Monthly retainer
A finance partner who closes the books and answers the call.
We run your monthly close, your 13-week cash forecast, your unit economics, and your board reporting. Your books stay in QuickBooks or Xero. Your CPA stays your CPA. When the engagement ends, you keep the spreadsheets and the system.
No email gate on audits. No sales pitch on the call.
What you get
Six finance outputs every month.
Real artifacts in your accounts and your repo. No black-box models, no vendor lock-in, no fractional ghosting.
Monthly close in your books
QuickBooks or Xero, your accounts. We reconcile, accrue, and close on the same day every month. Read access only, then a video walkthrough.
13-week rolling cash forecast
A sheet you can update yourself, refreshed every Monday. Inflows, outflows, runway, and the date the bank balance hits zero if nothing changes.
Pricing math that holds up
Unit economics, gross margin by SKU, contribution margin per channel. We will tell you which products make money and which lose it.
Hiring plan tied to revenue
Headcount triggered by booked ARR, not vibes. Each role keyed to a revenue threshold so you do not hire ahead of cash.
Board and investor pack
A monthly one-page update plus a deeper quarterly cut. Numbers and commentary written for an operator audience, not a CFO certification panel.
Tax and 409A coordination
We hand documents to your CPA and 409A vendor on the schedule they need. No surprises in March, no cap-table fire drills.
Free audit and intake
We start with a free platform audit (analytics, ads, tag manager). Then a 60-minute finance intake to scope the close cadence and reporting needs.
Month 1: Stand up
Read access to QuickBooks or Xero, chart of accounts cleanup, opening balance reconciliation. First close lands by week 4.
Months 2 onward: Operate
Monthly close on a fixed date, weekly cash forecast refresh, quarterly board pack. Kimai timesheet shows every hour, every week.
What it costs
Monthly retainer, scoped on the call.
CFO Advisory is a monthly retainer. The number depends on close cadence, reporting depth, and whether you need board pack or fundraise support. We quote it in writing before any work starts, and you can cancel with 30 days notice.
See current pricing on /pricing.
Other engagements
Three more ways to work with us.
Ready for finance you can read?
Free audit first, plain-English report, zero sales pressure.