// fractional cfo · lakeelsinore, ca
the finance grown-up your books have been waiting for
forecast · ready
Most growth-stage founders don't need a full-time CFO yet — they need someone who can build the model, sit in the board meeting, and tell them the truth about runway. That's the whole job here. Priced per engagement, no 12-month handcuffs.
// the honest comparison
three ways to handle your finances. here's the real trade-off.
doing it yourself
Cheap, until it isn't. A founder-built model drifts the moment things get busy, and "I think we have eight months" is not a number you want to bring to investors.
- $0 — but it costs you focus & sleep
- breaks the week you need it most
a full-time cfo
Real horsepower — and real salary, equity, benefits and a hiring search you don't have time for. Most companies under a few million in revenue simply don't have enough CFO-grade work to fill the seat.
- $180k–$240k base + equity
- overkill before Series A
jorvik, fractional
You get the model, the monthly numbers, the board prep and someone to argue with about assumptions — for a few days a month, billed per engagement. When you outgrow us and need a full-timer, we'll tell you. That's the deal.
- from $2,400/mo — scoped, not open-ended
- same person every month — not a rotating team
// straight talk
“tell me the number i'm afraid of, then a plan to fix it.”
— the brief every founder gives us, paraphrased
// engagements & pricing
pick the work you actually need. priced per scope.
No tiers padded to look bigger. These are the four things growth-stage companies hire us for, with honest starting numbers. Final quote depends on your stage and data tidiness.
cash flow forecasting
An 18-month model that ties to your bank, not a wish. Base/upside/downside scenarios, burn and runway you can defend in a board seat. Rebuilt and reviewed with you, not handed over as a black box.
one-time build · $3,200 scope this →monthly reporting
Books closed, a one-page dashboard, and a 30-min call where I explain what moved and why.
from $2,400/mobudget modeling
Headcount, hiring plan and department budgets that survive contact with reality.
$2,650fundraise prep
Data room, cap-table sanity check and the model investors will actually pressure-test.
$6,800 flatnot sure which one?
Most engagements start with a forecast and grow from there. We'll tell you what you don't need.
free 30-minute scoping call// how we work, plainly
numbers that survive the meeting you're nervous about.
no jargon, no 40-slide decks · just the figures and what to do next
// what the first engagement looks like
start to first dashboard in about three weeks
the scoping call
30 minutes, free. You tell me the mess. I tell you whether you need me — sometimes you don't, and I'll say so.
access & tidy-up
Read-only access to your books and bank. I flag what's miscategorized before it poisons the model.
the build
Forecast or model assembled, reviewed with you line by line. No assumption goes in that you haven't seen.
the monthly rhythm
If you stay on, you get closed books, one dashboard and a call — same date every month.
// honest answers, before you ask
“is fractional actually enough for us?”
If you're pre-revenue and just need clean books, you need a bookkeeper, not us — and we'll point you to one. If you're raising, scaling headcount, or a board is asking questions you can't answer fast, that's exactly our lane. We'd rather lose the engagement than oversell it.
// the fine print, said plainly
- billed per engagement — cancel a monthly with 30 days' notice
- same advisor every month, not a pool
- we don't do your taxes — we'll work with whoever does
- read-only access; your data stays yours
- serving Lakeelsinore, CA & remote across PST
// start a conversation
tell us where the numbers hurt
Lakeelsinore, CA 92530 point me to the office →