// about · jorvik advisory

one person who'll tell you the truth about your numbers

No account managers, no junior analyst doing the real work behind a senior name on the invoice. When you hire Jorvik, you're hiring the person who builds the model, sits in your board meeting, and says the uncomfortable thing out loud.

since · day one The advisor behind Jorvik Advisory reviewing a printed cash flow forecast no rotating team
// the short version

why this firm exists

Jorvik Advisory started after years of watching the same scene play out: a good company, real revenue, a founder who could build the product in their sleep — and a finance situation held together with a spreadsheet nobody fully trusted. The founder knew roughly how much cash was in the bank. Roughly is a dangerous word when a board is asking questions.

The usual options were both wrong. A full-time CFO costs $180k–$240k plus equity and doesn't have enough work to do yet. A big advisory firm sells you a partner's name and hands the file to whoever's free. Neither one is what a growth-stage company actually needs.

“you don't need a department. you need one person who knows your numbers cold and won't sugarcoat them.”

So that's the whole model. The same advisor every month. Work scoped to what you need and billed per engagement, not locked into a year-long retainer that's mostly margin. And — this is the part most firms skip — we'll tell you when you don't need us. If you're pre-revenue and just need clean books, that's a bookkeeper, and we'll point you to a good one. We'd rather lose the engagement than oversell it.

// no obligation, no pitch deck

thirty minutes to find out if we're even a fit.

— and if we're not, you'll leave knowing what you actually need

book the scoping call

// how we actually operate

five rules we won't quietly break

01

the model ties to the bank

If a forecast doesn't reconcile to your actual cash position, it's fiction with formatting. Every number we hand you traces back to something real.

02

you see every assumption

No black-box deliverable. We build with you, line by line, so you can defend the numbers in a room without us in it.

03

plain words, not jargon

EBITDA bridges and 40-slide decks impress nobody who has to make a decision by Friday. We say what moved and what to do about it.

04

bad news arrives early

If runway is shorter than you think, you hear it the month it shows up — not in the board meeting where it's too late to act.

05

your data stays yours

Read-only access only. We don't move money, we don't file your taxes, and we work alongside whoever already does.

// the plain facts

everything you'd ask on the call

The stuff that usually takes three emails to nail down. Here it is up front, so you can decide before you ever pick up the phone.

where we're based105 S. Lewis Street Apt 2, Lakeelsinore, CA 92530 — serving Lakeelsinore and remote across the Pacific timezone.
who you work withThe same fractional CFO, start to finish. No handoff to a junior, no rotating pod.
how billing worksPer engagement. One-time builds are flat-fee; monthly work cancels with 30 days' notice. No year-long lock-in.
what we don't doBookkeeping data entry, tax filing, or moving your money. We work with whoever already handles those.
who we're right forGrowth-stage startups and small businesses with real revenue, a board, or a raise on the horizon.
typical first engagementAn 18-month cash flow forecast, built and reviewed with you in about three weeks.
hoursMon–Fri 8:30am–5:30pm. Board-week emergencies get answered same day.

// the person on the invoice

what it's like to actually work with us

You'll get a calendar invite on the same date each month, a one-page dashboard you can read without a finance degree, and a thirty-minute call where the goal is for you to walk away knowing exactly what to do next.

Between calls, you can text the number below with the question you're embarrassed to ask. That's the point of hiring one person instead of a firm — there's no ticketing system, no "let me loop in the team." Just an answer.

start a conversation
A one-page Jorvik Advisory dashboard on a desk with a coffee and pen

// ready when you are

tell us the number you're afraid of.

we'll tell you whether it's as bad as it feels — and what to do about it

book a call call (951) 233-1580
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