SERVICE · ADVISORY
A partner who knows your numbers.
Quarterly strategy with the partner who owns your file. Cash-flow forecasting, KPI benchmarks, and decisions backed by your live QuickBooks, not a deck of stock charts.
14-day free trial · No card · Onboarded inside your trial · then $1,549/mo
CFO BRIEF · MAY 2026
WAYG
13-Week Cash Forecast
Refreshed weekly- Opening cash$184,210
- Expected inflows$612,400
- Expected outflows($548,920)
- Lowest week (W-6)$96,300
- Runway9.4 months
Reviewed quarterly with the partner on your file
WHAT'S INCLUDED
Everything in the monthly fee.
No add-ons, no surprise hourly invoices. If it's on this list, it's covered.
- Quarterly strategy call with the partner on your file.
- 13-week cash-flow forecast, updated monthly.
- KPI dashboard tailored to your business model.
- Pricing, hiring, and capex scenario modeling.
- Lender, investor, and bonding package preparation.
- Direct Slack or email access between calls.
WHO IT'S FOR
Built for operators who want one firm, one fee, no surprises.
Owners planning a hire or raiseConstruction firms needing bonding packagesReal-estate operatorsAnyone running on gut feel
OUTCOMES
What changes after you switch.
Quarterly
Strategy calls with your partner
13 weeks
Cash visibility, refreshed monthly
1 brief
Monthly CFO brief in plain English
Fractional-CFO cadences built for SaaS teams, agencies, and real estate brokerages. Often searched as a virtual CPA or fractional CFO.
Ready to see your numbers clearly?
Open a 14-day free trial, no card. We onboard you inside the trial, you see your numbers, and you decide.
14-day free trial · No card · Onboarded inside your trial · then $1,549/mo