Finance infrastructure for growing companies

CFO-level clarity before the CFO hire.

Most companies need CFO-level financial guidance long before they can justify hiring one. We build that first layer, then run it as your fractional CFO, so you always have current numbers and someone to think through the decisions with.

$110M+
capital-raise asks modeled
~15
companies served
Ex-EY
Parthenon background
FMVA
+ finance MBA
The gap

You have bookkeeping. You don't yet have finance.

Bookkeeping tells you what happened. Finance helps you decide what happens next. Most companies spend years in between, making pricing, hiring, cash, and growth calls without the structure they actually need.

What we build

The first layer of CFO-grade infrastructure.

Built in Excel and Google Sheets, connected to your real data, owned by you.

Financial models

Investor-ready, three-statement models for fundraising and internal planning that survive diligence.

CFO dashboards

From scattered CSVs to a clean dashboard that shows the whole business at a glance.

KPI & reporting systems

The metrics that matter, refreshed monthly, with a plain-English read on what they mean.

Cash flow & runway

See the squeeze weeks before it arrives, not the day payroll is due.

Board & investor reporting

Reporting that makes you look ready, whether it's a board, a lender, or an investor.

CSV-to-Sheets reporting

We turn your messy exports into a repeatable monthly reporting system you can trust.

How it works

We build the stack, then we run it for you.

Two phases, one relationship. The build installs your finance layer. The retainer keeps it live and makes us your CFO every month.

Phase 1 · install

Build your First CFO Stack

One-time project
  • Investor-ready financial model
  • CFO dashboard from your real data
  • KPI and cash flow / runway views
  • A reporting system you own, in Excel or Sheets
  • A walkthrough so you understand every number
Phase 2 · operate

We run it as your CFO

Monthly retainer
  • Monthly refresh with your actuals
  • A plain-English read on what changed and why
  • Cash and runway watch, so no surprises
  • A monthly call and decision support
  • Raise, hire, and pricing calls thought through together
Build once  →  we run it every month  →  you always see clearly
Your ongoing CFO

A CFO's brain, for a fraction of a CFO's salary.

Once the stack is built, keep us on monthly. Choose how involved we are. Every tier keeps your numbers current and gives you someone to think the decisions through with.

Clarity

$1,000 / mo
Stay current, stay calm.
  • Monthly dashboard & model refresh
  • Short written read on the month
  • Cash and runway watch
  • Async support over email
Most chosen

Control

$2,000 / mo
Your fractional CFO.
  • Everything in Clarity
  • Monthly CFO call
  • Rolling cash flow forecast
  • Decision support: pricing, hiring, spend
  • Board / investor update support

Capital

$3,500 / mo
For a raise or a board.
  • Everything in Control
  • Raise-ready model & scenarios
  • Investor and lender materials
  • Deeper, on-call involvement
Prices are starting points and scale with the size and complexity of your business. Most clients start with the build, then move to Control.
Who it's for

Companies in the finance gap.

Too complex to run from the bank balance and intuition, too early for a full finance department. If that's you, this is built for you.

Founder-led companies $500K–$10M revenue Agencies & service businesses SaaS & e-commerce No finance department yet Messy CSVs & disconnected reports Preparing to raise or borrow
The outcome

Run the company like you're several million in revenue ahead.

Control, clarity, and confidence in the numbers, with the reporting and decision support usually reserved for much larger companies, built for your stage and budget.

Founding clients

Reserving 5 founding spots.

I'm taking on a small first cohort at founding-client terms. Join the waitlist and I'll reach out to scope your first finance layer.

5of 5 spots remaining

Join the waitlist

You're on the list. I'll be in touch shortly.
Get in touch

Talk to the person who'll build it.

No sales team. You speak directly with me, scope the work, and get a fixed quote.

Ex-EY Parthenon. FMVA and finance MBA.
$110M+ in capital-raise asks modeled across ~15 companies.
hello@firstcfostack.com

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