By your next board meeting, the numbers answer for themselves.
Here's exactly what I do and what each piece costs. Pick a one-time project to fix a single blind spot, or take the standing CFO seat for the stretch between raises. Either way, you'll know the fee before we begin — no meter, no surprise invoice.
Every engagement, in one file
The menu, with the numbers on it.
Six ways I plug in. Prices are starting points — the fit call sets the exact scope, and you approve the figure before any work starts. Projects can roll into a retainer whenever it makes sense.
Runway Reset
A full 13-week cash-flow forecast built from your live accounting file, plus a plain-English memo on how many months you actually have — and the three levers that move that number most.
- 13-week forecast
- Runway readout
- Decision memo
- Walkthrough call
Board Room
Your part-time CFO seat. A rolling forecast that follows the actuals, a monthly close review, the board deck written the way investors read it, and me on your board and investor calls when it counts.
- Rolling forecast
- Monthly close review
- Board deck
- On your calls
Raise Ready
The fundraise model, the data room, and the numbers behind your story — built to survive investor diligence and the follow-up questions that arrive after the term sheet, not before it.
- Fundraise model
- Data room
- Diligence prep
- Scenario cases
Pricing & Unit Economics Sprint
A two-week deep dive into what each customer, plan or product line actually earns you after the real cost to serve. You leave knowing which prices to raise, which to hold, and which offer to quietly retire.
- Contribution margin
- Cost-to-serve
- Pricing recs
- Model you keep
KPI Dashboard Build
One live dashboard your whole team reads the same way — cash, burn, runway, the two or three metrics that actually predict your month. Wired to your accounting stack so it updates itself.
- Metric definitions
- Live dashboard
- Stack integration
- Team handoff
Investor Update Desk
For founders who already have a model but hate the monthly write-up. I turn your numbers into the investor update that keeps your cap table warm — drafted, in your voice, ready to send.
- Monthly draft
- Metric highlights
- Ask & asks-answered
- In your voice
What you get no matter which one you pick.
These aren't add-ons. They come with the smallest project and the standing seat alike, because they're how I actually work.
One file, not five spreadsheets
Board, bank and your own team work off the same model. No competing versions, no “which tab is right?” the night before a raise.
A memo you can forward as-is
Every model ships with a short write-up of what it means and what I'd do about it — the kind of thing you can paste straight into a board email.
The model is yours to keep
Projects end with the file in your hands, built to be maintained by you or your team — not locked behind me so you have to come back.
Works alongside your bookkeeper
They keep the books clean and file the taxes; I turn those books into forecasts and a board narrative. Nobody gets replaced.
How a Board Room month actually runs.
I read in
Access to your accounting file and last board decks. I map where the money really goes before I ask you a single question.
First forecast lands
A working 13-week view in your hands, plus the honest runway number. We sit with it together and pressure-test the assumptions.
We wire it up
The model gets connected to your actuals so it refreshes itself, and we agree the two or three metrics we'll watch every Monday.
Board deck, ready
The first deck in your investors' language, and me available for the call. From here it's a rhythm, not a scramble.
Tell me which one you're circling.
Not sure whether it's a Runway Reset or the full seat? That's what the fit call is for. Send the note below with roughly where the company's at, and I'll tell you honestly which engagement fits — or point you elsewhere if I'm not the right seat.
- A fixed fee you approve before work starts
- A first forecast within two weeks
- Retainers pause on 30 days' notice