The problem
If this sounds like your world, you don’t have a “you” problem - you have a finance system problem:
You’re making high-stakes decisions with unclear or conflicting reports
You get cash flow surprises and last-minute “we might miss payroll” conversations
You have an accountant… but you still don’t trust the story your numbers are telling
Your board / investors keep asking for better forecasting, not more spreadsheets
You’re constantly reacting - not proactively steering the business
That’s what happens when you have accounting… but no strategic finance.
The Forecasting Performance OS™
We reject the old CFO model.
No bloated retainers.
No endless slide decks.
No backward-looking reporting disguised as strategy.
Instead, we built a system used by elite CFOs in billion-dollar companies and refit it for operators at every stage:
Clear reporting you actually understand
Root-cause analysis instead of guesswork
Forecasts that drive decisions - not spreadsheets
Pricing and margin intelligence built on reality
Cash clarity that prevents crises
Action plans tied to measurable results
Everything is designed to answer one question:
“What should we do next?”
The fastest path to clarity
Start with the CFO Health Check™
The best place to start is the CFO Health Check™, a fast, focused deep dive into the financial engine of your business. In the 45-minute video call, a CFO diagnoses your most pressing finance issues then gives you a clear, simple roadmap of what’s working, what’s broken, and what needs attention right now. Most founders say it’s the first time they have felt confident about next steps for their finances.
You'll walk away with an expert opinion and next steps on how to fix it. No obligation to continue working with us.
How it works
Our process is simple
We create clarity, momentum, and long-term financial excellence.
Why Companies Trust Us
Enterprise-Level Finance, Delivered to High-Growth Businesses
Founders come to us after realizing that bookkeeping, dashboards, or traditional CFO services haven’t given them what they actually need: true clarity. Our CFOs (not junior staff) have led finance at PE-backed companies, NGOs, through M&A, high-growth startups, and Fortune 100 organizations, and they bring that same level of rigor to the businesses we support. We've built forecasting systems that finally make the future predictable, redesigned pricing strategies that immediately improved margins, and implemented reporting that cuts through noise and builds investor confidence.
Across industries and revenue levels, our clients share the same reaction once they see their new finance system: “I’ve never had finance look like this before.” That’s the difference - and it’s what Forecasting Performance is known for.