Finance that makes your next big decision clear.
Every month you'll know how the business did, where your cash is heading, and what to do next. It's the same finance system I ran for 14 years inside some of the largest companies in America, sized for a growing service business.
For service businesses doing about $5–20M a year: professional services, agencies, nonprofits, financial services, insurance, software, and more
Three answers, in one simple rhythm.
Here's an example of what lands on your desk, using a sample marketing agency. Click around: every piece is interactive.
Your monthly snapshot
The numbers that matter, on one page, compared with your plan or last year. Green is on track. Amber needs a look.
- Revenue, margin, profit, and cash at a glance
- Twelve months of trend, so one month never fools you
- Built around how your business actually makes money
Change vs. plan
Plain-English insights, with a recommendation
No spreadsheet dumps. You get a short note that says what happened, why it happened, and what I'd do about it, with the dollars attached.
- A few insights that matter, never fifty
- Specific next steps with the money at stake
- You decide, and we act on it together
Hi Dana, the short version: a great month for revenue, a soft month for margin, and cash is fine but gets tight later this fall.
Revenue hit $1.42M, 4% above plan and our best month this year. The three new retainer clients drove most of it.
Margin fell 1.6 points below plan. Two fixed-fee projects ran about 30% over their budgeted hours.
Cash stays healthy but dips close to our $400K cushion in week 9, when the office move costs land.
Add change orders to fixed-fee projects
Recovers about $18K a monthPush the office move back four weeks
Keeps cash above the cushionKeep the hiring plan as is
Signed work supports both new hiresLet's lock in the first two at our review. — Brett
September snapshot.pdfWhere to reinvest next
The updated forecast shows how far ahead of plan you're running. Then we compare what to do with it, side by side: payback, return, and cash safety in one view, before you commit a dollar.
- See the return on a big bet before you make it
- Know when an investment pays for itself
- Grow aggressively without putting cash or your bank relationship at risk
Also included: a monthly review meeting with me, your annual budget, the reports your bank asks for, advice to your bookkeeper on setting up the books so they're useful, and help with big decisions like hiring and pricing.
You built a real business. Your numbers haven't caught up.
Most growing businesses have a good bookkeeper and a solid CPA. What's missing is someone who turns the numbers into decisions, before small problems get expensive.
"I don't really know how we did until months later."
The books close, the CPA files, and you're still not sure whether last quarter was good or just busy.
"We're profitable. So why is cash always tight?"
Payroll weeks feel close, and every big purchase comes with a knot in your stomach.
"I'm making big calls on gut."
Hiring, pricing, a new office, a big new client. The decisions are getting bigger and the numbers aren't helping.
"I'm the only one who worries about the money."
Nobody else on the team sees the whole picture, so it all lands on you.
A system proven at the largest companies, built for yours.
Most part-time CFOs sell their hours. You call when something feels off, and they react. I bring a system that brings the problem to you first.
I'm Brett Hampson. For 14 years I ran finance teams at Allstate and Farmers Insurance, and at a fast-growing, investor-backed software company. The monthly process that kept those executives ahead of their numbers is the same one I set up for you. I wrote it down in my book, which 500+ finance leaders have bought.
I live in Cincinnati, Ohio, and work with founders, owners, and executive directors across the country.
Start with a conversation. Commit one step at a time.
A 20-minute call
Tell me what's keeping you up at night. If I can help, I'll say how. If I can't, I'll point you to someone who can.
Profit & Cash Checkup
I review your books, reports, and cash, then show you the three biggest gaps and a plan to close them. The fee is credited toward the Foundation.
90-Day Finance Foundation
I build your monthly snapshot, cash forecast, bank tracking, and plan, clean up how your numbers come together, and run the monthly rhythm with you until it works.
Fractional CFO
I run the system every month: your snapshot, insights and recommendations, updated forecast, review meeting, budget, and bank support. No hourly billing.
Common questions
What is a fractional CFO?
A part-time chief financial officer. You get senior financial leadership for a flat monthly fee instead of a full-time executive salary.
How is this different from my bookkeeper or CPA?
Your bookkeeper records what happened, and your CPA keeps you compliant and handles taxes. I look forward: what the numbers mean, where cash is heading, and what to do next. I work alongside both.
What kinds of businesses do you work with?
Service businesses of all kinds: professional services firms, agencies, nonprofits, financial services and insurance companies, software companies, and more. If you sell expertise, time, or a subscription rather than physical products, you're likely a fit.
Is my business a fit?
Usually, if you run a service business doing about $5–20M a year, someone closes your books each month, and you want to make decisions with your numbers. If your books need cleanup first, I'll refer you to bookkeepers I trust.
Do you work with businesses outside Cincinnati?
Yes. I'm based in Cincinnati and work with businesses anywhere in the country. Most of the work happens over video, phone, and email.
How much of my time does it take?
About two hours a month: reading your snapshot and insights, and one review meeting with me. Plan on a bit more during the Foundation.
What does it cost?
Every step is a fixed or flat fee, never hourly. You'll get a clear price after the Checkup, before you commit to anything more.
Let's talk about your numbers.
Share a few details and I'll reach out personally to find a time.