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The CFO for entrepreneurs
scaling from $500K to $20M

We predict what’s coming 12-18 months ahead, facilitate the capital you need, and execute the strategy that gets you there.

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Explore by stage

$500K-$20M

Revenue range we serve

4 Stages

Financial infrastructure framework

12-18 months

How far ahead we plan
The Problem

Most entrepreneurs practice "rearview mirror finance"

You’re looking backward at last month’s numbers when you should be planning 12-18 months ahead. Your bookkeeper reports history. Your accountant files taxes. But when you’re making six-figure decisions weekly, you’re operating on instinct, not models.

Our Approach

We practice Horizon Finance instead

Horizon Finance means predicting your financial needs before you’re desperate, modeling major decisions with real numbers, building wealth outside your operating business, and accessing capital when opportunities arise—not when you’re in crisis.
The 4 Growth Stages

Every business from $500K to $20M moves through four distinct financial stages

Each stage has specific infrastructure needs, capital requirements, and wealth-building opportunities. Most entrepreneurs plateau because they don’t upgrade their financial infrastructure as they grow.
Foundation

$500K-$1M

Clean books, optimized entities, basic CFO strategy. Transition from DIY to professional infrastructure.
Starting at $2.050/month
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Growth

$1M-$5M

Strategic capital access, wealth building, sophisticated forecasting. Making six-figure decisions weekly.
Starting at $3.600/month
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Scale

$5M-$10M

Multi-entity operations, major capital, acquisition readiness. Enterprise-level complexity.
Starting at $6.700/month
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Exit

$10M-$20M

Investor due diligence, exit preparation, wealth preservation. Maximize valuation.
Starting at $12.400/month
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Services

Three services most businesses handle through three separate vendors

Bookkeeping

$500-$2000/month
AI-powered bookkeeping that gives you clean, accurate financials monthly—not just transaction recording, but strategic insights.
Monthly financials
Bank reconciliation
AP/AR management
QuickBooks Online

Tax Advisory

$50-$400/month
Strategic tax planning, not just tax filing. Entity optimization, quarterly planning, and actual tax reduction—saving most clients $10K-$100K+ annually.
Tax preparation
Quarterly planning
Entity optimization
IRS representation

CFO Services

$1,500-$10,000/month
Strategic CFO thinking focused on what’s coming 12-18 months ahead. Cash flow forecasting, capital access, financial modeling for major decisions.
Strategic planning
Cash flow forecasting
Capital facilitation
Financial modeling
Board reporting
What makes us different

We execute strategy, not just advise

01

We predict, not just report

Your bookkeeper tells you what happened last month. We tell you what’s coming next year. Most businesses practice “rearview mirror finance.” We practice Horizon Finance—cash flow forecasting, scenario modeling, and strategic planning 12-18 months ahead.

Example: A Growth stage client asked about hiring two salespeople. We modeled three scenarios with cash flow impact, breakeven timelines, and ROI projections. They made a confident decision based on numbers, not guesswork.

02

We actually secure capital

We don’t just advise you to “go get a line of credit.” We actually facilitate it. We prepare your financials, build your capital story, and help you secure SBA loans, lines of credit, and growth capital.
Example: A client needed $200K for expansion. We showed them how to secure $1.2M instead—same financials, different presentation. That additional capital unlocked 2 years of growth in 8 months.

03

We implement wealth building

We don’t just recommend strategies. We implement them. Our REP Program helps you qualify for Real Estate Professional tax status (saving $30K-$100K annually). We structure entities properly and build wealth alongside your operating business.

Example: A Scale stage client was paying $180K in taxes on rental properties. We implemented REP status and restructured entities, reducing their tax bill by $95K annually.

How it works

Simple process, strategic partnership

Step 1

Free strategy call

30-minute consultation to discuss your revenue stage, financial setup, and goals.

Step 2

Customized plan

Service recommendations based on your stage with transparent, predictable pricing.

Step 3

30-day onboarding

Set up your financial infrastructure and establish reporting systems.

Step 4

Ongoing partnership

Monthly financials, strategic calls, and year-round CFO support.

Ready to move from reactive to predictive finance?

Most entrepreneurs at $1M-$3M are still operating on last month’s numbers when they should be planning 12-18 months ahead. Schedule a free strategy call to discuss your revenue stage and financial infrastructure.
Book your free CFO call