Trusted CFO leadership to guide your strategy, safeguard compliance, and unlock capital.
Designed for funded startups, growth-stage companies, and family businesses that need financial clarity and investor-ready reporting – without the cost of a full-time CFO.
$200M+ in financing supported
Audit-ready compliance
LA-based, national reach
Clarity, control, and capital – without hiring inouse
Most firms offer bookkeeping or taxes. We deliver CFO‑level leadership: cash flow foresight, investor‑ready reporting, and audit‑grade discipline—so you can scale with confidence.
Financial Clarity
Clean books, timely reeporitng, KPI dashboards
Risk Control
Audit-ready close, compliance guardrails, no surprises.
Capital readiness
Bank/VC packages, DSCR analysis, due-diligence prep.
For entrepreneurs ready to scale with confidence
We partner with organizations typically generating $1M–$50M in annual revenue, and with funded startups and nonprofits with complex oversight needs.
Technology
Creative/Media
Consumer Brands
Real Estate-heavy SMBS
Nonprofits
Compliance Starter
starting at- Monthly bookkeeping + reporting
- Compliance checks (tax deadlines, filings)
Growth Core
starting at- Everything in Starter
- KPI dashboard (cash runway, burn rate, profitability metrics)
- Quarterly strategy session
CFO Enrollment Elite
starting at- Everything in Core
- Capital readiness (investor decks, bank DSCR analysis, audit-prep)
- Monthly CFO strategy calls
Cancel anytime with 30-day notice. Upgrade as your business grows.
A simple, onboarding process
CFO health Check (20)
Quick diagnostic of risks and opportunities.
Onboarding (30 days)
System setup, data review, KPI alignment.
Monthly cadence
Close & report sessions, continous improvement.
Results our clients rely on
Investor-ready financials
Audit-ready compliance
Cash flow clarity and forecasting
Board and stakeholder reporting
Frequently Asked Questions
What's included in each service level?
Each tier builds on the previous one: Compliance Starter covers bookkeeping + reporting, Growth Core adds KPIs + strategy sessions, and CFO Elite includes capital readiness and ongoing CFO strategy.
Can I switch plans later?
Yes — you can upgrade or downgrade at the start of any new billing cycle. Many clients start with Core and move into Elite as they scale.
Do you require a long-term contract?
No. We offer month-to-month flexibility. Annual plans are available at a discount for clients who prefer stability.
How do you handle onboarding?
We start with a 30-day onboarding process: financial data review, system setup, and a kickoff strategy call to align on goals.
What industries do you work with?
We serve startups, nonprofits, growth-stage companies, and family-owned businesses. Our clients typically have revenues between $1M–$50M.
Do you replace my CPA or tax preparer?
No — we don’t replace your CPA or tax preparer. We complement them by managing financial operations and reporting. When applicable, our internal CPA provides advisory support to strengthen your overall strategy.
How is your service different from a part-time bookkeeper?
We provide strategic CFO guidance, audit-ready assurance, and growth planning — not just data entry.
What makes the annual plan the best value?
Annual clients save up to 20% and receive priority support and an extra strategic session per year.
Limited new client openings available each quarter.
CFO Health Check Form
CFOE Insights
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