Schedule Your Fractional CFO Consultation

Financial clarity and strategic guidance for startups and small businesses.

This complimentary consultation is designed for startup founders and small business owners who want clarity around cash flow, profitability, and financial strategy. There’s no obligation just a focused conversation to help you understand your numbers and identify next steps.

Small business financial strategy and startup cash flow forecasting services in Plano TX.

What This Consultation Is Designed For

  • Understanding your current financial situation

  • Identifying cash flow challenges and risks

  • Reviewing pricing, costs, and profitability

  • Discussing growth plans, hiring, or expansion

  • Determining whether fractional CFO support is a good fit

Fractional CFO consultation for startups and small businesses seeking financial clarity and strategic guidance.
Small business financial consultation focused on cash flow strategy, profitability, and growth planning.

What We’ll Cover During the Consult

  • Your business model and revenue structure

  • Current financial pain points or concerns

  • Short-term and long-term business goals

  • Opportunities to improve financial decision-making

  • Recommended next steps (with or without ongoing support)

Startup financial strategy call designed to help founders make confident business and financial decisions.

Who This Consultation Is Best For

This consultation is designed for business owners who want clear, actionable insight into their financial picture before making important decisions.

This consultation is a good fit if you are:

  • A startup founder preparing to grow

  • A small business owner earning up to $20M in annual revenue

  • Looking for strategic financial guidance

  • Interested in improving cash flow, profitability, and planning

What to Expect From This Consultation

  • A focused conversation about your current financial situation

  • Discussion of goals, challenges, and upcoming decisions

  • Practical perspective based on your scorecard or current numbers

  • Clear next steps, whether or not we work together

There is no obligation to continue. The goal is clarity and direction.

Book Your Consultation Now

Financial planning consultation for startups looking for strategic CFO-level support without a full-time hire.

What Happens After You Book

  • You’ll receive a confirmation email and/or text with meeting details

  • You’ll be asked a few short questions to prepare for the call

  • We’ll meet virtually at your scheduled time

  • You’ll leave with clarity and actionable guidance