"Working with Nick has been life-changing for me and my business. I now have a clear understanding of where my money is going and how to make strategic decisions."

Kalli Erwin, Just Right Organizing

Sales Are Coming In. Are You Getting Ahead?

Everyone gets paid. You get what is left.

The reports show profit. The bank account feels tight.

You need another employee. You do not know what you can afford.

You are working harder. You want more to show for it.

Your numbers can help you see what needs to change.

Business owner reviewing financial documents

See Where Your Business Needs Attention

Take the free 2-minute assessment to discover which areas need your focus first.

Sample assessment results showing scores for Owner Pay, Profit Reality, and Pay System

Your Next Step Is Clear

The assessment shows you where owner pay, profit, and your pay system stand today.

Based on your answers, you'll see which area needs attention first and what to do next.

Take the Free 2-Minute Assessment

Know What Your Business Can Afford—and What to Do Next.

I help you understand your numbers so you can pay yourself well, make a profit, keep cash in the business, and plan your next move.

Pay Yourself

Know what your work is worth and what the business needs to produce to pay you.

Make More Profit

Find where pricing, costs, labor, and overhead are eating into your profit.

Plan Your Cash

Know what cash you need for bills, taxes, debt, and a cushion—and what is available to take out.

Build a Productive Team

See how your team’s work supports profit and what the next hire needs to produce.

Plan Your Next Move

See how a price change, new hire, or large purchase could affect profit and cash before you decide.

Stay on Track

Compare your results with your plan. Know what changed and what to do next.

Explore My Services

A Plan You Understand. Tools You Can Use.

Winning Financial Game Plan

Know what your business needs to produce to pay you well, make a profit, and grow.

Sample Winning Financial Game Plan showing revenue, owner pay, and profit targets

Cash Flow Roadmap

Plan for bills, taxes, debt, and cash reserves so you know what the business needs to keep.

Sample Cash Flow Roadmap showing monthly allocations for taxes, debt, reserves, and distributions

Monthly CEO Dashboard

See the numbers that matter, how you compare with your goals, and what needs attention.

Sample Monthly CEO Dashboard showing actual vs target performance and key metrics

These are built around your business during the 60-Day Cash & Profit Reset.

Explore the 60-Day Reset

Understand Your Numbers. Build Your Plan. Put It to Work.

  1. 01

    Find Your Starting Point

    Take the free assessment. If you are ready for a review of your actual numbers, get your Free Profit Opportunity Review.

  2. 02

    Build Your Financial System

    The 60-Day Cash & Profit Reset gives you a game plan, cash roadmap, and dashboard—plus help learning to use them.

  3. 03

    Keep Moving Forward

    Choose monthly or quarterly CFO support if you want ongoing help reviewing results, updating your plan, and making decisions.

Completing the assessment is not required before applying for the Review.

Nick Marcogliese, Fractional CFO

Understand Your Numbers. Lead Your Business.

I’m Nick, your fractional CFO. I help you understand what your numbers mean and use them to make decisions about pay, profit, cash, and growth.

I work directly with you to build a plan you understand and help you put it to work.

Learn more about Nick →

IN THEIR WORDS

Owners Who Stopped Guessing.

"For the first time I could actually see where my money was going. The numbers finally made sense."

Kalli Erwin
Just Right Organizing — Professional Organizer, Illinois

"Nick showed me exactly where my profit was leaking. We identified the fix in the first session and it changed how I think about every job going forward."

Tyler Duty
Beyond Creative AI / Trakky
Read the full stories

Is Your Business Built to Pay You?

Take the free 2-minute assessment to see which areas of your business may need attention.