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Designed for founder-led businesses building financial infrastructure for the first time. Ideal for operators seeking financial clarity, profit disciplined and cash flow.
Monthly retainer: $17.5k / month
Includes:
15 Hours / Week Equivalent (ex. Mon to Fri 9am-12pm)
KPI dashboard architecture & oversight
Monthly reporting cadence
13-week cash flow visibility
Margin analysis & performance tracking
Management of accounting & finance team (or oversight of outsourced services)
Executive team meetings participation
Perfunctory relationship with 3rd parties (bankers, lenders, attorneys, vendors, etc)
Limited board participation (quarterly)
Designed for founder-led businesses building financial infrastructure for the first time. Ideal for operators seeking financial clarity, profit disciplined and cash flow.
Monthly retainer: $17.5k / month
Includes:
15 Hours / Week Equivalent (ex. Mon to Fri 9am-12pm)
KPI dashboard architecture & oversight
Monthly reporting cadence
13-week cash flow visibility
Margin analysis & performance tracking
Management of accounting & finance team (or oversight of outsourced services)
Executive team meetings participation
Perfunctory relationship with 3rd parties (bankers, lenders, attorneys, vendors, etc)
Limited board participation (quarterly)