Schedule

Pick a time that works

Thirty minutes. No pitch deck, no pressure. Tell us what you're seeing and we'll tell you whether it's a fit and roughly what it would take.

What to expect

You describe the systems you run and where the numbers stop agreeing. You don't need to diagnose it.
We tell you what we'd look at first, and what a fix would realistically involve.
If we can't both see a path to 10x the fee in year-one value, we'll say so on the call.

Fractional CFOs and accounting firms: if a client's data problems are blocking the advisory work, book the same call and mention your firm. Most of our work arrives this way.