Ongoing CFO Partnership

Stay with the plan after the Reset.

Ongoing support starts only after the 60-Day Cash & Profit Reset. A fee waiver never means skipping that work. I keep interpreting the numbers and advising. You and your team still make the operational changes.

Discuss Your Reset

The same 30-minute call covers the standalone Reset and ongoing support.

What ongoing support includes

  • Reviewing performance
  • Interpreting changes and variances
  • Updating forecasts and priorities
  • Monitoring progress
  • Advising on upcoming decisions

I work with you and with the bookkeeper, accountant, or CPA you already use. I do not replace them, and I do not take over bookkeeping, tax preparation, or audit.

Monthly or quarterly

Monthly support

This suits owners who want a regular rhythm: look at what changed, update the forecast, and prepare for decisions that are coming up.

If you commit up front to 12 months of monthly support, the Reset fee is waived, whether you pay that support monthly or annually up front. If you pay for the Reset first and then make that 12-month commitment, the Reset payment is credited toward the monthly fees.

The exact start of the 12-month term, and how a credit is applied, are confirmed in the proposal.

Quarterly support

This suits owners who want a check-in on a three-month rhythm after the Reset, without monthly analysis or updates.

The Reset is paid separately. Quarterly fees are additional. There is no Reset waiver and no credit.

Service runs in consecutive three-month periods that begin after the Reset ends. I do not prorate those periods to the calendar quarter, and quarterly support does not include monthly updates.

Compare all three options

Talk through the Reset and what comes after

Use the Reset Fit Call if you want to discuss the standalone Reset, monthly support, or quarterly support. The financial review still comes before a custom quote.

Discuss Your Reset