Services

Three ways to work together.

One anchor rate. The effective rate drops when you commit to recurring capacity. Hours are a scope, not a timesheet.

Advisory

A CFO in the room for the decisions.

From $2,500per month

About 10 hours a month. For founders who have a bookkeeper and a model and need senior judgment on the calls they are already making. Biweekly call plus async.

  • Monthly finance review: actuals vs. plan, cash, runway, and the three decisions that matter next.
  • Review of the model, board deck, and investor updates before they go out.
  • On call for financial decisions: hires, pricing, vendor spend, contract terms.
Core

Own the plan, the reporting, and the stack.

From $5,750per month

About 25 hours a month. For post-seed companies that need a CFO who owns the numbers and coordinates the accountants. Weekly call, Slack access.

  • Operating model and budget, reforecast monthly.
  • Monthly board and investor package, with the narrative.
  • Cash and runway; burn plan agreed and revisited monthly.
  • Finance stack selected, set up, and managed: bookkeeping, tax, payroll, expense tools.
  • Hiring plan, compensation budget, KPI definitions and dashboard.
  • Raise readiness: model, metrics, and materials that hold up in diligence.
Embedded

In the leadership team.

From $10,500per month

40 to 60 hours a month. For companies preparing for the next round, scaling headcount, or operating across entities and countries. Weekly leadership meeting, daily availability.

  • Everything in Core.
  • Raise readiness at Series A standard: narrative, model, data room, metrics, investor Q&A preparation, term sheet analysis when offers come in.
  • Build and manage the finance team and vendor bench.
  • Pricing, unit economics, go-to-market economics.
  • Cap table, option pool, capital structure, multi-entity and cross-border structuring.

Monthly retainer, invoiced at the start of each month. Three-month initial term, then month to month. Tier can move up or down at any month boundary. Third-party accounting, tax, payroll, and software are the client's, paid directly; I select and manage them.

The first 30 days

Defined deliverables before the retainer starts running.

  1. Advisory

    Model audit, runway view, reporting template.

    A written fix list for the model, a 12-month runway view, and a one-page monthly reporting template you can maintain yourself.

  2. Core

    Stack audit, rebuilt model, reporting package v1.

    Finance stack audit and setup plan; operating model rebuilt; the first board package delivered; runway and burn plan signed off.

  3. Embedded

    Everything in Core, plus the room you are walking into.

    Either a Series A-ready data room and narrative, or a leadership-level operating cadence, depending on where the company is.

What is not included

I do not do your bookkeeping. I make sure it is done right.

Bookkeeping, tax filings, and payroll processing are sourced and managed, not performed. And this is not a capital-raising service: I get the company ready for the round. The founder runs it.

Questions founders ask

Straight answers.

We are too early for a CFO.

Too early for a full-time one. Not too early to know your burn, your runway, and what the Series A deck needs to show. That is what the seed money is for.

We already have a bookkeeper.

Good, keep them. Bookkeeping tells you what happened. This is about what to do next, and about the reporting investors will ask for.

Can we do hourly?

Yes, at $250 an hour. The retainer exists because the value is in continuity: the same person who built the model is the one in the room when the decision comes.

Can we start smaller?

Advisory. Move up when the workload does. If an investor or accelerator sent you, ask me about the pilot month.

Not sure which tier? That is the first call.

Bring the round size, the runway, and who runs finance today. I will tell you what fits, and what does not.

Book an intro call →