For the business raising money or planning to sell.
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%
Book 30-minute Discovery Call · FREE · No obligation
WHO IT'S FOR
The stakes just went up.
- Revenue $3M to $10M.
- Or you raised a seed round and your board wants real numbers.
- Or you're 12 months out from a sale and you need the books tight enough to survive diligence
- Guesses don't cut it anymore.
- You need senior-level finance — but a full-time CFO at $150K+ and a controller at $110K+ isn't the right move yet.
WHAT YOU GET
Everything in GROWTH, plus:
Annual Budget
Built with you, tied to strategy, loaded into your books.
Rolling 12-month Forecast
Updated monthly with variance analysis.
Board-ready Reporting
Clean monthly deck investors actually respect.
Fundraising Support
Data room, investor Q&A, model defense in DD.
Scenario Modeling
“What if we hire three?” Real answers, fast.
Weekly Check-ins
Plus same-day priority response on urgent items.
and PRIORITY RESPONSE – same-day on anything urgent
WHAT IT REPLACES
A full in-house finance team.
HIRE IN-HOUSE
Bookkeeper
$45,000+
Controller
$85,000+
Fractional CFO
$60,000
FP&A Analyst
$75,000+
Software + overhead
$10,000
Total Annual Cost
$275,000+
same output for
/year
$42,000
That’s 84% in savings.
HOW IT WORKS
From discovery to first board pack.
1.
Discovery call · 30 min · free
Confirm fit.
2.
Strategic scoping · 60 min · free
Map fundraising timeline, board cadence, reporting.
3.
Onboarding · 3–4 weeks
Systems audit, data room, forecast build, reporting framework.
4.
First board-ready pack · within 60 days
Delivered.
5.
Monthly + weekly rhythm
Full team support, advisory, investor comms.
WHO IT'S NOT FOR
Honest Disclaimers.
- Businesses under $3M revenue. You're probably overpaying at this tier.
- Owners who want a CFO to make decisions for them. I partner, I don't replace.
- Planning to hire a full-time CFO in the next 3 months. Let's talk interim instead.
FAQs
The questions owners actually ask.
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.
This is a high-consideration purchase.
Let’s talk. I’ll tell you honestly whether SCALE is right — or whether you need something smaller, bigger, or different.