After the 90-day transformation, the Growth Program keeps the system running. Bi-weekly strategy sessions, rolling forecasts, and a CFO who scales with you.
The clarity from your transformation only compounds when someone keeps the system running every month.
The program turns financial clarity into confident leadership — so you grow your business with precision, purpose, and profit.
Each component works together to create a comprehensive system of insight, accountability, and forward momentum.
Two focused 60-minute sessions each month. Tackle pricing strategies, cash flow optimization, budgeting decisions, and growth planning. Each session ends with clear priorities, specific actions, and built-in accountability.
Move beyond standard reports to real analysis and actionable context. Your custom CEO dashboard shows critical trends and variances at a glance. Job-level margin reporting reveals exactly where you are most profitable.
Your top seven key metrics tracked consistently over 12 months with expert commentary and variance analysis. Stay laser-focused on what matters most and see progress clearly documented month over month.
Dynamic what-if scenario modeling that gives you the confidence to plan for growth, new hires, or strategic investments. See the financial impact of decisions before you commit resources.
Build or refine your annual operating budget, then track actuals against plan monthly. Spot variances early, understand why they happened, and take action to protect margins proactively.
Quality reviews of your bookkeeper’s work ensure accuracy and consistency every month. Direct feedback loops and confidence that your reports always reflect reality.
Mid-month cash alerts and ongoing Profit-First allocation guidance keep you proactive about liquidity and strategic profit distribution throughout the year.
Compare your performance against industry benchmarks to identify hidden opportunities and prioritise the highest-impact improvements for your specific business model.
Your business is past startup. Revenue is real and growing. You need financial infrastructure that grows with you.
You are ready to stop guessing and start making every business decision backed by data, analysis, and strategic guidance.
Your team needs accountability, focus, and a financial partner who understands the business at a strategic level.
Whether you are scaling profitably, preparing for a bank conversation, or thinking about an eventual sale — this is your foundation.
Every Growth Program client starts with the 90-Day CFO Transformation. That means when the ongoing partnership begins, your books are clean, your systems work, and the relationship can focus entirely on growth and strategy.
Complete transparency. No surprise hourly bills. No hidden fees. A 12-month agreement, then month to month.
Bolt on managed bookkeeping so Matt’s team owns the full financial picture from books to strategy.
Software implementations, financial models, and business sale prep — scoped and priced separately as they surface.
The Growth Program isn’t a report you receive once a quarter — it’s a rhythm you run the business by. Here’s what every month includes.
Every two weeks you sit down with Matt to read the numbers together, pressure-test the big decisions, and agree the next moves on hiring, pricing, spend, and cash.
Your forecast is updated with real results every month, so you always see what’s coming in, what’s going out, and where cash will be a year from now.
A one-page scorecard tracks the handful of numbers that actually move your business — reviewed together so nothing quietly drifts.
Before you hire, buy equipment, or take on a big job, we model it — so you know the cash impact before you commit, not after.
Matt keeps your books CFO-ready and coordinates with your tax CPA, so month-end close stays clean and tax season is never a scramble.
Between sessions you have a CFO to call when a decision can’t wait — no waiting weeks for an answer to a question that matters now.
Every Growth Program starts with the 90-Day Transformation. Book a free Clarity Call and Matt will show you exactly what the journey looks like for your business.
Book Your Free Cash Flow Clarity Call →We only take on one new client each month.
Straight answers to what business owners ask us most.