We're a fit for companies whose finances have outgrown the people keeping them.
That's most owner-led businesses at some point between $2M and $50M in revenue. It's also new companies that want the foundation right, established companies with accounting staff and no financial leadership, and families who own several entities. Here's how to tell.
Usually a strong fit
— An operating business with a management team and real decisions ahead: people, equipment, debt, a location, a transaction.
— Revenue roughly $2M to $50M, or the complexity of one.
— A bank relationship that matters.
— A bookkeeper or office manager who's competent and under-supported.
— An owner still doing the CFO job, or an accounting team with nobody above it.
— A new company with payroll and a bank, or about to have both.
— A family with two or more entities beyond the household.
Usually not the right fit
— Tax-return-only work.
— Personal bookkeeping outside a family engagement.
— A pre-revenue company that needs a few hours a year.
— A company that wants a bookkeeper and nothing more.
— A company that needs a full-time CFO with a staff of ten. We'll say so, and we'll help you hire one.
Saying this improves the odds we're useful to everyone who is a fit.
By stage
New
Registrations, QuickBooks, payroll, banking structure, monthly books and a founder report. The foundation, once.
Startups and new businesses →$2M to $10M
Usually accounting and controller first, a forecast when the bank or a big decision demands it, Chris as needed.
Owner-led businesses →$10M to $50M
The full finance department: monthly CFO rhythm, lender reporting, scorecards, and leadership for the accounting staff you already have.
Fractional CFO →Families with several entities
Entity-level books, consolidation, bill pay, coordination with your advisors.
Family offices →Two ways to find out
Thirty minutes with Chris, or ten yes-or-no questions answered on the page. Both end with a straight answer, including if the answer is that you don't need a CFO yet.
Tell us what's going on. We'll tell you what we see
One conversation with Chris, no deck. He'll tell you what he sees and what it would take to fix it, including if the answer is that you don't need a CFO yet.
Chris Greco, Founder and President.
Your first call is with him, not a sales team.