The Hard Questions, Answered Before You Book.
If you have been burned by an agency before, start here. Nothing on this page is defined after you sign.
You are a US fractional CFO or advisory practice billing $3K to $15K per month retainers, with room to take on at least 2 to 3 more clients.
You are pre-revenue with no track record yet, you bill commodity bookkeeping rates under $2K per month, you have no capacity for new clients, or you have no process to close a call once we book it. We book the call. You close it.
No. US fractional CFO and advisory practices only. The target lists, the partner maps, and the qualified-call standard are all built for US owners doing $3M to $25M.
Team size is not the test. Retainer band and open capacity are. If you bill $3K to $15K per month retainers, have room for at least 2 to 3 more clients, and have a process to close a call, the practice fits.
We build and run The Referral-Proof Pipeline™: outbound to owners in your band, productized outreach to referral partners, qualification against a written standard, done-for-you follow-up, and a weekly report with two numbers. You show up to the call.
Email and LinkedIn outbound to owners in your target revenue band, run in parallel with referral-partner outreach to CPAs, commercial bankers, and attorneys.
No. Referrals are the highest-quality channel in this profession and they should stay your best one. We add a second channel you control, and we put the referral channel itself on a schedule instead of on memory.
No. We book the call. You close it. Yours is the half hour on the call. Everything before it is ours.
Most of it lands in weeks 1 to 2: your voice guide, your standard, and template approvals. Plan on 3 to 4 hours across those two weeks. After that, about 30 minutes a week for approvals, plus the calls themselves.
AI assists the research and the first draft. A person edits it against your voice guide, and you approve the templates before anything sends. Every message goes to a named person at a named company, referencing something real about their business. If a message would embarrass you at a conference, it does not go out.
Yes. Nothing goes out in your name that you have not signed off on. You approve the templates before a single send.
The standard is printed above, in writing, before you buy. Calls that miss it do not count toward the guarantee and do not reach your calendar.
A qualified, attended discovery call is one where the person on the call owns or leads a US business doing $3M to $25M in annual revenue, has named a finance, reporting, or cash-flow problem themselves, holds the authority to sign a retainer without a second approval layer, has confirmed a budget at or above your stated retainer minimum, and attended at the scheduled time. A call that fails any one of those five does not count toward the guarantee.
If you keep capacity open for new clients and complete onboarding inside the first two weeks, and The Referral-Proof Pipeline™ does not book at least 6 qualified, attended discovery calls in your first 90 days, we keep working at no further cost until it does.
For most practices, in weeks 3 to 6, once outbound and referral-partner outreach go live.
Here is the part most agencies leave out. Discovery calls are what we commit to and what the guarantee covers. Signed retainers follow your close rate and your sales cycle, and in this profession that is usually 4 to 8 weeks from first call. A practice expecting a full roster at day 90 will be disappointed at day 60. A practice expecting a working second channel at day 90 will be right.
The review is free. Retainer scope and fee are set on that call, because the right scope depends on your band, your capacity, and how much of the work you already have running. You get a number in the conversation, not a range on a landing page you have to reverse engineer. Month to month after a 3-month initial term.
Because an honest number depends on your practice. A range you would have to reverse engineer helps no one, so you get a real number on the call instead.
You do. Every account, list, and CRM record.
Reasonably. That is why the qualified-call standard is printed above rather than defined after you sign, and why the guarantee names its own eligibility conditions instead of leaving them to interpretation. Ask us for the CRM export behind any number on this page.
5 new practices per quarter, because capacity applies to us too. We only take practices we are confident we can fill.
- What share of your last twelve months came from your top two sources, and what happens to the practice if one of them moves.
- The channels currently open to you and the ones closed, based on your band, your niche, and where your end clients actually sit.
- Your qualified-call standard, written to your revenue band and retainer minimum, so you own the definition whether or not you work with us.
- The three gaps most likely to be limiting the practice right now.
Not a demo, and not a slide deck about us. If there is a fit, we scope it on that call. If there is not, we will say so and tell you what we would do instead. No sequence either way.
Nothing beyond the short form. We prepare from your answers, so the call opens with your practice instead of a discovery interrogation.
If It Is Not Answered Here, Ask It on the Call.
Thirty minutes, one of us, your practice specifically. Bring the hardest question you have.