Free Consultation With An Expert CFO
Fill out the form to schedule a no-obligation, 30-minute consultation with one of our senior CFO advisors. We’ll review your business situation and give you immediate clarity on how to improve your finances.
We help business owners and entrepreneurs get control of cash flow, cleanup accounting, plan growth, evaluate acquisitions or funding, or simply understand what it would take to get an experienced CFO mindset working for them.
What you get during the call:
A quick financial health check based on what you tell us
A transparent view of what service paths might fit you best (cleanup, fractional CFO, acquisition support, etc.)
An outline of potential problems and opportunities we see immediately
Clear next steps — whether you go forward or take more time
What Happens After You Fill the Form
We reach out within 24 business hours to schedule your free consultation.
You and the CFO chat (30 min) about your business, finances, pain points, and aspirations.
You get honest feedback and recommendations. We will show you what we see, what could be improved, and what you should watch out for.
If you want to proceed, we discuss further engagement; if not, no problem. We keep it simple, transparent, and centered on your needs.
What is included in the free consultation?
The free consultation is a 30-minute video or phone call with one of our expert CFOs. We review your current situation based on the information you provide, offer initial observations, and suggest next steps. No strings attached.
Do I need to commit to anything after the call?
No. The consultation is 100% free and carries no obligation. We understand that every business is unique, and many founders just want clarity before deciding next steps.
Do you only work with U.S. companies?
We work with companies in the U.S. and Canada. Wherever you are, reach out and we’ll confirm whether we’re the right fit.
Will you contact me if I submit the form?
Yes — we aim to respond within 24 hours on business days. If you don’t see a reply, check your spam folder or send us a quick follow-up email.
What kind of businesses should use this consultation?
Any business owner who wants guidance on finance: whether you need to clean up accounting, plan for growth, raise capital, manage cash flow, explore acquisition, or simply understand what a CFO-level support would look like.