Who we serve
Built for how your business makes money
Every industry has different economics. We tailor the bookkeeping, KPIs, and CFO playbook to yours.
Contractors & Trades
$1M – $30MJob-level profitability, cash stuck in receivables, and collection speed — benchmarked against 2,200+ peers.
Contractor benchmarks →
Ecommerce & DTC
$500K – $20MTrue contribution margin after COGS, shipping, returns, and ad spend — by SKU and channel.
Ecommerce CFO services →
Restaurants
$500K – $10MPrime cost control, unit-level P&L, and labor scheduling — the numbers that drive multi-unit profitability.
Restaurant benchmarks →
Agencies & Professional Services
$1M – $15MUtilization, effective hourly rate, and client profitability — so you scale without margin loss.
Professional services playbook →
Healthcare Practices
$1M – $25MOverhead as a percentage of revenue, provider productivity, and payer mix — the metrics that drive practice value.
Healthcare benchmarks →
Cleaning & Facility Services
$1M – $20MLabor cost control, route profitability, and customer retention — the levers that separate 5% margin from 15%.
Cleaning benchmarks →
Staffing
$2M – $30MBill/pay rate spread, fill rate, and working capital management — cash flow is the business.
Staffing benchmarks →
Landscaping & Lawn Care
$500K – $10MCrew productivity, seasonal cash planning, and route density — profitability by crew, not just by job.
Landscaping benchmarks →
Trucking & Logistics
$500K – $10MCost per mile, lane profitability, and fuel exposure — the numbers that keep small fleets alive.
Trucking survival guide →
AI Startups
Pre-seed – Series BR&D credit capture, inference cost modeling, burn multiple, and runway through milestone gates.
AI startup CFO services →
SaaS Startups
Pre-seed – Series BARR, net revenue retention, burn multiple, and board-deck readiness — clean numbers for your next raise.
SaaS startup CFO services →
Healthcare Startups
Pre-seed – Series BMulti-state regulatory, payer-mix forecasting, and milestone-based runway planning.
Healthcare startup services →
Don't see your industry?
If your business has cash flow, margin, or scaling problems, we can almost certainly help.
Book a free auditSimple pricing
Three tiers, one ladder.
$99/mo
Books
Clean monthly books, tax-ready year-end. Same flat rate for catch-up.
$1,500+/mo
Fractional CFO
Cash forecasting, profitability analysis, monthly strategy calls.
$3,000+/mo
CFO + Operations
Dedicated CFO, AI-native workflows, dashboards, and integrations.
Your data already tells you what to do
Drop your info and we’ll reach out within 24 hours. Free audit included.
No commitment. Real numbers, not generic advice.