Close + Cash + CFO Cadence
A retainer that installs a reliable finance operating system: faster close, predictable cash, and a CFO cadence your team can run.
Best for Series A–B startups (10–100 employees) where close is slow, cash is unclear, and decisions are being made without clean, current numbers.
Outcomes
What changes when this is running
Close is controlled
On time, consistent, and reliable every month.
13-week cash forecast
Runway clarity so you never get surprised.
Finance cadence that drives decisions
Weekly + monthly rhythm your leadership team relies on.
KPI dashboard + variance narrative
Numbers your leadership team actually trusts.
What you get
Everything included, monthly
One retainer. No surprise invoices. A complete finance operating system installed and maintained.
Timeline
How it unfolds
Baseline + immediate fixes
Audit your current close, cash position, and reporting. Fix what's broken now.
Cadence live, reporting reliable
Weekly and monthly rhythms are running. Your leadership team has numbers they trust.
System runs smoothly
Cycle time is down, fewer surprises, and the finance operating system compounds value.
Testimonials
What founders say
Placeholder — replace with real client quotes when available.
“Shannon brought order to our finances in weeks. We finally know our runway and can make decisions with confidence.”
Founder, Series A SaaS
CEO
“Our close went from 3 weeks to 5 days. The board loves the new reporting cadence.”
COO, Series B FinTech
Operations Lead
“Having a fractional CFO who actually understands startups changed everything for us.”
CTO, Series A HealthTech
Co-Founder
Get started
Book a 15-min fit check
No pitch, no pressure. Just a quick conversation to see if your situation matches what I do best.
FAQ