Financial leadership you can trust. Let go and make better decisions.
We all get there as business owners. We're beyond our financial expertise or time capacity to make sure it's done well. Get a fractional CFO or other financial admin team resources in your corner.
Learn MoreVideo captions: Beyond your financial expertise? The right next moves get harder to see. Start with a Financial Decision Review. Let go of responsibility. Use a system built from experience. We dig in. Not from the sidelines. Get more out of the revenue you make. Freedom, on your terms. DefinitelyCFO. In your corner. Leading the work. Learn About the Financial Decision Review. The laptop shows the website’s illustrative Cash Outlook and Decision Priorities views with sample data. This original AI-generated dramatization features a fictional owner and portrayals of financial leaders. It is not recorded footage of an actual client meeting or a customer testimonial.
We build the financial systems you need now to scale your business.
Add resources as your team, clients, and financial decisions become more complex.
Keep cash flow on time.
Controls in place for budgets, payroll, and profitability
Make the decisions that get higher returns
Get more out of the revenue you make.
You’ve won the clients and built the team. Now you need to know whether the work is profitable, what the business can afford, and how much cash it needs to keep.
We connect your financial information to the realities of pricing, staffing, client delivery, and growth. Then we help turn those decisions into work your team can carry out.
Where should we invest to maximize revenues, profits?
Can we go faster or do we have to slow down?
Which services should we sell more of or stop selling?
When can we hire our next employee or do we have to use contractors?
What should we do with the cash we have?
Could I afford to live on my dividends and hire a CEO?
Clear numbers. Regular decision support. Follow-through.
A report is useful when it helps you decide what to do next. We establish a working rhythm around your business’s needs, with clear responsibilities and time set aside to review progress.
Annual: Set Goals & Targets
Set clear goals for revenue, profitability, cash, and owner returns. Build an annual financial plan that aligns budgets, hiring, and investments with the business you want to grow.
Annual plan & financial targetsQuarterly: Review & Adjust
Compare results with your goals and revisit the assumptions behind the plan. Review pricing, staffing, cash, and investments, then adjust the next quarter’s priorities and agree on who owns each action.
Quarterly review & prioritiesMonthly: Executive Progress
Review month-end reporting, budgets, cash, and profitability with your leadership team. Track progress on quarterly priorities, work through the decisions that need attention, and keep agreed actions moving.
Executive review & follow-throughPowered by
Model 2 CFO™
Your financial leader brings the context, judgment, and guidance. Our Model 2 CFO™ platform supports the conversation—connecting the numbers you review with the decisions you need to make.
Model 2 CFO™
Business finance workspaceIllustrative screenBOExample Business
Sample data onlyCash Outlook
Starting cash$85,000At the beginning of this example
Forecast low$62,000Week 4 · review commitments
Ending cash$110,000Illustrative base-case scenario
13-week cash outlookBase-case example
Projected cash balance USD · sample data
Week 1Week 4Week 8Week 13
A forecast is a planning scenario—not a guaranteed result.
Bring this to your financial leader.
How would the next hire affect cash around the forecast low?
Compare hiring scenarios
Review invoice timing
Discuss a cash reserve
The next decision: hiring timingUse the outlook to discuss what the business can responsibly commit.
Already have a bookkeeper or CPA you trust? We can work alongside them.
Model 2 CFO™
Illustrative mobile viewYour cash outlook.
13-week base-case example
Projected ending cash$110,000Sample data · not a guarantee
Starting $85kEnding $110k
Next conversationReview the next hire.
Discuss timing and cash commitments with your financial leader.
Owner + CFOA clearer view,
wherever you are.
The phone concept brings the same financial story into a focused view: cash outlook, the next question to resolve, and who to discuss it with.
It isn’t about another dashboard to manage. It’s about a useful conversation with the financial leader helping your business make money.
Understand the cash conversationKeep the next decision in focusConnect the numbers to a person
Illustrative desktop and mobile concepts. Final platform views, capabilities, and engagement scope will be confirmed before launch.
Meet the people behind
your financial leadership.
Financial decisions affect more than a spreadsheet. They affect your team, your clients, and what you get out of the business you’ve built.
Our team brings finance and business-operating perspectives together to help you make decisions that work in practice.
Tony Lael
Fractional CFO
Tony brings firsthand experience owning and leading marketing businesses. He connects financial decisions to staffing, client delivery, profitable growth, and building a business that depends less on its owner.
Trinity Pitre
Finance Team Leader
Trinity brings experience as a controller and bookkeeping team leader. She connects the people and processes needed to keep the books organized, follow up on payments, and coordinate payroll as the business changes.
Refer businesses you know
As a CPA or bookkeeper, your clients count on you for accurate books or tax guidance. When they need help turning that information into budgets, cash forecasts, hiring decisions, or an operating plan, we can provide controller and CFO leadership alongside your work.
Generate a unique link to share with your business clients. Your referral ID follows them into Calendly.
Start with a Financial Decision Review.
Tell us about the toughest financial decision you're dealing with. We'll help you figure out what to do about it.
Bring the decision that’s keeping you stuck—whether it’s hiring, pricing, cash flow, owner pay, or an investment in growth. We’ll talk through your options, what you know, and what needs a closer look.
Worst case, you get to see how we can provide value. You can start with what you have; there’s no need to complete a financial cleanup before contacting us.
Bring your toughest decision.
Tell us what you’re facing and what’s making the decision difficult. We’ll help you work through the options and identify a practical next step.
Go deeper when needed.
If answering those questions requires analysis, a separately scoped paid assessment can review your financial records, develop a cash outlook, prioritize opportunities, and provide a 90-day action plan. We agree on the scope and fee before starting.
Put the plan to work.
Ongoing financial leadership brings together the people and recurring work needed to carry out the agreed plan. We can fill a specific gap or provide broader finance support.