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Precise CFO | Cash Flow Projections, Financial Modeling, Growth Planning

Precise CFO

Typically responds within 100 hours
FOUNDING YEAR
2023
NUMBER OF EMPLOYEES
2 - 5 employees
TRANSACTION EXPERIENCE
M&A under $10M
LOCATION
-
SUPPORT
Dedicated Staff
Precise CFO
Even with steady revenue and a solid team, many growing businesses reach a point where the financials can stop providing real clarity. You’re generating millions—but where is the profit going? Why does cash still feel tight? We work with service-based businesses to cut through the noise, eliminate guesswork, and deliver financial clarity. No jargon, no fluff—just precise, practical insights that help you control cash flow, understand profitability, and make smarter decisions as you grow.

Clients who would be a good fit

You’re leading a growing business, but financial clarity hasn’t kept pace. You’ve got a bookkeeper, reports, and revenue—but you’re still asking: What’s really profitable? Why does cash feel tight?
We help service-based businesses cut through complexity and actually understand their numbers. No jargon, just sharp insights, better decisions, and the confidence to grow with control.

Clients who wouldNOTbe a good fit

We’re probably not the right partner if:
- You’re pre-revenue and still building basic financial systems

- You’re not open to improving processes or adjusting how financial decisions are made

- You prefer to operate from instinct over data

- You’re looking for the cheapest option rather than long-term value

We work best with established businesses ready to treat their finances like a growth lever—not just a compliance task.

Client Specialties

Industries Precise CFO doesNOTserve

Services Offered

Service Pricing

Monthly Retainer
$3,495

Meeting Options

Video meetings

Industries Precise CFO doesNOTserve

Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
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