For owners making big decisions on a gut feel
You're past survival mode. Revenue is real, the team is growing, and the decisions are getting bigger — a new hire, a second location, a price change, a slow season to ride out. But the financials that should guide those calls are stuck in last quarter's books.
That gap is where businesses quietly lose money: pricing that erodes margin, cash surprises that force bad choices, growth that outruns the systems underneath it.
An Elev8 CFO engagement closes it. We don't report on your business once a year — we sit inside it every month: forecasting your cash, pressure-testing your pricing, and putting a number behind every decision, in plain English.
A CFO in your corner, all month long
Cash flow forecasting
Rolling 13-week and 30/60/90-day forecasts. Know your runway to the week, not the quarter.
Margin & pricing analysis
Profitability by job, product, or service line — and the pricing moves that fix what's leaking.
KPI dashboards
The handful of numbers that actually run your business — current, on one screen, all month.
Monthly financial reviews
What happened, why it happened, and what to do next. Clear, candid, focused on the decision. Financial statements are the receipt; the decision is the product.
Scenario planning
Model a hire, a price change, or a slow quarter before you commit a dollar to it.
Strategic partnership
A financial leader at the table for the calls that shape where you're headed — hiring, expansion, pricing, capital.
Your numbers, live — not a PDF once a quarter
Every CFO engagement runs on a live FP&A platform built straight from your ledger: a rolling 13-week cash forecast, dashboards for revenue, margin, and EBITDA, a financial health score, and what-if modeling that shows how a hire, a price change, or a slow quarter moves your runway. A branded financial package lands in your inbox every month — generated from your live books, not assembled from stale exports.
The model behind the platform
The way Elev8 delivers CFO work — one accountable advisor running institutional-grade financial infrastructure — is documented in a published Digits case study: monthly close cut from 18 days to 5, and close-cycle hours dropped from roughly 108 to 20 a month — nearly two full workweeks given back, every month.
What that means for you is simple: big firms give you a team. We give you an answer — one advisor who knows your numbers cold, with the systems of a firm ten times the size behind him.
“We've been working with Oskar for the past three years, and I honestly can't recommend him enough.”
Flat monthly. Scoped to you.
Limited by design.
Every engagement is a flat monthly retainer — no hourly meters, no surprise invoices. Scope is defined after your strategy call, based on what your business actually needs.
CFO engagements typically start at $2,500/month, and we take on a limited number at a time — depth over volume is the whole point of the model.
Questions, answered
How is this different from bookkeeping or tax prep? +
Bookkeeping records what happened; tax prep reports it to the government. A fractional CFO is forward-looking — forecasting cash, analyzing margins, and guiding decisions. It works best on top of clean books, which we can also handle.
What size business is this for? +
Typically owner-operated businesses from roughly $500K to $10M in revenue that are scaling, hiring, raising capital, or simply want to stop making big decisions on a gut feel.
Do I have to use your bookkeeping and tax services too? +
No — but the work is sharper when it's connected. The CFO engagement runs on your numbers; when the same firm owns the books, the tax strategy, and the forecast, nothing falls between the seams. Most CFO clients bundle.
What's the time commitment and structure? +
A few days a month, on a flat monthly engagement scoped to your needs — not hourly, not a full-time hire. We'll define the scope after your strategy call. Engagements are flat monthly retainers, typically starting at $2,500/month.
Can I see the platform before committing? +
Absolutely. A live walkthrough of the dashboards, cash forecast, and scenario tools is part of every strategy call.
Start with a strategy call
Thirty minutes. Your numbers, examined honestly. One clear next step — and a live look at the platform.
Book a Strategy Call