Your P&L says you're profitable.
Why is your bank account empty?
You didn't start a business to become a full-time accountant. We help $1M–$5M operators uncover hidden cash, fix shrinking margins, and scale profitably. Real CFO strategy, without the $200k salary.
Find My Missing CashYou built a great business.
But the numbers are a blur.
Good businesses don't fail from a lack of revenue. They fail from a lack of cash visibility. Relying strictly on basic bookkeeping is like driving while looking in the rearview mirror.
Your bookkeeper shows where money went. Not where it's going.
Bookkeeping is inherently historical. It tells you what happened last month, but provides absolutely zero insight into the $45k payroll and vendor payments due next Friday.
Profitable on paper.
Terrified on payday.
You review the month-end close and see $50k in net income. Yet, your operational bank accounts are entirely depleted. We identify the cash timing discrepancies hiding your money.
Revenue is climbing.
Profit is flat.
You're acquiring more customers, managing a bigger team, and doing more work but your net profit is stagnant. We isolate the specific cost centers silently destroying your enterprise value.
Data to Decisions.
Three steps to clarity.
We bypass the typical months-long consulting bloat to deliver immediate, actionable financial intelligence for operators.
The Profit Leak Audit
Direct integration with your QuickBooks or Xero to instantly isolate margin killers and hidden cash drains.
13-Week Cash Architecture
Construction of a predictive model showing exact cash troughs, safe hiring windows, and capital deployment.
Strategic Boardroom Call
A dense 60-minute session where our lead CFOs present the exact playbook to optimize your cash and profit.
Diagnostic first.
Partnership second.
Start with a low-risk diagnostic to find the leaks. Keep us as your Fractional CFO later if you want ongoing strategic execution.
Profit & Cash Flow Diagnostic
A surgical deep-dive into your financial infrastructure. Low-risk, extremely high-reward clarity.
Includes Free Introductory Call
- Complete QuickBooks or Xero Audit
- Profit Leak Identification Report
- Predictive 13-Week Cash Forecast
- 60-Minute Strategy Presentation
Fractional CFO Partner
Ongoing institutional financial leadership. A dedicated CFO in your corner to help you scale.
- Monthly Strategic CFO Sessions
- Rolling Cash Forecast Updates
- Pricing & Margin Optimization
- Direct Access to Firm Partners
The 3X ROI Guarantee.
We only take on engagements we know we can win. If we do not identify at least 3x the cost of your diagnostic in annualized profit leaks or cash flow savings, we will refund your fee in full. No questions asked. You have absolutely nothing to lose.
Our experts have been featured in
You aren't handing your books to an intern.
Our partners are seasoned operators with backgrounds in Big 4 finance and investment banking. We've navigated the exact cash flow crises and growing pains you are facing right now.
Monica Chitnis
Ex-J.P. Morgan & Multi-time FounderMonica builds financial systems that actually make sense to operators. She has guided over 400 business owners through margin turnarounds, debt restructuring, and severe cash flow optimization.
John Foster
Lead Financial StrategistBringing three decades of institutional corporate finance discipline to main street and middle-market businesses, John excels at turning messy ledgers into highly actionable, predictive data structures.
