Finding where the money goes
Diagnostic work: the honest read of where you actually stand. I draw on these capabilities as the business needs them, not as a fixed sequence every client receives.
What sits in this area.
CFO Financial Diagnostic
The first honest read of the P&L, the bank rhythm, and the highest-value places to start.
Learn more →Margin Erosion Analysis
A line-by-line trace of what moved in pricing, cost, and mix, and what it’s worth.
Learn more →Cash Flow Gap Diagnosis
Why the bank balance and the P&L keep telling different stories.
Learn more →How pricing works.
The Right Fit Call, the Financial Assessment, and the Findings Review are all at no cost. If we go forward from there, the engagement is a monthly retainer scoped to your business, and it’s fixed in writing before either of us commits.
Common questions.
The Right Fit Call, the Financial Assessment, and the Findings Review are all at no cost. From there, engagements are a monthly retainer scoped to your business and fixed in writing before either of us commits.
The baseline, the strategy work, the rolling forecast, and the executive scorecard. They live in your workspace and they outlast the engagement.
Your historical financials and a conversation with whoever owns the numbers today. If the books are significantly behind, we’ll talk about getting them current first. That’s a conversation, not a disqualification.
Book a call.
Thirty minutes. No pitch.