FOR COMPANIES WITHOUT A CFO

You don't need a CFO yet. You need the function.

A full-time CFO is premature. A bookkeeper isn't enough. We run the function in between, engineered rather than just administered.

THE SITUATION

What this usually looks like.

None of these is a crisis on its own. Together they are the reason the finance function quietly becomes the founder's second job.

Your books tell you what happened, not what to do next.

Closing the month is not the same as understanding it. You get a P&L and still cannot say what to do differently.

The person running your books is now juggling three other jobs too.

It works until it doesn't. The failure is usually silent, and you find out during a raise.

Month-end takes longer every quarter and nobody's quite sure why.

Each new system, entity or product line adds manual steps nobody documented.

A fundraise or an acquisition is coming and nobody owns the numbers.

Diligence does not care that you were busy. Clean books take months to produce retroactively.

WHAT WE RUN

What we take off your desk.

This is not a list of tools you'd have to run. It's a finance function that produces each of these every month, whether or not you think about it.

Invoices out on time, bills paid without manual entry Books closed by a fixed date every month A dashboard with cash, revenue and margin, updated daily Collections that chase your customers so you don't have to A 13-week cash forecast you can hire and spend against A board and investor package that goes out without a fire drill
Ramp Stripe Make.com Gusto QuickBooks Fathom BILL

One example of a stack we work inside. The mesh changes shape with yours.

See what's in each plan →
WHAT THIS REPLACES

Cheaper than the first hire you'd make.

The honest comparison is not our price against nothing. It's our price against the people you'd otherwise hire to do the same work.

What you'd otherwise buildUSLATAMOpexi
One bookkeeper~$7,500/mo~$1,800/moCore, $1,700/mo
A bookkeeper, a staff accountant and an analyst~$25,800/mo~$7,250/moGrowth, $3,500/mo
The above, plus a controller~$47,900/mo~$9,000/moCommand, $6,000/mo

US figures use 2026 national starting-salary midpoints from the Robert Half Salary Guide, loaded at 1.43x for benefits and payroll taxes, per US Bureau of Labor Statistics data showing wages account for 69.9% of total employer cost. LATAM figures are 2026 market ranges for equivalent roles.

And it does not resign.

HOW WE START

What working with us looks like.

Four steps, no long procurement. You can stop after the assessment and keep everything we found, with no obligation to continue.

Step 1

We talk

You tell us what's broken, slow or invisible. No forms, no scoping documents upfront. We'll tell you honestly whether we can help and where we'd start.

Step 2

We assess

A focused diagnostic of your finance function: close process, cash visibility, data quality, systems. You get a written picture of what's solid, what's fragile, and what it's costing you.

Step 3

We build

Scoped upfront, priced before we start. Either we step in as your fractional CFO on one of our plans, or we embed on the specific initiative your team can't get to.

Step 4

We stay

A finance function that runs every month without drama. Everything is documented, so if you ever want to take it in-house, you can. You're never hostage to us.

COMMON QUESTIONS
What if we already have a bookkeeper?

Most of our clients do, and it usually stays that way. A bookkeeper records what happened. We run the function forward: the close calendar, the cash view, the collections process and the systems underneath. We will tell you honestly if the arrangement is not working.

Do we have to commit to a long contract?

No. Engagements are monthly at a flat price. The diagnostic sets the starting scope and you can move between plans without re-onboarding.

What size company is this for?

The question is not size, it is whether anyone owns your finance function. If the answer is "partly the founder and partly a bookkeeper," this is built for you.

Let's find out what you'd get back.

Tell us what's slow, broken or invisible. We'll tell you where we'd start and what it would cost.