Fractional CFO and Outsourced Accounting for Mission Driven companies.
You’ve built a successful business.
Now it’s time to dial in your finances so you can step-up to next-level growth and results.
38 years of experience
100+ mission-driven clients
Certified MWBE
80+ years of combined finance experience
100+ mission-driven clients
$1.8M in financing raised for clients in 3 years, plus a $2.5M USDA grant secured for a farm
Your mission is working.
Let’s get your numbers ready for what’s next.
You’ve built a company with real revenue and real impact, and you did it without selling your soul to traditional investors. But the finance function that got you here can’t answer the questions that decide your next chapter. CFO on Speeddial gives you one that can: books you trust, a forecast you can plan from, and a CFO in the room for the decisions that matter.
Everything we do aims at the Sweet Spot.
Meaningful Numbers.
Books closed and checked on time, and reporting built to answer your questions, not just your CPA’s.
Clear Decisions.
A forecast you trust and a CFO’s perspective on pricing, hiring, growth and capital.
Consistent Action.
A few priorities each quarter, tracked every month, so the plan actually gets done.
If you’ve ever said or thought any of the following…
I would kill to get solid advice from someone who actually knows my business.
We have plenty of revenue; what I want is more profit.
I just want airtight financials and systems that work.
My financial reports are useless; they don't tell me what I need to know.
How do I get affordable loans to cover the costs of growth?
Three Ways We Can Help
SCALE-READY SPRINTS
One focused decision, in 45 to 60 days.
Focused, short-term projects with a clear finish line. A strong way to start working together, or to add capacity when a big moment arrives.
Best for: A specific decision or deadline: a financing need, a new opportunity, a reset of your numbers.
Explore Sprints
SCALE-READY CFO
A CFO on your leadership team.
Ongoing forecasting, KPIs, cash strategy and decision support, from an experienced CFO who knows your business and your mission. Hands on help with business analysis, capital and strategy.
Best for: Mission-driven companies from roughly $1M to $10M, facing bigger decisions.
Explore CFO Services
CFO-LED ACCOUNTING
Your books: closed and checked — on time every month.
Accurate isn’t the same as useful. We run or oversee your accounting with a controller built in and a CFO reviewing the results, so your reports are ready to make decisions with.
Best for: Companies with steady revenue, including many under $1M. Three levels of support.
Explore Accounting
Finance that works with your mission, not around it.
Your mission is a strategic asset
We build your social impact goals into the plan, the metrics and the story you tell lenders and partners. Not a side report. Part of how you grow.
Depth that’s rare at your stage
38 years of financial strategy for companies building economic alternatives. More than 100 mission-driven companies served, by a team of CPAs and career CFOs.
Capital that fits how you’re built
When growth needs funding, we find capital that matches your structure and values: patient debt, mission-aligned loan funds, cooperative capital, non-dilutive sources.
CFO on Speeddial took us from feeling like amateurs, to professional and empowered.
— Charles Wekselbaum, Charlitos Cocina
With the help from CFO on Speeddial, it’s much easier to visualize the business realities behind the numbers.
— Christina Grace, Foodprint Group
We had plenty of revenue, we needed expertise and more profit. We also got structure, guidance and accountability.
— Melissa Elsen, Four & Twenty Bakery
Let’s Get Your Numbers Working for You
In a 30-minute conversation, we can identify specific steps for you to get solid numbers and better financial results. You’ll leave with a clear picture of where your business stands and what to focus on next.
Prefer to start on your own?
Start with our free Financial Scorecard. In just a few minutes, you’ll see how your business measures up and where the biggest opportunities are.
THE SWEET SPOT · A MONTHLY NEWSLETTER FROM CFO ON SPEEDDIAL
One short email a month for owners of mission-driven companies with real revenue and real impact. Every edition brings you a Meaningful Number, a Clear Decision and a Consistent Action.
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