Finance infrastructure that makes the board trust the numbers
A growth company cannot scale on spreadsheet heroics. We build the reporting, unit economics, ARR logic, board packs, and forecast discipline that let CEOs, CFOs, and sponsors make decisions faster.
Who this service is for
Founder-CEOs, CFOs, PE-backed management teams, and boards
When to use it
Use this when forecasts miss, board packs create debate instead of decisions, ARR/MRR definitions drift, or the finance team is not ready for diligence.
The CFO system has to make decisions faster
The finance function should reduce debate, not create it. We build ARR rules, board packs, unit economics, and forecast cadence from an operator perspective: the number has to trigger a decision.
- 92% forecast accuracy from guessing
- 22% EBITDA margins maintained through growth
- 4x annual revenue growth
What the work produces
Board reporting framework
ARR/MRR and deferred revenue rules
Forecast and unit-economics operating cadence
Articles that support this service
The 2026 Project Margin Benchmarks for Consulting Engagements
Discover the 2026 project margin benchmarks for consulting firms. Learn why blending strategy and implementation margins is destroying your EBITDA and valuation.
Read →Quality of Earnings Report Cost: $25k to $150k Benchmarks by Deal Size
An operator's guide to 2026 Quality of Earnings (QoE) report costs. Discover $25k-$150k pricing benchmarks by deal size and why sell-side diligence protects enterprise value.
Read →Realization Rate Benchmarks: Why Your 'Invoiced vs. Delivered' Gap Is Killing Your EBITDA
Diagnostic guide for PE sponsors and founders on realization rate benchmarks. Discover why 11% of billable hours are written down and how to bridge the gap between delivered and invoiced time.
Read →Three-Statement Model Assumptions: The PE Diligence Sensitivity Playbook
Discover the exact three-statement model sensitivity ranges Private Equity buyers apply during financial due diligence to test your growth, COGS, and working capital.
Read →Why 85% Utilization Is a Valuation Trap: 2026 Professional Services Benchmarks by Role
Pushing professional services utilization above 85% destroys EBITDA. Justin Leader breaks down 2026 bench utilization benchmarks by role to protect your valuation.
Read →13-Week Cash Flow Forecasting: The 18.4% Variance Trap and How to Build a 95% Confidence Model
Discover why traditional 13-week cash flow forecasts miss reality by 18.4%, and learn how to build a 95% confidence rolling model for your PE portfolio company.
Read →The Gross Margin Reality Check: PLG, Hybrid, and Sales-Led Unit Economics
Discover why hybrid and PLG sales motions are dragging down B2B SaaS gross margins, and how to re-architect your COGS to protect your 2026 exit valuation.
Read →The 'Whale' Tax: Why Customer Concentration Kills Exit Multiples (And How to Fix It)
Discover the 2026 benchmarks for acceptable top-10 customer ARR concentration by growth stage, and learn how to prevent the 20% valuation haircut in PE due diligence.
Read →Sales Productivity Per Rep: ARR-per-AE Benchmarks 2026
Discover why the $1M ARR per AE quota is bankrupting SaaS companies in 2026, and learn the new unit economics benchmarks private equity buyers actually trust.
Read →When this service is the right operating path
A decision guide for boards and sponsors choosing interim CEO, interim CFO, or embedded operator leadership during a technology-company turnaround.
A decision guide for choosing fractional CFO, Office of the CFO, or interim finance operator support when technology companies need trusted numbers and board-ready finance infrastructure.
Checklists and scorecards for this service line
Common questions
Is this fractional CFO work?
It can be. We typically operate as an embedded Office of the CFO function focused on reporting architecture, forecast reliability, unit economics, and transaction readiness.
What metrics do you stabilize first?
Forecast accuracy, ARR/MRR definitions, CAC payback, gross margin by segment, NRR/GRR, revenue recognition, working capital, and board reporting cadence.