04of 07Clients
Different companies.
The same standard.
The engagement changes with the stage — the seat does not. Four situations account for most of the work in this practice.
The common thread
What these companies share is not an industry or a revenue band. It is a position: consequential financial decisions are being made, and no one in the building is accountable for the analysis behind them. Sometimes that is a fifteen-person firm; sometimes it is a company with two hundred employees and a finance team that has never had a principal above it.
Situations
- 01
Owner-Led Operating Companies
Established · profitable · reporting has fallen behind
The core of the practice. The business works, the revenue is real, and the financial function grew by addition rather than design — a bookkeeper, a CPA, a spreadsheet somebody built four years ago. The owner is still the only person holding the whole picture, and it is held in their head.
Usually starts with
- Cash visibility past the current month
- True margin by line, service, or location
- A monthly pack worth reading
Usually a monthly advisory retainer
- 02
Companies Mid-Growth-Step
Adding headcount, locations, or a new revenue line
Growth is the most expensive thing a healthy company does, and it consumes cash before it produces any. These engagements exist to make the step deliberate: what it costs, when it turns, what it needs funded, and what the company looks like on the far side of it.
Usually starts with
- Capacity and hiring plan with the cash behind it
- Scenario cases for the step
- A funding path arranged before it is needed
Retainer, or a fixed project through the step
- 03
Founder-Led Companies Facing Capital
Raising, borrowing, or preparing to sell
Capital events are decided on the quality of the numbers as much as the quality of the business. When a lender, an investor, or a buyer is about to read your financials, the standard changes — and the work of meeting that standard is best done before the conversation starts, not during diligence.
Usually starts with
- Books and statements made diligence-ready
- A defensible model and set of assumptions
- Lender, board, and investor reporting
Fixed-scope project, four to twelve weeks
- 04
Mission-Driven Organisations
Nonprofits and foundations with real budgets
Restricted funds, grant conditions, and a board that is legally accountable make nonprofit finance less forgiving than most private companies, not more. The work here is discipline: clean fund accounting, reporting a board can approve without hesitation, and a reserve position that survives a slow funding year.
Usually starts with
- Fund and grant tracking that holds up
- Board-ready financial packages
- Reserve and runway policy
Retainer, or oversight through the close and audit cycle
A note on size
Too small is a real thing.
So is too large.
Below roughly a million in revenue, the honest recommendation is usually a strong bookkeeper and a good CPA — a CFO seat would be an expensive answer to a question you do not have yet. Well past the point where finance needs daily ownership and a team beneath it, you need a full-time hire, and I will say so in the first call rather than the sixth month. In between is where this arrangement earns its keep.
Next step
Thirty minutes,
and a straight answer.
Bring one question you cannot currently answer from your own reporting. If a fractional CFO is not the right answer, you will hear that on the call — there is no proposal waiting at the end of it.
Request an introduction- Direct
- jordynsfinance@gmail.com
- Telephone
- 469-248-7336
- Reply
- Within one business day
- Elsewhere
- @jordynsfinance