How it Works


  • We will review your current setup and what the company‚Äôs future plans are in terms of growth, strategy, organization, and scalability.

  • At this time, you can also let us know what type of services you are looking for and whether you need a part-time CFO only, or a CFO/Controller mix.


  • We will draft up a plan and fixed value pricing based on the services you are looking for in your company.

  • This will get sent over as a proposal for us to review and discuss over a Zoom call.


  • We are now ready to get into the details of your company! We will start a financial reporting plan and process that makes sense for your business.