PwC thinking at a fraction of the cost.
A full-time CFO costs $150,000 to $300,000 a year, before benefits. You don't need forty hours a week of CFO thinking. You need eight hours a month of the right thinking — at the moment it actually matters.
You get a Quick Wins Report in your first 30 days.
Hidden risks, cash opportunities, control gaps.
You meet your CFO one-on-one every month.
Every week on Full Service. Not an account manager. Not a ticket queue.
Who we serve
Need clean books first? GoodBookkeeping.com
Not because you're bad at this. Because no one has looked.
Most leaders run their finances on autopilot. Structured in ways that quietly cost them. Producing financials that make funders, donors, and buyers pause.
Not because you don't care. Because you've never had someone in the room to catch it.
Growth without financial strategy isn't growth. It's expensive guessing.
— Ben Cooley, Co-Founder
By the numbers
US small business accounts analyzed by the JPMorgan Chase Institute to measure how many days of cash buffer businesses actually hold.
JPMorgan Chase Institute · Cash is King: Flows, Balances, and Buffer Days
of small businesses denied credit — or only partially funded — are turned down for insufficient cash flow or revenue.
Federal Reserve · Small Business Credit Survey
The annual cost of a full-time CFO, before benefits.
What actually happens
You shouldn't have to sign before you find out what a “strategic partnership” actually means. Here's the calendar first.
Founders
Enterprise-level experience. Small-business accessibility.
Co-Founder
Former Director, PwC Turnaround & Restructuring. James has worked in over 10 countries, including selling a $2 billion Japanese manufacturer through a Chapter 11 restructuring, restructuring a bank in South Africa, and serving as interim CFO for a $100m+ manufacturing business in North America.
Co-Founder
Ben built a global anti-trafficking organization from his basement to 45 offices across 12 countries and hundreds of staff. He helped bring down the largest human trafficking gang in British history. He's briefed heads of state and the UN.
And he raised $1.3 million from a stage in fifteen minutes.
He scaled all of it on numbers he understood — which is exactly why he co-founded a CFO firm.
Your first deliverable
Inside 30 days.
Before we advise on anything, we go through everything. Then we hand you a focused report:
Hidden risks and inefficiencies — what's quietly costing you
Opportunities to improve cash flow — money you already have, arriving sooner
Cost savings and control gaps — where the leaks are, and what's guarding them
We won't tell you what we'll find before we've looked. Anyone who does is guessing.
What changes
The point is to take pressure off you — so you can get the right people on your team and run the business instead of chasing it.
Structuring the business to grow
The shape of the thing — entities, margins, and where growth actually pays.
Scaling strategy
What has to be true before the next stage, and in what order.
Debt restructuring
What you owe, on what terms, and whether the structure still fits.
Payroll structure
How your team is organized and paid, and whether that structure holds as you grow.
Getting the right people in place
What the numbers say about who you need next — and when you can afford them.
Preparing for exit
Financials a buyer can trust, built well before you need them.
What our clients say
“Thanks to James and the team we increased our charity navigator score and finally had financials that positioned strongly for Grants. Ben also jumped on several calls to help us think through our strategy — it's rare to get that level of expertise and genuine investment in your Mission.”
Britney — Nonprofit CEO
Pricing
Published, because you shouldn't have to book a call to find out.
At $2,500 you get a CFO in the room with you once a month, one-on-one (Full Service makes that weekly) — cash flow and forecasting reviewed with you, budget variance pressure-tested, your board meeting prepared.
The value isn't the reporting; it's the decisions the reporting makes possible, from structuring the business to grow through to preparing for exit. Full Service is the bigger commitment: we produce the reporting and run the finance function week to week, rather than advising on one you already have.
Done With You
You have a team. You need a strategic financial mind in the room.
Your bookkeeper produces the numbers. We tell you what they mean.
Done For You
You need us to run it completely.
Everything in Advisory — plus we produce the reporting and run the finance function week to week.
No bookkeeper? Full Service includes production — or we'll get you set up through GoodBookkeeping.com.
We only onboard a limited number of clients each month.
Between $1 million and $20 million in revenue, a single wrong financial decision costs more than a year of us. Under about $500,000 it usually doesn't — and we'll tell you that on the call, not after the invoice.
Readiness assessment
Five honest questions. We'll tell you where you actually stand — including if the answer is “not yet.”
No email required. Under two minutes.
Do you know where your margin actually goes? Possibly not. Structured for the exit you want? Maybe not. Does your nonprofit look investable to a major donor? Only if your financials tell the right story.
You've built something worth protecting. Worth scaling.
So why are you running it without a financial strategist in your corner?
30 minutes. We'll tell you what we'd look at first — and we'll tell you if you're not ready for us.
