$750K - $1.5M Revenue

For owners who are ready to finally see their numbers clearly — and have a trusted advisor to call before the big decision.

✓ Monthly financial dashboard

✓ Cash flow visibility

✓ Quarterly strategy call

✓ Job-level KPI tracking

✓ Email support

✓ Annual financial position review

$1.5M - $3M Revenue

For owners ready to trade gut feel for real financial systems — and decisions backed by numbers you can trust.

✓ Everything in Foundation

✓ Monthly CFO advisory meeting

✓ Budget & forecast development

✓ Job costing & profitability by project

✓ Cash flow forecasting

✓ Leadership team reporting

$3M+ Revenue

For owners ready to bring in a CFO who sits at the table for business longevity and intentional stewardship.

✓ Everything in Growth

✓ Semi monthly reviews

✓ Strategic planning & scenario modeling

✓ Debt & capital strategy

✓ Succession & growth advisory

✓ Custom reporting & analytics