Stop Guessing. Start Growing. (Free 2-Hour CFO Audit)
We’ll screen-share your books live, spot what’s costing you money, and hand you a 90-day plan to fix it. No jargon. No pitch. Just clarity.
Three Things That Change When Your Numbers Are Clean
Your books
are lying to you
We find the errors your bookkeeper missed and show you the real numbers. Most companies have 3-7 material issues hiding in plain sight.
You're leaving
money on the table
Discover hidden margin leaks, pricing gaps, and cash flow blind spots. The average client finds $50K+ in the first 90 days.
You don't need an MBA to understand your business
Get a plain-English action plan you can actually execute. No 47-page reports. Just clear next steps prioritized by ROI.
What Happens in Your 2-Hour Session
What you WILL get:
-
Live CFO-Led Screen-Share Diagnostic
Real-time review of your QuickBooks, Xero, or accounting system -
Accounting Health Check
We'll audit your chart of accounts, reconciliations, and KPIs -
Cash flow, margins & risk assessment
See exactly where money comes in, where it leaks out, and what keeps you up at night -
Prioritized 30-60-90 day action plan
One-page roadmap ranked by impact (not complexity) -
Plain-English explanations
Zero jargon. If your teenager couldn't understand it, we'll say it differently -
Full session recording
Video delivered within 24 hours so you can review and share with your team -
Written plan within 48 hours
Clear action items your team can execute Monday morning
What you WON'T get:
- A sales pitch for ongoing services
- Generic advice you could Google
- A 47-page report you'll never read
- Judgment about your current state
Who This Is Perfect For
This session is designed for:
-
Founders & CEOs
who want decision-ready numbers they can trust -
Companies with in-house or outsourced bookkeepers
who need a second opinion -
Teams tired of month-end surprises
and "mystery variances" -
Leaders who want a plan they can execute
without hiring a full-time CFO -
Businesses doing $500K–$20M in revenue
(the sweet spot where this has maximum impact)
What to bring to the session
- Latest Profit & Loss statement
- Balance sheet
- Aging reports (AR/AP)
- Recent bank reconciliations
- Your top 3 financial questions or concerns
Don’t have all of these? No problem. We’ll work with what you have.
Real Results from Real Companies
$847K
Cash found in 6 months
(Tech startup, faster AR turns)
3-7%
Margin improvement on average
(By fixing pricing & COGS tracking)
15 days → 5 days
Month-end close time reduced
(Process cleanup + automation)
Three Simple Steps to Clarity
Book Your Time
Choose your slot below. You'll instantly receive a confirmation email with a prep checklist and calendar invite.
Screen-Share Audit
We hop on Zoom, you share your screen, and we review your numbers together in real-time. Bring questions—we'll answer them all.
Get Your Action Plan
Within 48 hours, you'll receive the session recording plus a one-page roadmap prioritized by ROI. Your team can start executing immediately.
Wait, Why Is This Free?
Fair question. Here’s the truth:
Most founders don't know their books are broken
until a CFO looks at them. I’d rather spend 2 hours showing you than watching you make decisions on bad data.
We love this work.
It’s the fastest way to create clarity, and clarity changes everything.
No pressure.
If you want help executing the plan after, great. If not, you walk away with a solid roadmap and we stay friends.
We’ve done 150+ of these sessions. About 30% become ongoing clients. The rest leave with better numbers and better decisions.
That works for me.
Book Your Free 2-Hour CFO Strategy Session
No charge. No obligation. No sales pitch. Just bring your questions and your latest numbers.
What happens when you book:
Instant confirmation + prep checklist email
Reminder 24 hours before with Zoom link
Optional: Invite your bookkeeper, partner, or team
Your data stays yours. We never share client information or contact lists.
FAQs
Is the session really free?
Yes. It’s a genuine working session with no strings attached. You’ll get real value whether we ever work together or not.
Will you try to sell me something?
Not unless you ask. This is a working session, not a sales call. If you want help executing the plan, we can discuss it—but only if YOU bring it up.
Should my bookkeeper join the session?
Ideally, yes. They’ll learn a ton, and you’ll get more out of the session. But if that’s awkward, we can do it 1-on-1 and I’ll show you how to communicate the changes.
What prep is needed?
Latest P&L, balance sheet, aging reports, bank reconciliations, and your top 3 questions. Don’t have everything? We’ll work with what you have.
What if my books are a complete disaster?
Even better. I’ve seen it all—years of unreconciled accounts, mystery line items, zero documentation. The messier they are, the more opportunities we’ll find. Zero judgment.
What happens after the session?
You’ll get the recording (24 hours) and a one-page action plan (48 hours). Then nothing—unless you reach out. No follow-up sales emails. No pressure. If you want help executing, we’ll talk about options. If not, we part as friends.
Can I record the session myself?
You don’t need to—I’ll record it and send you the video. You’ll also get a written summary within 48 hours.
What size companies do you work with?
This session works best for companies doing $500K–$10M in annual revenue. Below that, the issues are usually simpler. Above that, you might already have a CFO (but book anyway if you want a second opinion).
Do you work with [my industry]?
I’ve worked across manufacturing, SaaS, professional services, e-commerce, and more. The fundamentals of good accounting are universal. If you have revenue, expenses, and cash flow, I can help.
Ready to See What's Really Happening in Your Business?
Stop making decisions in the dark. Book your free 2-hour audit and walk away with a clear plan to make more money with less risk.
150+ Audits Completed | Zero-Risk Guarantee