How It Works
A clear process. Better decisions.
Every engagement begins by creating visibility into the business. From there, we help you improve performance, strengthen decision making, and build a stronger company over time.
Build visibility. Establish priorities.
Business Assessment
We review your financial statements, operating metrics, cash flow, and business model to understand what's driving performance and where opportunities exist.
Profit and Cash Flow Targets
Clear financial targets established within the first 30 days so everyone knows what success looks like. Grounded in the realities of your business, not optimistic assumptions.
Annual Operating Plan
A dynamic annual plan aligned with your goals, priorities, and growth objectives, so every dollar is deployed intentionally.
Executive Scoreboard
A focused set of key performance indicators tied to the handful of drivers that have the greatest impact on profitability, cash flow, and business performance.
12-Month Cash Flow Forecast
A forward looking view of your cash position over the next 12 months, updated monthly to identify potential constraints, risks, and opportunities before they happen.
3 Strategic Value Creation Opportunities
At least three specific opportunities to improve profitability, cash flow, or operational performance; each supported by estimated financial impact and a clear path to execution.
Turn visibility into better decisions.
Monthly CFO Strategy Session
A structured review of performance against targets, key business drivers, and emerging risks. Every session concludes with clear priorities, accountability, and a practical action plan for the next 30 days.
Cash Flow Planning
Maintain visibility into future cash needs, working capital requirements, and liquidity constraints so important decisions are made proactively, not reactively.
Primary Constraint Analysis
Every business has a limiting factor. Each month, we identify the biggest constraint holding back profitability, cash flow, growth, or operational performance and develop a plan to address it.
Growth Decisions
Whether you're evaluating a price increase, a new hire, an expansion initiative, or a major investment, we model the financial impact before resources are committed.
Profitability Improvement Plan
We identify areas where capital, time, and resources are not generating adequate returns and build a plan to improve efficiency, margins, and overall business performance.
Direct CFO Access
Direct access to Oscar when hiring, pricing, or spending decisions come up between calls.
Four steps. One conversation away.
Strategy Call
A practical conversation about your business, goals, challenges, and opportunities. No sales pitch. Just clarity.
Strategic Assessment
We'll review your current situation and identify the areas with the greatest potential impact. You'll leave with actionable insights regardless of whether we work together.
Onboarding & Alignment
We establish objectives, gather information, align on priorities, and build the foundation for a successful engagement.
Build & Execute
We implement the financial systems, reporting, forecasting, and decision-making frameworks that help the business move forward with confidence.
Ready to get started?
The next decision could change everything. Let's make sure it's the right one.
No pressure. No sales pitch. No automated follow ups.
You'll leave with greater clarity on your business, a fresh perspective on your numbers, and actionable insights you can use immediately. Whether we work together or not.
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