The first conversation
CFO Huddle™: your financial clarity session.
45 minutes with an operator who has read 1,000+ businesses. We find one thing in your numbers that is probably costing you money, and tell you what we'd do about it.
How 45 minutes works
We look at your numbers, and your Clarity Score™ if you have one. We find the weak leg. We name the broken number and what it is costing you. You leave with the finding and the path.
You do not need to arrive with the right question. Most founders don't know which question to ask yet; surfacing it is the point of the session. That part is our job.
You leave with a real finding, not a sales pitch. If the full fix needs your real numbers, we will say exactly that.
The Huddle is operator time, not a sales team's, and it competes with client work for the same calendar. That is why spots are limited each month.
What people say after one
This was so much more than I have ever had before, and it's really helped me to have the clarity. Now I just need to do the work that I need to do. This is so much better than before, and now I know what to do.
Common questions
Is this a sales call?
It is a working session. You leave with a real finding, not a pitch. If the complete fix needs your real numbers, we say exactly that, and you decide whether the Clarity Sprint™ is the next step.
Why only 45 minutes?
Because 45 minutes is enough to find the weak leg when you have read 1,000+ businesses. A longer call drifts into guessing, and you do not need another person guessing about your business.
What should I bring?
Your most recent P&L, balance sheet, and your current cash number. As they are. Messy is fine; we read businesses in whatever state the books are in.
I got a code from a talk, a workshop, or a referral. What do I do with it?
Choose Book the Huddle and enter the code at checkout. It covers your session; everything else is the same Huddle.