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Services — Engagement tiers

Three engagements sized to your company.

Where you are in the company life cycle decides what you need from a CFO. Pick the tier that fits today — and move up as the business does. Not sure which? We can help.

What to expect.

From signing the engagement letter to a steady operating rhythm — what you can actually expect, week by week.

  1. 01Week zero

    Discovery

    A 60–90 minute working call. We walk through your close calendar, current reporting, finance team structure, and the questions you can't yet answer with your numbers. By the end you'll know which tier fits — and if we're not the right operator, we'll tell you.

  2. 02Weeks 1–4

    Onboarding

    Access to your stack — CentralReach, QuickBooks or Sage, payroll, bank feeds. The first month is about landing the close on time, stabilizing the reporting cadence, and pulling a baseline owner snapshot of where the business actually is.

  3. 03Month two onward

    Operating rhythm

    Monthly close by the 12th. Owner dashboard by the 15th. A 60-minute strategic check-in every month. Board-quality reporting as needed. You read the 8–10 numbers that actually matter in under a minute.

  4. 04Quarterly

    Strategic cycle

    Rolling 12-month forecast review. Scenario modeling — hiring, payer-mix shifts, geographic expansion, PE readiness. Annual planning in Q4. The CFO work most ABA owners say they should be doing but never have.

Your monthly investment for full CFO services.

Fixed monthly. No onboarding or initiation fee — the work is the work.

For ABA practices $5M–$15M annual revenue

Grow

Best for: Practices generating meaningful revenue and starting to think about scale, geographic expansion, or eventual exit.

$9K–$11K

month

What's included

  • Monthly reporting built around the metrics ABA owners actually need — BCBA productivity, payer mix, utilization, EBITDA trend
  • Owner dashboard: the 8–10 numbers you should be able to read in 60 seconds
  • PE-readiness playbook so you're never surprised by what a buyer's diligence team will ask
  • Strategic decision support — pricing, hiring, payer-mix shifts, expansion
  • Cash-flow forecasting and working-capital management

What happens next

  1. 01

    Tell us about your practice

    Through a short 5-minute form: clinics, revenue range, where you operate.

  2. 02

    We read it ourselves

    No bots, no junior screener. We review every submission because we only take on a small number of clients at a time.

  3. 03

    A 30-minute working call

    If we're a fit, we'll be in touch to set up a call. If we're not the right partner, we'll tell you who is.

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