ONE FOUNDATION. STACK WHAT YOU NEED. SCALE AS YOU GROW.
You bring the vision.
We build the ground game.
Groundwork CFO delivers the financial clarity, strategic guidance, and hands-on support ambitious founders need to scale confidently
We focus on the few things that matter most: seeing clearly where you are, being ready for capital, and ensuring finance supports growth.
Why Founders Work With Groundwork
Runway & Clarity
You shouldn’t have to guess where you stand.
We turn your financials into a clear, founder-friendly picture of the business—revenue, margins, burn, and runway.
• Clean, understandable monthly financials
• Runway & performance in one slide
• “If we do X vs Y” scenarios
Fundraise Ready
Your story and your numbers need to match.
We help you build an investor-grade model, define the right metrics, and prepare the financial narrative so you're ready for diligence.
• Investor-grade models tied to reality
• Metrics investors actually care about
• Materials that hold up in diligence
Ops That Support Growth
Finance doesn’t live in a spreadsheet.
It lives in how your team runs day to day. We tighten the link between finance and operations so your processes support growth instead of fighting it.
• Better use of cash, people, and time
• Simple processes for money flow
• KPIs your team can actually act on
THE CORE SERVICE
The Groundwork Operating System
One foundation, customized to your scale. Every engagement starts with the same goal—giving you a clear financial picture and a steady decision rhythm.
What the foundation is
Your CFO 'ground game' includes:
Clear, reliable financials
I work with your existing bookkeeper or firm to make sure the numbers are accurate and usable—no finance degree required to read them.
A clear picture of where you stand
Revenue, margins, burn, and runway turned into a simple view you can explain to your team and investors.
A regular decision cadence
Recurring time on the calendar to walk through results, talk through trade-offs, and decide what happens next—so you’re not reacting in Slack at midnight.
How it’s customized
How we right-size it to you:
Stage & complexity
Earlier-stage and simpler businesses get a lighter version; multi-product, multi-team companies get deeper analysis and more touchpoints.
Your business model
SaaS, marketplace, e-com, services—what we track and discuss is built around how you actually make and keep money.
Your leadership style & bandwidth
Some founders want more async Looms and written summaries; others want live working sessions. We set the format to match how you think and run the company.
Short, actionable follow-up
A concise recap: what changed, what it means, and a few concrete actions with owners and timing.
From one foundation to a plan that fits right now
Once the ground game is in place, we shape the rest of the engagement in two ways:Optional add-ons for ongoing focus areas like metrics, pricing, or staying fundraise-ready. Core projects for bigger lifts like building an investor-grade model, a dashboard, or a full fundraise readiness sprint.
Optional Add-Ons
The OS keeps the lights on and the road clear. But when you need to surge, we add firepower
Metrics / Dashboard
Keep your most important numbers clean, current, and easy to read—without rebuilding the whole reporting stack every month.
Maintain and refine your KPI / metrics dashboardFix issues as the business and data evolveSend a short “here’s what stands out this month” summary
Fundraise Standby
Stay investor-ready between raises without living in constant fundraising mode
Keep your investor-grade model in sync with realityRefresh key scenarios founders and investors care aboutKeep core investor metrics and materials up to date
Pricing & Unit Economics Pulse
Ongoing eyes on CAC, LTV, margins, and payback so your growth strategy isn’t quietly eroding your economics.
Regular check-ins on unit economics and key ratios
Red-flag and opportunity spotting across products / segments
Suggestions for simple pricing or packaging experiments
Strategic & Ops Advisory
A finance + ops brain you can tap for the cross-functional questions that don’t fit neatly into a spreadsheet.
Monthly or periodic sessions focused on GTM, ops, and trade-offsQuick reviews of plans, vendor proposals, or process changesWritten recommendations you can share with your team
DEEP DIVE PROJECTS
Solutions for specific bottlenecks
90-Day Diagnostic
The perfect entry point. A complete financial health assessment, 13-week cash forecast build, and a prioritized roadmap
Financial Model Build
Comprehensive 3-statement model with driver-based revenue projections and scenario planning for the next 3 years.
Fundraising Readiness
Everything needed to launch. Investor model, data room setup, and financial slides for your pitch deck.
Dashboard & KPI Build
Identify top 15-25 metrics, automate connections, and build a live dashboard for executive visibility.
Simple process. Honest scoping
We don’t believe in bloated retainers. We identify exactly what your business needs right now, and that is all we build
01
The Fit check
We book a discovery call to look at your current reality. This isn’t a sales pitch—it’s a conversation to see if my approach matches your stage.
02
The Blueprint
I review your situation and propose a scope that fits. If you don't need an add-on, I won't recommend it. Honest recommendations only.
03
The Groundwork
We kick off. We clean up the data, set the rhythm, and start building the financial clarity you need to scale. We get to work immediately.
Ready for Clarity?
You focus on the product. We build the ground game