When investors, banks, or buyers pull apart your numbers, they need to hold.
SCALE is your whole finance department — built, run, and defended
— for $3500 a month.
$3500
/ month · No setup fee · Annual saves 5%
30-Minute Discovery Call · FREE · No obligation
Bookkeeper
$45,000+
Controller
$85,000+
Fractional CFO
$60,000
FP&A Analyst
$75,000+
Software + overhead
$10,000
Total Annual Cost
$275,000+
per year — all in
85.5% less than in-house
Annual contract price – $42,000 → save 5%
WHAT’S INCLUDED
Everything in GROWTH, plus:
Built with you, tied to strategy, loaded into your books.
Updated monthly with variance analysis.
Clean monthly deck investors actually respect.
Data room, investor Q&A, model defense in DD.
“What if we hire three?” Real answers, fast.
Plus same-day priority response on urgent items.
and PRIORITY RESPONSE – same-day on anything urgent
Confirm fit.
Map fundraising timeline, board cadence, reporting.
Systems audit, data room, forecast build, reporting framework.
Delivered.
Full team support, advisory, investor comms.
No. All work is flat-fee retainer. I’m incentivized to get you funded with clean numbers, not to push a round through.
Yes. I’ve defended financial models in real DD processes. Harbor Well and Lagom Development are two recent examples I can reference on request.
Scale scales with you. If you raise and reporting needs expand (more entities, more complex unit economics), we add a project layer on top of the retainer. If your needs fundamentally change (you need an in-house CFO), I help you hire the right person and hand off clean.
Standard practice. Sent before the first discovery call on request.
Happens often at this stage. We’ll scope a custom engagement. Most custom engagements land between $4,000 and $8,000 per month depending on complexity.
Let’s talk. I’ll tell you honestly whether SCALE is right — or whether you need something smaller, bigger, or different.
No obligation. No pitch. Just honesty.