What We Do
Two ways to work together.
Most clients hire us monthly — the books, the dashboard, and the plan, all under one roof. Some start with a single project to solve one problem or to see how we work. Either is fine. Projects that go well usually turn into the monthly engagement.
Monthly Engagement
The Monthly Engagement
Everything in one place: books handled, numbers clear, plan reviewed. Every tier includes The North Arrow Plan. What changes as you move up is how often we meet, how deep the plan goes, and how much of a CFO you get in the room.
Foundation
$750/mo
For businesses that need the books right and a clear view, with a plan checked quarterly.
- Monthly bookkeeping, categorization, and reconciliations
- Monthly P&L, balance sheet, and cash flow
- One-page dashboard, updated monthly
- Twelve-month plan, reviewed together each quarter
- Year-end-ready financials
- Email support
Partner
$1,750/mo
For growing businesses that want the full monthly rhythm.
- Everything in Foundation, plus:
- Monthly plan review meeting
- Rolling twelve-month forecast, updated monthly
- AP/AR management and payroll coordination
- KPI and cash dashboard
- Annual tax return preparation and filing
Fractional CFO
$3,750/mo
For businesses making big decisions — financing, investors, acquisitions, a board.
- Everything in Partner, plus:
- Scenario planning (what if we hire / open / raise / get acquired)
- Financing and lender support
- Investor- and board-ready reporting
- On-call for the decisions that can't wait for the monthly meeting
Fixed-Price Projects
Fixed-Price Projects
A defined deliverable with a defined end. Good for solving one problem, getting ready for a bank or a buyer, or trying us out before committing to monthly.
Operating Model & Annual Plan
A driver-based model of your business — volume, price, cost, headcount, capex — with scenarios you can actually run. Built for CPG and e-commerce brands, works for anyone with cost-of-goods complexity. Delivered in the tool you already use, or the one that fits.
Unit Economics & Margin Teardown
Where you actually make money, by product, channel, or customer — and where you don't. The fastest way to find out whether the pricing and the mix are working. Often the first project a new client does.
13-Week Cash Flow Forecast
Week-by-week cash in, cash out, and where the low point lands. For businesses that are tight, growing fast, or about to make a big purchase.
Board & Investor Reporting Dashboard
A monthly package your board, investors, or bank will actually read — built in Fathom, Reach Reporting, or your platform of choice, connected to your books so it updates itself.
QuickBooks Cleanup & Catch-Up
Behind, messy, or inherited someone else's mess? We get the books clean, reconciled, and tax-ready — with a fixed price agreed before we start.
Also available: acquisition data rooms and due-diligence support, valuations, system setup and migrations, tax filing.
Getting Started
Simple from day one.
Free conversation
Thirty minutes about your business and what you're trying to decide.
Onboarding
We connect to your books, get access to what we need, and set the plan's starting point.
We take over
The books are handled from month one.
Monthly meeting
Where you stand, where you're headed, what to do next.
Client Feedback
What clients say.
“Dave did a fantastic job! I would highly recommend him. Very knowledgeable and very easy to work with. He makes the accounting side of things seem like a breeze!”
“Great consultation with David! He was professional, experienced in his field, and very knowledgeable and helpful! I highly recommend!”
Ready to Start
Let's talk about your business.
A free conversation, no pitch. We'll tell you honestly whether we're the right fit.