it
Big Four transaction advisory. Buy-side diligence on private equity deals at a global bank. We’ve been the people sent in to check whether a company’s numbers hold up.
Your industry
Not sure which floor you need?
That’s what the Read is for.
Fixed fee, a plain memo, and you don’t pay if it finds less than it costs.