Calendar open. Pick any available time.
Thirty minutes with a CFO. Bring the numbers that worry you.
You talk, we listen, and before the half hour is up you will know where the cash is going, what the books are not telling you, and what kind of help you actually need. No pitch deck. No obligation.
You leave with
- A plain reading of where your cash is going and what is draining it
- The reporting and control gaps worth fixing first
- A straight answer on fit: Controller, CFO, both, or neither
- Experience
- 20+
- Years leading finance and accounting
- Company size
- $3M+
- To $50M revenue: who we serve
- Length
- 30
- Minutes. Confidential.
Schedule your call
30 minutes · Confidential · No obligation
Prefer the phone? (602) 892-5281
The first 30 minutes, itemized
Every minute accounted for. Naturally.
Finance people cannot help themselves. Here is the call, posted to the ledger before it happens, so you know exactly where the time goes.
00:00 to 05:00
The situation
Revenue range, the platform you run, and the problem that made you book this call.
05:00 to 15:00
Cash and reporting
Where cash sits, where it leaks, and how long it takes to close a month. Honest answers welcome. We have heard worse.
15:00 to 25:00
What we see
The gaps worth fixing first, in plain language. No jargon, no slide deck, no forty-page proposal before you have said yes.
25:00 to 30:00
The recommendation
Controller, CFO, both, or neither. If a bookkeeper is the right answer, you will hear it from us first.
- Slides presented
- 0
- Sales pressure
- None
- Total obligation
- None
Before you book
A good call starts with a good fit. Here is ours.
Book the call if you are
- Privately held, roughly $3M to $50M in revenue
- Construction, skilled trades, building materials, distribution, home services, professional services, real estate, or retail
- Growing faster than the books can keep up, or under financial stress
- Owners who want the numbers straight, even when they are not pretty
We will point you elsewhere for
- Bookkeeping only, with no need for finance leadership
- Revenue under $1M
- Tax preparation, audit, or legal advice (we are financial consultants, not your CPA or attorney)
FAQ
Before you pick a time
Is this a sales call?
No. It is a working conversation about your numbers. If we are a fit, we will say so and outline next steps. If we are not, we will point you somewhere better.
What should I bring?
Whatever you have: a recent P&L and balance sheet, a sense of your bank balance, and the question that keeps you up. Messy books are fine. They are often the reason people call.
Is the conversation confidential?
Yes. What you share on the call stays between us.
Do you only work with Arizona companies?
No. We are based in Scottsdale and work with companies nationwide, remote first, with on-site visits when the work calls for it.
None of the times work. Now what?
Call (602) 892-5281 on a weekday, or send the assessment form and we will reply within one business day.
The books will not fix themselves. Thirty minutes is a start.
Pick a time, call (602) 892-5281, or send the assessment form.