Project-based CFO work, scoped and priced.

Most engagements start here. Before anything gets built, the question is what the numbers are actually saying and where the visibility gaps are. A diagnostic is deliberately short, fixed in price, and ends in a written findings memo rather than a proposal. Systems oversight belongs in the same category because a reporting problem is often a systems problem wearing a disguise... you cannot produce decision-grade numbers on an architecture built for a company half your size.

Not sure the profitability question is yours? The Growth Value Check is ten free questions that tell you whether the growth you are adding is building enterprise value or consuming it. Three minutes, no email required.

This is the financial infrastructure a company needs once intuition stops scaling. Forecasts leadership actually believes, a cash view that runs further out than the bank balance, KPIs defined once and reported consistently, and a board package that moves conversations forward instead of relitigating last quarter. Each of these can be built standalone, but they compound... a budget is more useful when the KPI architecture underneath it is already settled.

Where the economics of the business get decided. Strategic planning sets the direction and the resource allocation behind it; pricing and unit economics work determines whether the growth that follows creates enterprise value or consumes it. This is the highest-leverage category on the page and usually the least well served inside a growing company, because it requires both the analytical depth and the authority to change what gets sold and at what price.

Work that has to withstand outside scrutiny. A raise, a sale, a recapitalization, or an add-on acquisition puts the financial story in front of people whose job is to find the holes in it. These engagements are built backward from that moment... the standard is not what management reporting looks like today, but what survives a buyer, lender, or investor rebuilding the numbers themselves. Timing matters more here than anywhere else on this page. The work is far cheaper and far more effective twelve months out than six weeks out.