Services
The best way to grow a resilient high impact business is to focus on profit.
To Grow Profitably, you need three things:
Meaningful numbers: i.e., numbers that give you real information about how your company is doing and an understanding of what the numbers mean.
Decision-making based on facts: Organizationally, there must be a clear process for using numbers to make decisions quickly.
Consistent action: a system to ensure that your team is focused on top priorities and effectively doing the work to move the company forward.
It sounds super simple, but we all know it’s not easy.
Instead, financial reports tend to be boring and unclear; the processes are murky, and the results are hard to understand.
Clearing out this confusion is what CFO on Speeddial does best.
Our fractional CFO clients see the results of our work together by monitoring KPI dashboards and financial reports we create to track progress on goals, better cash flow and increased profit. The best feedback we get is from business owners relieved to have the freedom to focus on the other parts of the business that need their attention.
Check out three ways to work with us below.
Photo: Kenny Luo
Scale-Ready CFO
A Chief Financial Officer on your leadership team. Working to link your growth strategy to your mission as well as your balance sheet; providing the financial analysis, forecasting, and systems your business needs to scale on its own terms.
You'll have the benefit of a longstanding relationship with a CFO who has deep knowledge of your business, your mission, and your goals. Next time there's a crisis or a big opportunity, there's no one new to bring up to speed - you'll have answers when and how you need them, from an in-house expert fluent in both your numbers and your values.
Our Scale-Ready CFO service provides a hands-on fractional CFO for your growing, mission-driven business who will lead monthly strategic planning focused on growth and cash flow, deliver KPI-driven performance reporting, build a rolling cash plan and financial forecast, and translate the trends behind your numbers into decisions you can act on with confidence - including how and when to raise the capital that fits your mission.
Photo: Shikha
CFO-Led Accounting
CFO-Led Accounting is full-charge accounting with a CFO built in - not just a bookkeeper who records the numbers, but a controller who verifies them and a CFO who reads them with you every month.
It's built for mission-driven companies with revenue they can count on, often $500K to $5M, whose accounting was set up to file a tax return and hasn't kept up with the business it's now trying to run.
We rebuild your chart of accounts around your decisions, not the tax return's; review and substantiate every close before it reaches you; and deliver a reporting package you'll actually read - on a date you can count on. For mission-driven structures, that means program and class tracking built in, impact metrics tracked alongside the money, and reporting that holds up for lenders, funders, and multi-entity structures.
CFO-Led Accounting comes in three tiers - Oversight, Managed, and Managed + Monthly CFO - so you can start where you are and grow into deeper support as your questions do. It's the first pillar of the Sweet Spot: Meaningful Numbers you can trust, the foundation everything else stands on.
Photo: Cal Solar
Scale Ready Sprints
Scale-Ready Sprints are short, focused engagements built around one pivotal financial decision - a forecast, a capital raise, your financial systems, a resilience plan, or a KPI dashboard. Think of it as putting a Scale-Ready CFO on your team for a limited time, instead of an ongoing engagement.
This service is perfect for founders and growing companies who want intensive, expert support on a single decision without signing up for an annual commitment. With a Scale-Ready Sprint, we can build an investor-or lender-ready forecast, clean up and modernize your books and reporting, build out a resilience plan for the risks ahead, or create a KPI dashboard that tells you where you actually stand.
Bring us a decision to make, a question to answer, or a specific outcome you want to achieve, and together we'll build a 45- to 60-day plan to get you there - with real numbers behind the call, not a guess.