Confirmed

Booked. Here is what the forty-five minutes covers.

Invitation and dial-in are in your inbox. What follows is the agenda, so you can judge beforehand whether it earns the time.

Six minutes: what a CFO does that a controller does not

Most owners have never seen the two roles separated. This is the clearest version we have.

The agenda

First 10: Where your business is, who currently touches your numbers, and what they produce.
Next 20: We read last month back to you. Where margin actually sits, how long cash takes to arrive, and what the reporting is not telling you.
Next 10: The decision you named when booking. Pricing, a hire, a facility, a raise. We work it with the numbers in front of us.
Last 5: Whether this needs a monthly seat or whether you are fine as you are.

Ordered by how often we hear them.

1 2:40

We already have a bookkeeper and an accountant.

Nearly everyone who books this does. Neither of them is paid to work the decision with you.

2 1:50

Do you replace our current people?

No. We sit above them, and usually make their work more useful.

3 2:15

What does a monthly seat cost?

It scales with close complexity and reporting cadence. You get the number on the call.

4 3:10

How is this different from a controller?

A controller runs the close. A CFO decides what the close means for the next quarter.

5 2:05

What do you need from us each month?

Less than you think, once the first close is done. Most of it is already in your ledger.

6 1:55

When does this stop being worth it?

When the decisions get simple enough that you do not need somebody in the room for them.

Helpful, not required

Last month's P&L, however rough, and roughly what is in the operating account. A screenshot is fine. Come without them if you have to.