How Ultra CFO™ works
A ladder, not a menu.
Every Ultra CFO™ engagement is a step on one journey: diagnose, install, operate together, stay. You enter at the front door and climb only as far as your business needs.
The journey over time
Start here
Diagnose, then install
The bridgeOptional
One commitment, both worlds
Everyone starts with the Sprint and Build. From there, go straight to ongoing, or take a 100-day bridge trial on the way.
Step by step
The Clarity ladder
One-time engagements, escalating commitment. The Sprint exists so we can earn the right to be your nerve center.
Clarity Sprint™
30 days, one-time
The front door. We get into your real numbers and tell you the truth: what is actually happening, the one or two numbers that matter, and exactly what to do next. If you don’t walk away with total clarity on what’s wrong and exactly what to do about it, the Sprint is free.
Clarity Build™
60 days, one-time, includes the Sprint
Sprint gives you clarity once. Build installs the system that keeps giving it: your vital numbers wired, a forecast you trust, a decision rhythm, and books clean enough to trust.
Clarity Command™
One-time, includes a 100-day Advisory trial
The ascension package. Sprint, Build, and then a full quarter operating with a CFO team beside you. Most Command clients continue into UCFO Advisory when the 100 days end. That is by design.
Clarity Control™
One-time, includes a 100-day Ops trial
Command’s sibling for companies where the accounting operation itself is a choke point. Sprint, Build, and 100 days of advisory plus the day-to-day accounting, carried by us.
Where it leads
The destination
The ladder leads somewhere: ongoing decision support, on retainer. Sprint gives you clarity, Build installs the system, Command is where you operate with a CFO team. The destination is where you stay.
UCFO Advisory
Monthly, ongoing
The destination. The financial nerve center growing companies can’t yet hire: the vital numbers watched, the forecast kept honest, and every big decision pressure-tested by an operator. One number. One shot clock. Ten levers.
UCFO Ops
Monthly, ongoing
Everything in Advisory, plus monthly bookkeeping, accounting, and month-end close, run by us. Most companies don’t need it, and we will say so. For the ones that do, the whole operation gets carried.
How the pieces nest
The longer the bar, the more it carries. Hover a bridge engagement to see what is inside it.
The longer the bar, the more it carries. The bridge rows are optional: finish Build, then go straight to ongoing, or take a 100-day trial on the way. Ops includes everything in Advisory.
The first step
Where do I start?
Almost everyone starts with the Clarity Sprint™. If you want a human read before committing, book a CFO Huddle™: 45 minutes, one finding, no obligation.