What the seat does
- Reads the numbers forward, not backward
- Keeps a cash view that looks months ahead
- Works one governing constraint at a time
- Prepares you for the bank before you need it
- Judges every decision for profit and for value
How it works
Six weeks of insight. Then a seat at the table.
Every engagement starts with a fixed six-week Strategic Insight Intensive built on what your numbers actually say. Then you decide on the ongoing CFO seat.
The Strategic Insight Intensive
Turn your financial data into better decisions, stronger cash flow and smarter growth.
Diagnose before prescribe. The plan you see on day one is a starting hypothesis, confirmed or changed at the end of week one. One working session and focused analysis each week, so it fits inside a full owner's calendar.
- Week 1
The baseline
A full working day together. Your goals for the business and for your life, a structured look at how the business runs, a first pass through the financials, and a working view of what the business is worth today.
- Week 2
The quick win
The biggest lever that can move profit fastest, sized in dollars and ready to act on.
- Weeks 3 and 4
Built around you
Tailored to what week one found: cash, pricing, labor, spending, capacity, wherever the numbers point.
- Week 5
The long lever
The change that moves profit and value most over time, with what it takes to get there.
- Week 6
The plan forward
What you now know, what to do next, and whether the ongoing CFO seat is the right move. Nothing is sold before this point.
After six weeks
The ongoing CFO seat.
What it is not
- A report service that sends you a binder
- A replacement for your CPA or tax preparer
- Someone who runs your departments for you
- A sales pitch for the next engagement