CFO Diagnostic

Decision-grade financial visibility in 10 business days.

Most founder-led companies don’t have a “revenue problem.” They have a visibility + decision problem: cash feels tight, margins are unclear, and every hire or growth move feels risky.

The CFO Diagnostic is a 10-day, decision-grade review that gives founder-led businesses a stress-tested 13-week cash forecast, a clear profit map, and a prioritized 90-day finance roadmap—so you can hire, price, and grow with confidence.

Investment: $1,500

If you don’t walk away with at least 5 specific, prioritized actions you can execute in the next 30 days, I’ll refund the fee or keep working (your choice) until you do.

If you move into a fractional CFO retainer within 30 days, I credit the $1,500 toward month one.

What you get

  • 13-Week Cash Forecast (Model + Readout)

  • Profit & Pricing Breakdown

  • Working Capital + Liquidity Scan

  • Capacity + Labor Efficiency Review

  • CFO Decision Pack (Executive Memo + 90-Day Plan)

How it works

  • Day 1: Kickoff + data request (60 min)

  • Days 2: Analysis + clarification questions async

  • Day 10: Executive readout + delivery of CFO Diagnostic

Best for

Founder-led businesses that are growing but feel:

  • cash tightness despite sales growth

  • margin confusion / “we’re busy but not profitable”

  • uncertainty about the next hire, expansion, or price move

  • bookkeeping is handled, but strategic finance isn’t

Not for

  • pre-revenue or “idea stage”

  • companies needing tax/legal compliance work

  • founders unwilling to share real numbers

Next Step

If the Diagnostic feels like the right starting point, complete the form below. We’ll confirm fit, outline the next steps, and schedule your onboarding session.