◆ Month-to-month. 30-day out clause. No annual commitments, no auto-renewals, no penalties. If the work isn't delivering, you leave. That's it.
Finance Unlocked™
The on-ramp for founders not yet at $500K, or operators not ready for a full retainer. Async support, monthly group sessions, and the STRATEGO playbook library.
- +Async support (48hr response SLA)
- +Monthly group CFO Q&A sessions
- +STRATEGO playbook library access
- +Cash flow worksheet templates
- +AI Spend & Usage ROI Management
- +Graduate to BISHOP when ready
Control & Clarity™
Monthly close oversight, banker/CPA-ready financials, KPI dashboard, monthly strategy call, quarterly deep-dive.
- +Monthly close oversight
- +Banker- & CPA-ready financials
- +KPI dashboard (live)
- +Monthly 60-min CFO strategy call
- +Quarterly financial deep-dive
- +QBO audit & cleanup
- +AI Spend & Usage ROI Management
Stabilize & Grow™
Adds 13-week cash flow forecasting, location-level unit economics, scenario planning, pricing strategy, bank/investor reporting packs.
- +Everything in BISHOP, plus:
- +13-week rolling cash flow forecast
- +Unit economics by location
- +Scenario planning (3+ models)
- +Pricing strategy analysis
- +Bank & investor reporting packs
- +AI Spend & Usage ROI Management
- +Bi-weekly strategy calls
Scale Command™
Adds quarterly/annual planning, AI-powered FP&A, M&A diligence prep, cap table & fundraising modeling, 3,000+ investor contacts.
- +Everything in ROOK, plus:
- +AI-powered FP&A (STRATEGO Finance OS)
- +AI Spend & Usage ROI Management
- +Quarterly & annual planning
- +M&A diligence prep
- +Cap table & fundraising modeling
- +Access to 3,000+ investor contacts
- +Weekly strategy calls
- +Direct cell access to Albert
Compare all tiers.
| Service | PAWN | BISHOP | ROOK | KNIGHT |
|---|---|---|---|---|
| Monthly close oversight | — | ✓ | ✓ | ✓ |
| KPI dashboard (live) | — | ✓ | ✓ | ✓ |
| Monthly CFO strategy call | — | ✓ | ✓ | ✓ |
| 13-week cash flow forecast | — | — | ✓ | ✓ |
| Unit economics by location | — | — | ✓ | ✓ |
| Scenario planning | — | — | ✓ | ✓ |
| Bank & investor reporting | — | — | ✓ | ✓ |
| Bi-weekly strategy calls | — | — | ✓ | ✓ |
| AI-powered FP&A | — | — | — | ✓ |
| Quarterly & annual planning | — | — | — | ✓ |
| M&A diligence prep | — | — | — | ✓ |
| 3,000+ investor contacts | — | — | — | ✓ |
| Weekly strategy calls | — | — | — | ✓ |
| Direct cell access to Albert | — | — | — | ✓ |
| Price | $199/mo | $3,900/mo | $6,900/mo | $8,900/mo |
Questions I get
every first call.
I built STRATEGO exclusively for fitness, wellness, and longevity brands doing $500K to $30M in revenue. It's not a generalist firm with a fitness page bolted on. I run every engagement myself — I spent 16+ years inside Life Time Inc. (NYSE: LTH), Gold's Gym, and 24 Hour Fitness running operations, leading strategic finance, and managing multi-unit P&Ls. Most fractional CFO firms staff engagements with senior bookkeepers wearing CFO titles. I deliver actual operator-grade finance leadership, paired with the proprietary STRATEGO Finance OS that runs AI-powered FP&A, 13-week cash flow forecasting, and KPI dashboards as a continuous service — not a quarterly deliverable.
No. I layer on top of your existing bookkeeper and CPA. Your bookkeeper handles the day-to-day transaction coding and reconciliations. Your CPA handles tax filings and compliance. I handle everything in between and above: financial strategy, cash flow forecasting, unit economics, KPI design, banker and investor reporting, and the executive-level financial decisions nobody else on your team is qualified to make.
Cash visibility within 30 days. Full STRATEGO Finance OS running within 60 to 90 days. The first 14 days I spend on a Cash & Clarity Diagnostic — I plug into your QuickBooks Online, audit your chart of accounts, identify miscoding and vendor overcharges, and build your first 13-week cash flow forecast. By day 30 you'll have a KPI dashboard, a clean monthly close cadence, and your first CFO strategy call with me.
No. Every retainer I run is month-to-month with 30-day notice. No annual commitments, no early-termination penalties, no surprise auto-renewals. You stay because the work is delivering value — not because you're locked in. That structure puts the burden of performance on me, not on you.
My core retainers are designed for operators between $500K and $30M. If you're below that floor, the right entry point is Finance Unlocked at $199/month — the on-ramp for founders not yet at $500K. When you cross the threshold and are ready for a full CFO retainer, I graduate you up. If your business is significantly below the floor, I'll tell you that honestly.
Both. For franchisees and multi-unit operators, I build location-level P&Ls, four-wall EBITDA models, and unit economics that show you exactly which locations are profitable and which are quietly bleeding. For franchisors, I support FDD financial sections, Item 19 preparation, royalty structure modeling, and the unit-level economics that hold up under scrutiny.
Ready to pick your lane?
Book a free 30-minute CFO Strategy Call. I'll tell you which tier fits your stage — and what we'll unlock in the first 30 days.
Book the CFO Strategy Call →