Expertise you can use before you call.
Three tools, not ten gimmicks. Each one works on the page, with no form and nothing saved or sent.
Two minutes · no form
Owner time calculator
Check the finance tasks you still handle yourself. See the hours a month, the hours a year, and what they're worth.
Ten questions · results on the page
Do I need a bookkeeper, a controller or a CFO?
Yes or no, ten times. A Financial Health Summary across reporting, cash flow, profitability, financial controls and owner time.
Web page · forward it to a client
Loan-ready financials checklist
The twelve items a lender asks for, what "clean" means for each, and the three mismatches that kill deals.
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.