How It Works


All of the sophistication of a CFO, before you can afford one.

You sign, and we take it from there.

1

Talk to us.

The Chemistry Call: thirty minutes, free, nothing to prepare.

2

We show you where you stand.

A week in your numbers. You get a scorecard: what works, what doesn’t, what we fix first.

3

We fix it, month by month.

A standard process, with your team, your bookkeeper, and your CPA. We keep moving whether you make the meeting or not.

4

Your team takes it over.

When you’re ready for a full-time CFO, we help you hire.

What you put in: access to your books, one person who can answer a question within a day, and a team willing to learn as we go.

Book the Chemistry Call

What to Expect


  • Your books: we make sure they’re right every month. A bookkeeper who’s doing good work stays.
  • Your questions: they come to our team, and you hear back within two business days.
  • Meetings: once a month we walk you through your numbers. Once a quarter, we look at the bigger picture.
  • Our process: the same for every client. As you grow, we take on more of the thinking.
  • Your banker and your investors: we build the numbers and get you ready. You do the talking.

We plan for the day you don’t need us.