Fractional CFO & Advisory for Founders

The financial system behind founders scaling past six figures.

We install the F.O.S.M. framework — Finance, Operations, Sales, Marketing — inside your business, so you finally know your numbers, fix your cash flow, and build wealth that outlasts the hustle.

14 yrsAdvisory Experience
$40M+Client Revenue Managed
300+Founders Coached
Live Portfolio Snapshot
$2.3M Client cash flow recovered to date
F.O.S.M. Framework Finance · Ops · Sales · Marketing
Trusted by founders featured in
The Problem

Most founders don't have a revenue problem. They have a visibility problem.

You're generating real revenue, but you couldn't tell someone your gross margin without opening three spreadsheets. That gap is what keeps good businesses from becoming wealth-building machines.

  • 01

    Cash flow feels like a guessing game

    Revenue is up, but the bank balance never seems to reflect it — and payroll week is always tense.

  • 02

    Bookkeeping tells you the past, not the future

    Your books are technically "done," but they don't help you decide what to do next quarter.

  • 03

    You're the bottleneck in every financial decision

    Pricing, hiring, spending — it all still runs through gut feel, because there's no system underneath it.

Our Approach

The F.O.S.M. Framework

One system, four pillars. We install it in order — because a marketing push means nothing if operations can't fulfill it, and sales mean nothing if finance can't see the margin.

F

Finance

Real-time visibility into cash flow, margin, and runway — so every decision is made with numbers, not nerves.

O

Operations

Systems and workflows that let the business run without you personally approving every step.

S

Sales

A repeatable process for converting demand into revenue you can actually forecast.

M

Marketing

Positioning and channels that bring in the right clients — not just more traffic.

Programs built for where you are right now

From a one-time audit to a fully outsourced finance department — pick the level of support your business needs today.

01
Start Here

F.O.S.M. Audit

A structured review of your business against all four pillars. Walk away with a clear map of what's working, what's leaking money, and what to fix first.

Book Your Audit
03
Done For You

Outsourced CFO Services

Hands-on support from our team for bookkeeping, tax planning, and monthly financial strategy — your finance department, without the full-time hire.

Access Financial Services
04
Community

The Mastermind

A standing room of founders doing the same work, trading playbooks and holding each other to the numbers, month over month.

See the Mastermind
Results

See what changes when founders can finally see their numbers

$2.3MClient Cash Flow Recovered
312Businesses Advised
4.9 / 5Average Client Rating
90 DaysTo First Measurable Result
"

I finally know my numbers cold. We found $9K a month in margin we didn't know we were losing, inside the first audit.

+$9K/mo margin recovered
MD
Maria Duarte
Owner, Duarte Design Studio
"

The F.O.S.M. audit alone was worth more than two years of guessing. Ops and finance finally talk to each other.

3 months to positive cash flow
JO
James Okoro
CEO, Okoro Logistics
"

Wall Street-level thinking without the Wall Street invoice. Zach's team runs our finance department better than our old hire did.

Replaced full-time CFO hire
PS
Priya Shah
Founder, Shah & Co.
Free Resource

The Founder's Finance MBA — yours at no cost

The same curriculum we charge consulting clients for, packaged into a self-paced program: financial literacy, growth strategy, and the software templates to run it yourself.

  • Core financial literacy for founders
  • Business growth strategy masterclasses
  • Plug-and-play finance software templates
  • Access to the Learn & Grow Rich community
Get Free Access
Learn and Grow Rich free masterclasses and finance software preview
Ready When You Are

Book a free 15-minute strategy call

No pitch deck, no pressure — just a straight conversation about where your business stands and whether F.O.S.M. is the right next step.

We take on a limited number of new advisory clients each month to keep every engagement hands-on.