Work With Me

Two ways to do this.
The only question is who runs it.

Same six systems either way. Same truth. You either drive it yourself, or I drive it with you. What we do not do is guess about which one you need.

It begins the same way for everybody.

I do not sell you a system before I understand your business. That is backwards, and it is how people end up paying for software that does not fit what they actually do.

1

A short call

Thirty minutes, no charge. You tell me what you are running and what has been keeping you up. I tell you honestly whether I can help.

THE FORK
2

The Assessment

A real diagnostic across all six systems, scored. It tells us what is actually broken, and it is what decides which of the two doors makes sense for you.

3

We build it

Your financial system, built around the business you actually run. Then you either take the keys, or I stay in the seat with you.

Pick who is driving.

Door One

You run it.

You get the CEO Portal, your own six-system financial command center, built around your business. Then you drive it. I teach you how, every week, for free.
$250 / month
After the assessment. Cancel any time.
  • Your CEO Portal, built for your business type
  • All six systems, live and visible
  • The Money Manager: budget, triage, break-even
  • The NexTier Academy, free, every week
  • NexTier Labs for hands-on help
For owners who want the system and the discipline to drive it themselves.
Door Two

I run it with you.

You get a fractional CFO in the seat. I am in your numbers on a set rhythm, and you get the analysis, the narrative, and somebody who will tell you the truth before it costs you.
By cadence  monthly · quarterly · annual
Priced to how often you actually need me.
  • Everything in Door One
  • A real CFO review on your rhythm
  • Monthly Performance Narrative, not just a P&L
  • Decisions pressure-tested before you make them
  • Tax planning coordinated with a 30-year pro
For owners who would rather hand it to somebody who has done this at scale.

You get a system. Not a slide deck.

Most fractional CFOs hand you meetings and reports. I hand you the machine that produces them, and then either give you the keys or drive it with you. That is the difference, and everything below comes out of it.

Six systems, not a chart of accounts

Every business that has ever existed runs on the same six. Revenue, spending, cash flow, operations, compliance, continuity. Most owners can only see two of them.

I read between the numbers

A P&L tells you what already happened. My reporting tells you the story underneath it: what changed, why, and what it means for the decision in front of you.

Critical, caution, cuttable

I do not budget in fixed versus variable, because that never once helped me in a hard month. Every line gets triaged, so when it gets tight you press a button instead of panicking.

I have been on the other side of it

I ran a company into the ground and filed bankruptcy with an accounting degree in my hand. Everything I build now is the system I wish somebody had handed me.

You already have six systems.

The only question is whether you can see them. Let us find out where you actually stand, and then decide which door makes sense.