Sign up and we'll get the ball rolling so you can sit down with your Financial Wingman™ soon.
LIVE FINANCIAL ANALYSIS
A 40-min LIVE financial analysis with a Financial Wingman™ who has worked with more than 350+ businesses in a CFO or Controller capacity.
This is the chance to get a taste of what it's like to have a CFO on your team and ask all the questions you have.
You'll walk away with new financial knowledge, a different understanding of your business, and action steps to upgrade your financial health and/or infrastructure.
WHAT IS A LIVE ANALYSIS
It is a 40-min financial analysis session where we dive into your numbers, identify the issues we see, and ask you super tough questions that might help you uncover the things that you don't know.
You can also ask us all the questions you want; don't worry, we are here to help, not to judge. Finally, it's an opportunity to sit down with a CFO-level expert who can be a second pair of eyes to your business.
Entrepreneurs who run $1mm to $10mm business and
need insights and clarity to their numbers
need to make better and more strategic decisions
have access to their financial reports
want to get to the next level of success
want relief from the stress of being in the dark
How This Work
Fill out Intake Form >
You'll receive an intake form within 24 hours. It allows us to learn more about you, your business, and your goals.
25-min Discovery Call >
We'll schedule a discovery call to help both of us prepare for the Live Analysis session and answer some of the questions you may have.
Schedule Time >
Our time is valuable and so is yours. All we ask is for you to show up prepared or let us know if you need to reschedule ahead of time.
Live Financial Analysis
Our Financial Wingman™ will get on a call with you and go over your numbers via screen share just as if they were already your CFO.