The fastest way to grow a resilient, high-impact business is to focus on profit.
Whether you need books you can trust, a CFO for one big decision or a CFO at the table every month, we have a way in that fits where you are right now.
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.
FIND YOUR FIT
Three ways to work together. Start with the one that sounds like you.
CFO-Led Accounting
“My books get done, but they don’t tell me anything.”
Sounds Like
Steady revenue, often $500K to $5M
Best for
Annual, billed monthly
Commitment
$750/month
Starting at
Scale-Ready Sprints
“I have one big decision and a deadline.”
Sounds Like
A financing need, an opportunity or a reset
Best for
45 to 60 days, no annual commitment
Commitment
$5,000 per Sprint
Starting at
Scale-Ready CFO
“I need a CFO at the table, every month.”
Sounds Like
Companies around $1M to $10M, scaling up
Best for
Ongoing, billed monthly or annually
Commitment
$4,500/month
Starting at
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.
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.
SCALE READY CFO
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.
Great questions to ask
Do I have to replace my bookkeeper?
No. Our Oversight level is built for keeping a bookkeeper you already trust.
Do you do taxes?
No. We hand your CPA clean, organized books, and we can help you find one if you need it.
What software do you use?
QuickBooks Online by default. We’ll tell you whether to keep, change or rebuild your current setup.
What’s the difference between Accounting and Scale-Ready CFO?
Accounting keeps your numbers accurate and explains them. Scale-Ready CFO owns your forecast, leads capital raises and joins leadership conversations. Managed + Monthly CFO is the natural step before it.
Can I try working with you before committing?
Yes. A Sprint has no annual commitment, and many clients start there.
As the non-financial person responsible for financials, I needed solve how to forecast without losing my mind. With help from CFO on Speeddial, I'm much better able to visualize the business realities behind the numbers.
CFO on Speeddial is a strategic business and financial advisor who I trust to be candid, but also patient with our team who is not deep with financial expertise. And the team provides the nuts and bolts of bookkeeping and payroll. It is fantastic to have all this support under one capable umbrella.
Chris Grace
FoodPrint Group
Agritecture was prepping for an investment in the company at a time of rapid expansion and wanted to make sure all of our financial projections and related data were consolidated. The framework CFO on Speeddial built has been adapted every year; the process of referencing historical financial data and constructing our forecasts is now quicker and easier.
The most helpful part was that the collaborative and communicative nature of the process. It felt like CFO on Speeddial was part of our team and was able to adjust the service to our specific needs.
Yara Nagi
Agritecture
Ready to take action?
Bring two months of financials and one question you can’t answer from them yet. In 30 minutes, we’ll tell you which option fits and where to start.