Schedule a Clarity Call
This is a calm, practical conversation about your business, your books, and what level of support makes sense — not a high-pressure sales call.
What happens on this call?
In 30–45 minutes, we will:
- Talk about your business, income streams, and current systems
- Look at where your books and cash flow feel unclear or stressful
- Identify whether you need cleanup, monthly support, or both
- Discuss Starter vs. Core and what’s realistic right now
You can ask any questions about pricing, scope, or how the monthly rhythm works. If it isn’t the right fit, you’ll still leave with more clarity than you came with.
Who this call is for
- Owners who want clean, reliable books every month
- Businesses that are tired of scrambling at tax time
- Nonprofits and mission-driven orgs that must stay audit-ready
- People who want to understand their numbers, not just collect reports
If you’re just price-shopping with no intention of getting organized, this probably isn’t the right service. If you’re serious about structure, you’re in the right place.
Choose a time that works for you
Pick a time on the calendar below. You’ll receive a confirmation email and reminder.
Quick questions about the call
Is there a cost for this call?
No. The clarity call is complimentary. It’s a chance for both of us to see whether CFO Enrollment is the right structure for what you’re trying to do.
Do I need my books organized before the call?
No. In fact, many people come precisely because their books are not organized. You don’t need to prepare reports; just be ready to talk honestly about your current situation.
What should I bring to the conversation?
You don’t need anything formal. If it’s easy, have:
- Your current accounting system name (if you use one)
- A rough sense of your monthly revenue range
- Any major concerns (cash flow, pricing, taxes, payroll, etc.)
What happens after the call?
If it feels like a fit, you’ll receive a simple summary and recommendation: cleanup, Starter, Core, or a focused project like Pro Forma & Pricing. From there, you decide whether to move forward.
Ready when you are.
Pick a time that works, and we’ll walk through your numbers together.
Open the calendar