CFO Lite
Fast, expert clarity — when you need it now.
Not every financial challenge needs a long-term engagement. Sometimes you need a sharp mind, a fast read, and a clear path forward on one specific decision.
Not every financial challenge needs a long-term engagement. Sometimes you need a sharp mind, a fast read, and a clear path forward on one specific decision.
Maybe you're staring at a cash-flow crunch. Maybe you're prepping for a loan and need lender-ready numbers fast. Maybe you're stuck on a pricing call, an acquisition, or a big hire and want an objective, expert second opinion before you commit.
CFO Lite is project-based financial consulting for exactly those moments — senior-level analysis and a documented next-step plan, without the long-term commitment of an ongoing CFO.
A seasoned financial executive on your problem — not a junior analyst.
Most assessments are scoped and delivered in days, focused on the critical issues.
A clear analysis, key findings, recommendations, and a defined next step.
Fresh eyes, no politics, no agenda — direct feedback grounded in sound accounting.
You know the scope before we start. No open-ended meters, no surprises.
If you decide you want ongoing support, it transitions cleanly to Fractional CFO.
A single, urgent problem or decision with a clear finish line. Project-based, no commitment.
You need a financial partner in the numbers month after month as you grow. See Fractional CFO →
A quick conversation to pin down the problem, deadline, and what success looks like.
We estimate the work, quote a fixed price, and schedule to your deadline.
We dive in — request what we need and do the analysis fast.
You get documented findings, recommendations, and a clear next step.
Tell us the situation and your deadline. We'll confirm scope and a path forward.
We quote upfront on scope. If the work expands, we tell you before going over — no surprise bills.
Yes — P&L, balance sheet if you have it, and relevant supporting documents. The more complete, the faster we move.
Often the same week. For urgent needs we can usually begin within a couple of business days.
Absolutely, and many do — but there's no pressure. We're happy to stay project-based.
Take the 60-second fit check or book a call — either way you'll leave with a clear next step.