Common questions, answered directly.

They own the strategic side of finance — forecasting, cash strategy, board reporting, and major decisions — for a fraction of a full-time hire’s cost, working the hours your business genuinely needs.

The AI layer runs on top of books your human team maintains and reviews — so every alert, dashboard, and answer is grounded in verified, accurate data, not a black box.

We focus on established mid-market companies — typically past startup stage, with real revenue, complexity, and a need for senior financial leadership.

Every engagement starts with a free AI Finance Cost Audit. From there we scope your needs into one of three tiers — Essentials, Growth, or Strategic — at one flat monthly fee.

Yes — or we can work alongside them. Many clients start with just CFO-level strategy and add bookkeeping and tax later.

Most clients complete their audit and get a proposal within two weeks of the first call, and are fully onboarded within a month.

Yes. We work with clients nationwide — our team is based in Riverside, CA, but engagements are remote-first.

Consumer products, retail & e-commerce, and medical & healthcare are our primary focus, alongside deep experience in apparel, manufacturing, and CPA firm partnerships.