How Groundwork CFO works with founders

Simple process. Honest scope. A flexible CFO partnership built around what your company actually needs—not a bloated package

What you can expect working with GroundworkCFO

I only recommend services if they’re clearly useful for where you are right now

The goal is ongoing CFO support. Diagnostics and projects are tools we use when they genuinely help, not hoops to jump through

Your finance and ops setup should reflect your business model, not someone else’s.

I walk through the numbers and trade-offs so you’re never nodding along without really understanding

Simple process. Honest scope.

30-45 minute discover call

We talk about: stage,business model, current finance setup, priorities and pain points

I share how I typically work and ask candid questions

If I’m not the right fit, I tell you

I synthesize what I heard and send back:

Recommended retainer level(CFO Operating System)

Any add-ons that clearly help)or a note that you don’t need any yet

Whether a 90-Day Diagnostic or other project is needed to get to solid ground

You see exactly what I recommend, why, and the investment for each piece

(e.g., clean financials, usable model, real KPIs, fundraise-ready story)

We meet regularly to review, decide and adjust. At the end of that window, we decide together:

Continue as-is

Adjust scope(up or down)

Or wrap up with a clean handoff

You’re a startup from Seed to Series B(or similar scale)

You care about clear numbers, efficient use of resources, and honest conversations

You want ongoing partnership

You only want bookkeeping or tax prep

You’re looking for the cheapest option vs the right partner

You want a huge team and a lot of bodies on your account

You’re pre-product,pre-revenue and mostly just curious