Choose Your Growth Path
From foundational financial structure to full strategic CFO support. Find the perfect level of guidance for your business stage.
Mentor
For 7‑figure founders building financial structure and strategy to
scale with confidence.
Real time dashboards so you are not waiting on month end reports
Strategic cash flow forecasting built and reviewed with you in real time
Clear cash management strategies to avoid debt and overstocking
Weekly group calls for accountability
Slack access during business hours with a 24 to 48 hour response time
Templates and tools with support via group calls
MOST POPULAR
Virtual CFO
For brands ready for CFO-level strategy without full operational
build-out.
Everything in Mentor, plus:
Profit and loss and balance sheet audit
Liaison with your external bookkeeper or accountant
Slack access during business hours with a 24 to 48 hour response time
Tailored support implementing my cash management system
Fractional CFO
Exclusively for 8- and 9-figure brands losing profit to guesswork. Full strategic and operational finance support.
Everything in Virtual CFO, plus:
Faster Slack response within 24 hours
Ongoing 13 week and 12 month forecasting updates
Budget creation and management
One to three year financial modelling
Inventory demand planning and stock risk analysis
Not sure which package is right for you?
Schedule a consultation to discuss your needs