CFO Navigator
Your financial guide while you scale from $2M to $10M in revenue.
Perfect for:
Owners feeling overwhelmed by growth and financial complexity
Businesses with messy numbers and cash flow uncertainty
Teams hesitant to invest in full CFO services but ready for guidance
Integrity
We treat your business as if it were our own. Our success is measured by your success.
Accuracy
We leverage the latest technology to ensure accuracy and focus on what matters most.
Growth
Whether it is your business or personal, we focus on setting goals and keeping you accountable to each milestone.
What’s Included
Monthly financial strategy calls
Bookkeeping review and clean-up support
Cash flow projections and action plans
KPI tracking and accountability check-ins
Direct access to an expert advisor for questions between sessions
Clear roadmap to prepare for full Fractional CFO services
Key Benefits
Financial Strategy for Growing Businesses
CFO Navigator gives you access to experienced financial guidance at a more accessible rate, designed specifically for businesses in growth mode but not quite ready for full-time CFO support.
Custom Budgets, Forecasts, and Metrics You Can Actually Use
We help you build forward-looking budgets, track key metrics, and develop simple dashboards — so you can make data-informed decisions instead of operating on gut feeling.
Clean, Clear Financials That Support Smarter Scaling
We ensure your bookkeeping is accurate and your reports are decision-ready.
Whether you're evaluating pricing, hiring, or investing in growth — the numbers will back you up.
Proactive Support to Manage Cash, Margins, and Growth Risk
We review your cash flow regularly, identify bottlenecks, and help you avoid common pitfalls that derail growth-stage companies.
It’s not just financial oversight — it’s financial foresight.
A Trusted Partner to Help You Step Into CFO-Level Thinking
We become your financial co-pilot — meeting monthly, reviewing KPIs, and helping you interpret what the numbers mean.
It’s more than advisory — it’s building your CFO muscle, so you're ready for the next stage.
Still Not Sure Which Path Is Right for You?
Let’s talk. In just 30 minutes, we’ll map out where your business is today and recommend the right service to get you to where you want to be.
We have answers
Frequently Asked Questions
We understand that hiring someone to help you with your business can be stressful. Here are some of the most common questions we get from people in your shoes.
How much does your service cost?
We offer tailored services recognizing each business's unique needs. By evaluating your annual requirements, we create a fixed monthly service package encompassing all your needs. Our pricing model is both fair and transparent, designed to provide value and simplicity.
Do you offer a guarantee?
Yes. Our CFO services are backed by a 30-day satisfaction guarantee. If you’re not happy within the first month, we’ll refund your payment — no questions asked.
Can you work with my internal finance or accounting team?
Yes. We often collaborate with internal controllers, bookkeepers, and leadership teams to deliver higher-level strategy and insights.
Do you have experience in XYZ industry?
Our clients span various industries, and while we don't specialize in a single sector, we customize our reporting to meet your needs and pinpoint your unique KPIs. Despite industry differences, we've discovered the fundamental principles of business remain consistent.
How long does it take to fully onboard?
If no major cleanup is needed, we begin immediately on day 1. Within 30 days, we aim to thoroughly understand your business and deploy all necessary tools for efficient management, ensuring a smooth and effective operation tailored to your specific needs.
Do you offer tax preperation service?
While we don't provide tax preparation services, we partner with a network of excellent CPAs. This collaboration allows us to utilize their tax expertise, enabling us to concentrate on supporting your business growth through financial insights and operational improvements.
Can I hire you for a project?
We exclusively offer ongoing services, with the exception of initial bookkeeping cleanups for new clients. This approach ensures we dedicate 100% of our attention to delivering the highest quality service to our existing customers.
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