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.
Go deeper on the decisions this work supports.
Bookkeeper vs CPA vs controller vs CFO, the five metrics worth tracking, and why profit and cash diverge.
How lenders price risk, the credit and DSCR floors they expect, and how to prepare before you apply.
How flexible contract terms keep deals closing when clients stop committing long.
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.
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