CFO-in-a-Box

The financial clarity your startup deserves

In 30 days, receive the complete financial infrastructure of a $50M company — model, dashboard, cash flow, reporting — built for your business, owned forever.

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Runway
18 months
Financial Dashboard Week of Feb 3
MRR
$127K
↑ 12%
Burn
$84K
↓ 8%
CAC
$1.2K
↓ 15%
Cash
$1.4M

You're scaling beautifully, but navigating without a map.

📊

Looking backward, not forward

Your bookkeeper tells you what happened. You need to see what's coming.

💸

CFO costs don't fit

A full-time CFO runs $250K+ with equity. That's not where you are yet.

Your time is elsewhere

Spending 10+ hours monthly on financial cobbling instead of building your company.

🤷

Board questions linger

Investors ask things you can't answer quickly. The pause speaks volumes.

Everything essential. Nothing superfluous.

A complete financial operating system, thoughtfully built in 30 days, handed off to your team, yours to keep.

Financial Model

3-statement model with 24-month forecast, scenario planning, and unit economics tailored to your business.

KPI Dashboard

Weekly scorecard with the metrics that genuinely matter for your specific model.

Cash Flow System

13-week rolling forecast updated weekly. No more cash surprises.

Reporting Cadence

What to review, when, with whom. Meeting agendas included for crisp reviews.

Process Documentation

SOPs so your team runs the system independently. Built to scale with you.

Training & Handoff

2-3 live sessions ensuring your team owns and maintains it confidently.

Thirty days to ownership

1
Week 1
Discovery & data
2
Week 2–3
Build & refine
3
Week 4
Train & transfer
Day 30
It's yours

Straightforward pricing

Ongoing Partnership
For teams wanting continued support
$3K – $5K
Monthly · Optional add-on
  • Monthly model updates
  • Finance review call (60-90 min)
  • Board & investor deck support
  • Questions via Slack or email
  • Quarterly reforecast
  • Flexible — cancel anytime
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For perspective
Full-time CFO
$250K+/yr + equity
Fractional CFO
$10-20K/month
DIY approach
10+ hrs/mo founder time
CFO-in-a-Box
$15-25K once, yours forever

Built for startups ready to scale

For founder-led companies needing genuine financial infrastructure — without the overhead of a full-time hire.

Revenue $500K – $20M annually
Models SaaS, ecommerce, marketplace, services
Team 5-50 people, founder-led
Finance today No FT finance (or just a bookkeeper)
Trigger Fundraising, board asks, cash clarity
Outcome Financial clarity, minus the overhead

Ready for financial clarity?

Let's discuss what the right infrastructure looks like for your business.

Book a Call