Our Approach

Our Fractional CFO Approach
We Don't Guess. We Diagnose.

Most consultants show up with a playbook and hope it fits.

We show up with diagnostic tools, find your actual constraint, and fix that first.

Our Model

We're built for long-term relationships β€” minimum 3-year horizon.

Our financial model relies on converting clients to yearly engagements. That means we take baby steps at the beginning β€” join our list β†’ Clarity Call β†’ Assessment β†’ first few months β€” to make sure we're a match. But the goal is always a long-term partnership.

This only works if we're proving value month after month. If we're not, we fire ourselves.

We don't lock you into contracts and hope you forget to cancel. We earn the right to keep working together by making your numbers better β€” profit, cash, owner take-home. If that's not happening, we'll be the first to say so.

Our Process

Baby steps to build trust. Long-term partnership to build wealth.

02

Clarity Call

See if we can actually help you

This isn't a sales call. It's a fit check.

We're looking for specific factors that show a high likelihood of success:

  • βœ“ Revenue in the $3M–$8M range
  • βœ“ Trade contractor or project-based business
  • βœ“ "Profitable on paper, broke in reality" problem
  • βœ“ Willing to look at the numbers honestly
  • βœ“ Ready to make changes, not just talk about them

If you don't fit, we'll tell you. If you do, we'll walk you through the Assessment.

We offer a money-back guarantee on the Assessment β€” so we only take on people we're confident we can help.

03

Financial Health Assessment

X-ray the business. Find the constraint. Build the plan.

We don't start with advice. We start with diagnosis.

Diagnostic Tests

We run you through our full diagnostic stack: Transformation Readiness, Mozi 6 Constraint Diagnostic, Brutal Truth Calculator, Trajectory Calculator, and Blessing Block assessment.

These tell us where the business is stuck β€” and where you might be stuck.

Financial Systems Review

We pull your P&L, balance sheet, cash flow, job reports, AR/AP aging, and WIP.

Then we rebuild how they actually connect β€” because most contractors have three statements that don't talk to each other.

Business Mapping & Inefficiency Audit

We map your entire operation: how work flows from lead to invoice to cash. We benchmark against elite operators (not "industry average").

We find where money leaks β€” pricing, collections, job costing, cash timing, overhead, tax.

"Is this going to be all spreadsheets?" β€” I've never seen a spreadsheet crawl into an attic, deal with a pissed-off homeowner, or manage a crew in August heat. The numbers matter because they tell us where to look β€” but every recommendation is pressure-tested against field reality.

90-Day Plan

You get a written plan with 3–7 specific moves, starting with your #1 constraint.

Each move has: what to change, who owns it, expected financial impact, and a feasibility filter so it's actually doable for your team.

The guarantee: If we can't find $50K in realistic upside with a plan you agree is doable, you get your $5,000 back.

04

Ongoing CFO Partnership

Remove one constraint at a time until the business runs clean

Once we know your constraints, we work through them systematically β€” biggest first.

Monthly rhythm:

  • β†’ Clean close with real numbers
  • β†’ Scoreboard review (the 5-10 metrics that actually matter)
  • β†’ Constraint check: what moved, what's stuck, what's next
  • β†’ 13-week cash forecast
  • β†’ Bank-ready and buyer-ready reporting

None of this works if you're looking for "set it and forget it."
It works if you're willing to stare at the truth, make hard calls, and hold the line for months, not days.

You stay in the driver's seat. We bring the map, the math, and the accountability.

The goal isn't "better reports." It's 15%+ net profit, predictable cash, and a business that doesn't depend on you remembering everything.

What to Expect

The Wilderness

Every business owner who undertakes meaningful change enters what we call "the wilderness" β€” a psychological and physiological state of disorientation that accompanies stepping outside familiar patterns.

This is not weakness. It is not a character flaw. It is a predictable, measurable biological response that occurs in every human being who ventures beyond their comfort zone.

When you face decisions that carry real risk β€” raising prices, restructuring your team, changing your business model β€” your brain responds as if you're facing physical danger. Stress hormones flood your system. Your field of attention narrows. You lose access to your highest cognitive capabilities at precisely the moment you need them most.

Freeze

You go blank, numb, or avoid looking at the numbers. Time feels strange. You're watching yourself from a distance.

Flight

You find urgent reasons to delay decisions or reschedule calls. The email can wait until Monday. You need to be anywhere but here.

Fight

You push back hard, get defensive, or want to argue the data. Irritability disproportionate to the situation.

Fawn

You agree too quickly, discount before asked, or abandon your position to avoid conflict. Giving away your power to stay comfortable.

Why We Prepare You for This

Part of our job is to flag when you're in the wilderness and walk you through a reset so you decide from coherence, not panic.

We provide tools and protocols for navigating these moments β€” because the businesses that transform are the ones that develop the skill to move through discomfort, not avoid it.

Every client receives our complete Wilderness Guide with emergency protocols, daily practices, and the integration framework. This isn't soft stuff β€” it's the difference between making decisions that stick and retreating to old patterns.

What You'll Think (And What We'll Do About It)

The Predictable Objections

These concerns are reasonable, predictable, and β€” with thought β€” easily overcome. We've heard them all. We coach you through every one.

"This will take time and attention."

Yes. Transformation requires focus from you and your team β€” meetings, data gathering, honest conversations.

How we handle it: We minimize the burden on you. We pull the data. We run the diagnostics. We build the plan. Your job is to show up and decide.

"I can't do everything β€” something has to give."

Correct. Working on the constraint means not working on other things. That's the point.

How we handle it: We help you decide what to stop. Often the answer is subtraction, not addition. We'll tell you what to drop.

"My resources will need to shift."

Yes. Money, people, and time may need to go somewhere else. This isn't addition β€” it's redistribution.

How we handle it: The 90-day plan shows exactly what shifts, why, and what the expected return is. No blind reallocation.

"Implementation will cost money too."

Sometimes. Executing the plan may require new systems, training, or restructuring.

How we handle it: The plan includes feasibility filters. We don't recommend what you can't afford or can't execute. And we show the ROI.

One Constraint at a Time

Your business can only perform at the level of its weakest function. We don't try to fix everything β€” we find your #1 bottleneck, focus all resources on breaking it, then find the next one.

Spreading effort across every function = marginal improvements everywhere, transformational improvements nowhere.

Your Competitors Likely Won't Do This Work

Most business owners hit the wilderness and retreat. They feel the discomfort, make excuses, and return to old patterns. The consultants and accountants they work with let them off the hook β€” because it's easier.

We don't let you off the hook. We prepare you for the wilderness, coach you through the objections, and hold you accountable to the plan. Not because we're hard-asses β€” because that's the only way the numbers actually change.

The owners who do this work β€” who push through the discomfort and execute the plan β€” end up with businesses their competitors can't touch.

Ready to Start?

Book a 20-minute Clarity Call. We'll see if you have a $50K+ problem we can actually fix.

All the risk is on us. If we're not the right fit, we'll tell you.

Book a 20-Minute Clarity Call