Scale Ready Sprints

One focused decision.

Real numbers behind it.

In 45 to 60 days.

You've built something that works - and now there's a bigger call to make. A raise. A loan application. A pricing question. A system that can't keep up.

A Scale-Ready Sprint puts an experienced CFO on it with you, so you make that call with the numbers to back it - not a guess.

What is it…

A Scale-Ready Sprint is a short, focused engagement built around one goal that moves your financial strategy forward.

No annual commitment, no bloated scope. We work side by side with you and your team, and when it's done you walk away with a deliverable you own and understand - a model, a plan, a dashboard, a clean set of books - not a report you'll never open again.

You get:

• An in-depth assessment of where you stand today.

• Analysis and tools built around your specific decision.

• Private working and coaching sessions throughout - so you learn the numbers as we build them.

Who it’s for…

Founders who are ready to act on one specific financial decision - and want it grounded in real numbers before they move.

• Companies raising capital or applying for a loan, who need investor or lender-ready projections that hold up under scrutiny.

• Earlier-stage or smaller companies who want serious CFO help on a focused project without signing up for ongoing services yet.

• Growing companies who want to test what it's like to work with us before committing to an ongoing Scale-Ready CFO engagement.

The Sprints

Most sprints start here:

Investor & Loan-Ready Forecast (our most-requested Sprint)

A financial model built to open doors. We build a forecast with conservative, moderate, and aggressive scenarios, validate the capital you'll need, and package it so it stands up in front of a lender or a mission-aligned investor.

This is the model founders have used to submit financing applications, apply for grants, and open a real conversation about revenue and profit with their funders.

You can also run a Sprint to:

Financial Systems & Reporting: Clean up and modernize your books, chart of accounts, and reporting so your numbers are current, trustworthy, and actually tell you something - the foundation for a raise, due diligence, or just running the business with clarity.

Resilience Plan: Identify, prioritize, and quantify the top risks facing your company, build the response plan before you need it, and set danger thresholds with a simple scorecard so you act from a position of strength, not pressure, when the economy shifts.

KPI Dashboard: Pinpoint the handful of numbers that actually predict your performance, and build a dashboard that tracks them daily, weekly, and monthly, so you always know where you stand and when it's time to act.

How we work together

Scale-Ready Sprints are quick and focused, designed to answer a pressing financial question and leave you with a tool you can keep using.

• A 45- to 60-day collaboration, paced to the intensity of your project

• 1:1 working and coaching sessions throughout - this is done with you, not handed to you

• Co-created spreadsheets, models, and analysis when the Sprint is over, the tool is yours, and you know how to drive it

Where it fits: The Sweet Spot

Every Sprint moves you toward the same place: the Sweet Spot, where profitable growth happens.

That's Meaningful Numbers you can trust, Clear Decisions built on them, and Consistent Action to carry the plan forward. A Sprint gets one of those pillars solid, fast - and shows you what it feels like to run the whole business that way.

An on-ramp to ongoing support

Many founders start with a Sprint and stay. Once your model, systems, or dashboard is in place, ongoing Scale-Ready CFO support keeps it current - quarterly forecast updates, a review rhythm, and an experienced CFO on your team as the next decisions come.

There's no pressure to continue. But the door is open, and a Sprint is the natural way to test the relationship first.

Cost & Length

• Sprints range from $5,000 to $10,000, depending on complexity

• Completed in 45 to 60 days

• Billed in two installments (50% to start)

Have a decision that can't wait? Book a Scale-Ready Sprint Call.

In 30 minutes we'll pin down the one question that matters most right now, whether a Sprint is the right way to answer it, and exactly what you'd walk away with.