Real talk about how we work, what to expect, and how we can help you grow.
Frequently Asked Questions
If you’re generating strong revenue but still feel unclear about your financial decisions…
If cash flow feels unpredictable…
If you’re growing faster than your systems can handle— you’re ready.
We work with established, growing businesses who are ready to shift from reactive to proactive, and lead with clarity, confidence and control.
Our financial leadership is shaped by years of hands-on, high-level experience inside mid-8-figure, product-based, and operational businesses—including manufacturing, logistics, retail, equipment leasing, and government-contracted services. We understand the financial challenges that come with fast growth, operational complexity, and leading from behind the scenes because we’ve lived it. That experience shapes how we lead today—but our approach isn’t industry-specific. We bring strategic financial leadership to any business ready to scale and own their numbers.
Our packages are designed to meet you where you are—and support where you’re going.
Foundational CFO support starts at $2,500+/month, ideal for businesses building a stronger financial foundation and ready to lead with more clarity and control.
Support includes cash flow forecasting, margin improvement, pricing strategy, essential KPI tracking, monthly reporting, and high-level decision support. We help you build the systems and visibility needed to shift from reactive to strategic decision-making.
Executive-level partnerships start at $6,000+/month, for businesses navigating greater complexity, rapid growth, or high-stakes decisions.
At this level, we act as an embedded financial leader—delivering advanced forecasting, scenario planning, capital strategy, pricing and margin optimization, and systems improvement. We also provide strategic guidance and implementation support on key business decisions, including hiring, team structure, and operational alignment. We work closely with your leadership team to drive clarity, alignment, and sustainable growth.
We are proudly based in Reno, NV, and primarily work virtually. But if requested, we’re happy to travel—onsite meetings and services will be built into your scope and pricing. For on-boarding, we strongly recommend an onsite strategy session so we can roll up our sleeves, get inside your business, and build a solid foundation for our partnership.
Yes—our role is strategic, not transactional. We don’t do daily bookkeeping or tax prep. Instead, we help you understand what the numbers mean and use them to make powerful, informed decisions. We do have some great bookkeeping partners we work with, and would love to connect you!
(If you need help building your financial team in house, we can support that too!)
We recommend a minimum 6-month commitment to see meaningful results. Most clients stay 12+ months because they realize how much better life is with a financial partner in their corner.
Not at all! While we’re especially passionate about supporting and championing women-owned businesses—because we know the challenges they’ve overcome to lead boldly—we work with all founders and CEOs who share our values.
If you’re committed to leading with intention & aligning your financials with your vision, we’d love to partner with you. For us, it’s about building relationships with leaders who value connection, collaboration, and purpose as much as we do.
Yes!
If you’re not ready for ongoing CFO support, we offer focused one-time intensives and short-term projects—like cash flow system builds, historical profitability analysis, pricing strategy, system implementations, SOP creation, or capital raise prep.
If that’s what you need, mention it in your inquiry form.
Book a Clarity Call. We’ll talk about your business, what you’re working toward, and what’s getting in the way. From there, we’ll recommend the best path forward—whether that’s a full partnership or a one-off intensive.
