Ultra CFO™ · The destination
The financial nerve center growing companies can't yet hire.
Ongoing decision support. We feel everything moving through your business, so you can decide and act. This is the engagement the whole ladder leads to.
Who this is for
- You came up the Clarity ladder and want the judgment layer to stay.
- You are past the point where gut decisions are cheap, and not yet at the point where a $250K full-time CFO makes sense.
- You want an operator across the table every month, not just reports in your inbox.
What we do
Finance leadership is decision infrastructure: the numbers, the forecast, and the judgment layer that connects them to the decisions you actually face. Advisory is that layer, on retainer.
One number. One shot clock. Ten levers. Every month we watch the vital numbers, keep the forecast honest, and bring you the one move that matters most right now. No 100-page reports. No financial theater.
What you leave with
The monthly decision rhythm
A standing session where the numbers get read and turned into moves. The rhythm is the product; the meeting is where it shows up.
The forecast, kept honest
A budget is an excuse to spend. A forecast helps you see around corners. We keep yours current and true as the business moves.
A pressure-test on every big decision
The hire, the expansion, the big contract. Before you commit, the numbers get a say, out loud, from someone who has made these calls.
A direct line when something moves
When cash, margin, or a deal shifts between sessions, you do not wait for the next meeting to find out what it means.
What clients say
Ultra CFO takes the guessing out of decision making for us at NPD. They're great with P/L, forecasting, and strategic recommendations based on our numbers. If you aren't ready for an in-house CFO but need everything I mentioned above, you should speak to them.
Where this goes next
Advisory starts where trust starts. New clients enter through the Clarity Sprint™, so we are never guessing about your business.
Common questions
We already have a bookkeeper and a CPA. Where does Advisory fit?
Above them, not instead of them. Your bookkeeper records history and your CPA files taxes. Advisory is the judgment layer that turns their work into decisions. Nobody gets replaced; the numbers finally get used.
Why not just hire a full-time CFO?
At $250K plus equity, a full-time CFO makes sense later than most founders think. What you need now is the judgment, not the headcount. Advisory is CFO-level judgment on retainer, at a fraction of the cost.
Can we skip the ladder and start with Advisory?
New clients enter through the Clarity Sprint™. Not as a hoop: we refuse to advise on a business we have not diagnosed. Think of the Sprint as Advisory in miniature, one cycle of the same judgment, before either of us commits to a monthly relationship. It is how we earn the right to sit at your table every month.
What does a month actually look like?
A standing decision session, the vital numbers watched between sessions, the forecast kept current, and a direct line when something moves. No 100-page reports. One number, one shot clock, ten levers.
How do you work with our existing bookkeeper or accounting team?
They keep closing the books. That is their job, and it stays theirs. We review what they produce, tell you and them what is off and what it means, and hand-hold lightly where it helps. We do not take over the close and we do not teach them their job. They record; we read, judge, and connect the numbers to your decisions.