SAAS & Tech

Your Metrics Are a Mess. And You Know It.

You’re scaling fast, but churn, CAC, and cash flow feel fuzzy. We fix your finance stack so you can grow without second-guessing every decision.

Book 15 Minutes Ice Breaker Call

Our Insights Are Featured In

SOUND FAMILIAR?

You’ve got revenue, but you’re not sure it’s profitable.

MRR looks great in Stripe. Burn rate says otherwise.

You’ve got revenue, but you’re not sure it’s profitable.

MRR looks great in Stripe. Burn rate says otherwise.

You’ve got revenue, but you’re not sure it’s profitable.

MRR looks great in Stripe. Burn rate says otherwise.

Your CAC’s is climbing Churn’s creeping.

And no one on your team can explain why.

Your CAC’s is climbing Churn’s creeping.

And no one on your team can explain why.

Your CAC’s is climbing Churn’s creeping.

And no one on your team can explain why.

You’d flunk a diligence call tomorrow.

No real model. No data room. Just a messy Google Sheet.

You’d flunk a diligence call tomorrow.

No real model. No data room. Just a messy Google Sheet.

You’d flunk a diligence call tomorrow.

No real model. No data room. Just a messy Google Sheet.

HERE’S WHAT WE ACTUALLY FIX

Messy Financials

We clean up your books, fix revenue recognition, and give you dashboards you’ll actually use.

Messy Financials

We clean up your books, fix revenue recognition, and give you dashboards you’ll actually use.

Messy Financials

We clean up your books, fix revenue recognition, and give you dashboards you’ll actually use.

Leaky Growth

Exit/Fundraise Preparation

Who We Work With?

This isn’t a vendor relationship. Every engagement begins with a 5-Week Sprint to unlock cash, establish clarity, and prove ROI. From there, we scale with you.

See How Much ROI You’re Leaving on the Table

5-Week Sprint → ROI Roadmap

$3M–$10M

Guaranteed $100K ROI found across cash, margin, or valuation

Our 5-Week Sprint

Guaranteed $100K ROI found across cash, margin, or valuation

5-Week Sprint → ROI Roadmap

$10M-$25M

Guaranteed $100K ROI found across cash, margin, or valuation

5-Week Sprint → ROI Roadmap

$25M–$50M

ROI guarantee plus valuation uplift and partner planning

Is this you?

What Our Esteemed Clients Think About Us

“Our reports were late, our margins were unclear, and I couldn’t lead what I didn’t understand. This team changed that.”
Founder
$14 Million Construuction Company
"We thought we needed a CFO. What we really needed was a financial overhaul—and that’s what Growth CFO delivered in 5 weeks"
CFO
$9 Million Healthcare Company
“Our reports were late, our margins were unclear, and I couldn’t lead what I didn’t understand. This team changed that.”
Founder
$14 Million Construuction Company
"We thought we needed a CFO. What we really needed was a financial overhaul—and that’s what Growth CFO delivered in 5 weeks"
CFO
$9 Million Healthcare Company
“Our reports were late, our margins were unclear, and I couldn’t lead what I didn’t understand. This team changed that.”
Founder
$14 Million Construuction Company
"We thought we needed a CFO. What we really needed was a financial overhaul—and that’s what Growth CFO delivered in 5 weeks"
CFO
$9 Million Healthcare Company
“Our reports were late, our margins were unclear, and I couldn’t lead what I didn’t understand. This team changed that.”
Founder
$14 Million Construuction Company
"We thought we needed a CFO. What we really needed was a financial overhaul—and that’s what Growth CFO delivered in 5 weeks"
CFO
$9 Million Healthcare Company

Team

You Get a 3-Person Team. Not a Spreadsheet.

Every membership comes with a team that combines strategy, systems, and analysis — all aligned to your growth.

Growth CFO

Uncovers ROI, builds your roadmap, and coaches you as CEO.

Growth CFO

Uncovers ROI, builds your roadmap, and coaches you as CEO.

Growth CFO

Uncovers ROI, builds your roadmap, and coaches you as CEO.

Operations & Systems Pro

Installs dashboards, reporting infrastructure, and workflows that keep your team aligned and accountable.

Operations & Systems Pro

Installs dashboards, reporting infrastructure, and workflows that keep your team aligned and accountable.

Operations & Systems Pro

Installs dashboards, reporting infrastructure, and workflows that keep your team aligned and accountable.

Accountant/Analyst

Surfaces margin leaks, cost-to-serve insights, and cash opportunities. • P&L by project • CAC, LTV, and margin drivers • Scenario planning

Accountant/Analyst

Surfaces margin leaks, cost-to-serve insights, and cash opportunities. • P&L by project • CAC, LTV, and margin drivers • Scenario planning

Accountant/Analyst

Surfaces margin leaks, cost-to-serve insights, and cash opportunities. • P&L by project • CAC, LTV, and margin drivers • Scenario planning

Case Studies

May 18, 2023

Avoided $250K CFO Hire + Extended Runway

May 18, 2023

Avoided $250K CFO Hire + Extended Runway

May 18, 2023

Avoided $250K CFO Hire + Extended Runway

Jun 12, 2023

Close Cycle 30+ Days → 5; NRR +9%

Jun 12, 2023

Close Cycle 30+ Days → 5; NRR +9%

Jun 12, 2023

Close Cycle 30+ Days → 5; NRR +9%

Aug 2, 2023

AR: 76 → 38 Days; +$180K Cash

Aug 2, 2023

AR: 76 → 38 Days; +$180K Cash

Aug 2, 2023

AR: 76 → 38 Days; +$180K Cash

Sep 10, 2023

Margin Leak Fixed: -4% Drag Removed

Sep 10, 2023

Margin Leak Fixed: -4% Drag Removed

Sep 10, 2023

Margin Leak Fixed: -4% Drag Removed

Apr 14, 2023

Aligned Partner Payouts; Valuation Up

Apr 14, 2023

Aligned Partner Payouts; Valuation Up

Apr 14, 2023

Aligned Partner Payouts; Valuation Up

Jul 7, 2023

$18M Specialty Contractor: WIP Reporting Fix

Jul 7, 2023

$18M Specialty Contractor: WIP Reporting Fix

Jul 7, 2023

$18M Specialty Contractor: WIP Reporting Fix

Oct 1, 2023

$500K Working Capital Freed

Oct 1, 2023

$500K Working Capital Freed

Oct 1, 2023

$500K Working Capital Freed

Jun 25, 2023

$1.4M EBITDA Lift via Utilization

Jun 25, 2023

$1.4M EBITDA Lift via Utilization

Jun 25, 2023

$1.4M EBITDA Lift via Utilization

Projects Run on Scope. Let’s Give Your Finances the Same Discipline.

Book a 15-Min Ice Breaker Call

Take the 5-Min Blind Spot Quiz

Your Metrics Are a Mess. And You Know It.

Our Industries

We're Not Another CFO Company

SOUND FAMILIAR?

HERE’S WHAT WE ACTUALLY FIX

Who We Work With?

$3M–$10M

$10M-$25M

$25M–$50M

What Our Esteemed Clients Think About Us

You Get a 3-Person Team. Not a Spreadsheet.

Growth CFO

Growth CFO

Growth CFO

Operations & Systems Pro

Operations & Systems Pro

Operations & Systems Pro

Accountant/Analyst

Accountant/Analyst

Accountant/Analyst

Case Studies

Projects Run on Scope. Let’s Give Your Finances the Same Discipline.