Great businesses deserve great financial leadership. We help small and mid-size businesses turn their financials into a tool for growth, without the CFO-level salary.
Most growing businesses can't justify a full-time CFO salary. But that doesn't mean they don't need one. The difference between a business that plateaus and one that scales is rarely effort. It's financial clarity and strategy.
We identify the right metrics for your business, track them consistently, and benchmark your performance against where you want to be.
Budgets, growth models, and scenario planning that connect your day-to-day decisions to long-term outcomes.
Clean, clear monthly financials, plus the analysis that tells you what the numbers actually mean for your business.
We offer three services designed to meet your business where it is today.
Not sure where to start? We spend 30 days inside your financials and come back with a plain-English assessment of what's working, what's leaking, and exactly what to fix first. No ongoing commitment.
From $2,500
Your part-time CFO. We handle monthly close review, KPI tracking, cash flow forecasting, and strategic financial planning. We're available anytime a decision needs to be made, not just at quarter-end.
$3,000/month minimum · No long-term contracts
Need targeted help without a retainer? We step in for specific projects or on an as-needed basis. From cleaning up your books to building a financial model, we scope it, price it flat, and get it done.
From $150/hour or $1,000/month
Deep expertise in five sectors where the right financial leadership makes the biggest difference.
Help your clients manage their wealth while we manage yours. We understand the unique financial needs of RIA's, wealth management firms, and financial planning practices.
We speak your language. As specialists in advisory firm operations, we understand AUM-based revenue models, custodian relationships, and the regulatory landscape you navigate daily.
Strategic financial guidance for insurance agencies, lending platforms, fintech startups, and other financial service providers navigating complex regulatory environments.
We bring deep expertise in financial services operations, helping you balance growth ambitions with regulatory requirements while maintaining healthy unit economics.
Scale your subscription business with confidence. We provide the financial infrastructure and strategic insights SaaS companies need to optimize metrics and drive growth.
We know SaaS metrics inside and out. From ARR to churn to LTV:CAC ratios, we help you build the financial foundation needed to scale sustainably and attract investors.
Maximize your impact with sound financial stewardship. We help non-profits maintain donor trust through transparent reporting and efficient resource management.
We understand the unique financial challenges of non-profits, from fund accounting to restricted grants. We help you maintain compliance while focusing on your mission.
Build your business on a solid financial foundation. We provide early-stage companies with the financial expertise needed to navigate growth and attract investment.
We've helped numerous startups from inception to scale. We provide the strategic financial guidance you need without the cost of a full-time CFO.
Book a free discovery call. We'll look at your biggest financial pain point and tell you honestly whether we're the right fit. No pitch. No pressure.
Book My Free 15-Min CallOr reach us directly at jarrett@trueinsightscfo.com