The fractional CFO practice for operators who want to see further.
Phase 1: we make the machine visible. Phase 2: we read the machine together every month, and find the money hiding five drivers down.
Book a 30-minute Right Fit CallOwner-operators running the machine
- · Marketing agency owners doing $1M to $20M
- · 2 or more years in business
- · 5 to 50 employees
- · Active operator, not absentee
- · Willing to look at the numbers monthly and make changes
The middle isn't the customer
- · Bookkeeping or tax work only
- · Non-profits
- · Pre-revenue or unstable revenue
- · Absentee owners
- · Founders unwilling to change what the numbers reveal
Make the machine visible.
Financial assessment
Books, P&L, balance sheet, cash position, AR, AP, payroll timing. We find where the business is right now and which drivers are moving the numbers.
Annual profit & cash targets
Set the numbers the business is trying to hit for the year. Grounded in actual operating economics, not wishful thinking.
12-month rolling cash forecast
Week-by-week cash position for the next 12 months, updated monthly. Tight weeks and cushion weeks, color coded. Tied to real payroll, AR, and spend.
KPI dashboard
The 3 to 5 numbers that actually move the business. Not a vanity dashboard. Watched weekly. Tied to the financials.
3 opportunities, dollar-sized
At least three specific ways to improve financial performance, each with an estimated dollar impact you can act on this quarter.
Read the machine together.
Monthly CFO working session
90 minutes. Actuals vs. targets. The month's main constraint. A 30-day action plan with owners and deadlines.
Weekly Friday check-in
Short accountability pulse on the 30-day plan. No formal report required. Just make sure the needle is moving.
Between-call decision support
When an urgent decision hits, we model it in the forecast within 24 hours and come back with a recommendation. CFO in the room.
Rolling forecast & KPI updates
The forecast moves forward one month every month. The KPI dashboard refreshes with the latest actuals.
Five drivers down.
Most fractional CFOs stop at the surface drivers. "COGS is too high." "Labor is creeping up." "AR is aging."
Edge Theory keeps going. COGS high — which line? Wine cost. Which SKU? Don Julio. What drove it? Over-pours and miscounts. Where? Two specific bartenders, two specific shifts.
That's five drivers down. That's where the money is. That's the edge.
RDM Hospitality — Don Julio: $110,000 per month in saved cash flow. The data was sitting in the business the whole time. Someone had to pop the hood.
Month-to-month. No lock-in.
Monthly retainer from $1,500 to $7,500 depending on business size, complexity, and scope. Most engagements land in the $3,500 to $5,000 range.
No long-term contract. Cancel with 30 days notice. The goal is to walk you through the stages, not keep you dependent.
Four steps to a visible machine.
Right Fit Call
30 minutes. Free. Bring the latest financials. You leave knowing the 2 to 3 biggest problems and whether Edge Theory is the right fit.
Agreement sent
Month-to-month retainer. No long-term lock-in. Signed in 24 hours.
First 30 days
Phase 1 deliverables. By day 30, you can see your machine clearly for the first time.
Ongoing cadence
Monthly rhythm. Weekly pulse. Decision support between calls. We work the method together.
The money is sitting on the counter.
The Right Fit Call is 30 minutes and free. You'll leave knowing the 2-3 biggest problems to fix first.
Book the Right Fit Call