The Process

From first call to financial clarity

Senior financial leadership sized to a real owner-led business, not a corporate budget. The first weeks give the company a clear and current financial picture. The months after keep it that way.

Schedule a Call View Pricing →

Discovery call

Share your challenges and goals. We listen, assess fit, and outline potential engagement.

30 min · Free · No commitment

Financial assessment

Deep dive into financials, operations, and growth levers. Identify quick wins.

1-2 weeks · Diagnostic report

Custom scope

Tailored engagement plan with clear deliverables, cadence, and success metrics.

Flexible hours · Month-to-month

Embedded partnership

Your fractional CFO integrates with your team, driving results from day one.

Ongoing · Measurable ROI

Four Steps

Every engagement follows the same proven structure

Every engagement follows the same proven structure. Built to deliver results early.

Discovery Call

Thirty minutes by phone. You tell me what you are running and where the financial picture is pinching. I will tell you, plainly, whether bringing in a fractional CFO is the right move and what kind of seat would actually fit. Owners I have sat next to for two decades know the version of this call when it is honest. That is the version you get.

Financial Assessment

I read the books, the current reporting, and the tax posture as one connected picture. By the end you have a written read of what is working, what is missing, and the items that are addressable inside the first month. The angle is operator-side: how the numbers are actually moving the business, not how they look in a year-end binder.

Custom Scope

I write a one-page scope, in plain English, against what the assessment surfaced. Monthly retainer, defined project, or a stretch of full-bandwidth interim work, whichever fits the situation. You approve the shape and the cadence before any ongoing work starts. No locked-in contracts, no minimums you do not need.

Ongoing Partnership

Once the system is in place, I stay. A standing leadership session on a set rhythm, the same dashboards every visit, a forward read on cash and tax sitting on one calendar. Between sessions I am reachable when a real decision lands midweek. The compliance work and the operating decisions stay in the same conversation, on your side of the table.

Your Financial Partner

Financial leadership that shows up, every week

An embedded engagement is not a quarterly slide deck. I am present for the leadership conversation, the pricing call, the question about whether the next hire actually pays for itself. The work happens alongside you, in the rhythm of the business, not at arm’s length on a fixed reporting cycle.

Fractional CFO embedded in client workspace for ongoing financial partnership in Mill Valley, CA

Why Fractional

What you get vs. what you’d pay for a full-time CFO

The fractional model puts senior financial leadership next to an owner-led business without the salary, the equity, or the search process of a full-time hire. The retainer flexes as the business changes, the engagement steps up or down with what the year is asking for, and the same advisor stays across tax, cash, and reporting so the strategy compounds instead of resetting every quarter.

Senior financial leadership from week one
Scales up or down as your business evolves
No hiring/training/replacement cycle
Engagement adjusts quarterly
Embedded with your team not outside it

Book a Discovery Call

Dave O’Rourke Fractional CFO › Cash Flow 13-Week

Cash Position $0 0%

AR Outstanding $0 0%

AP Due $0 0%

Runway 0 0

Cash Forecast 13 weeks

Working Capital

Receivables 45% Payables 30% Operating 25%

Monthly Burn

Liquidity

85% Quick Ratio

72% Current

91% Coverage

The Approach

What the ongoing engagement looks like

From an operator who has watched companies fail and watched companies break through, the work that holds up is steady and unspectacular. A leadership session on the same cadence, the same dashboards each visit, a forward read of cash and tax on one calendar. The owner walks out knowing what the numbers mean for the quarter ahead and where the priorities sit. Between sessions, a direct line for the calls that cannot wait.

Recurring CFO sessions on a set cadence
Real-time financial reporting access
Phone and email availability between sessions
Scenario modeling refreshed each quarter
Unified strategy across tax and cash flow

View Our Services

KPI scorecard

KPI	Target	Actual	Δ
Revenue	$210K	$224K	+6.7%
Margin	32%	34.2%	+2.2pp
Cash flow	$28K	$31K	+10.7%
AR days	30	38	+8d
Utilization	80%	72%	-8pp

Monthly narrative

What changed? Revenue up 6.7%, AR crept to 38 days

Why does it matter? Cash conversion slowing despite growth

What should we do? Tighten collections, review payment terms

Next review

✓ KPI scorecard

✓ Cash forecast

✓ Narrative drafted

— Feb action items

Decisions logged 14 this quarter

AR alert 38d → 30 target

3 of 5 KPIs on target

Your Fractional CFO

Your financial partner

Dave O’Rourke

Fractional CFO, CPA

An early run at building things, a lawn-mowing crew and a door-to-door sales outfit and a small travel agency, well before any of the credentials. Two decades close to Silicon Valley founders since, with the wins and the wipeouts seen up close from the operator side. CPA on the wall, four exits and six M&A transactions behind me, and a practice built to put that instinct beside owners who are ready to cross their finish line. The full path is on the about page.

CPA Mill Valley, CA

Common Questions

About the process

Walk me through onboarding.

Once the scope is signed, the first weeks go to getting current. I read the last twelve months of financials, sit with you to understand how the business actually runs, and pull access to the books, payroll, and reporting tools. By the first leadership session I am working from your real numbers. If something urgent is already on the calendar, the work moves faster to meet it.

How do you work alongside our current bookkeeper and CPA?

Bookkeeping stays where it is and tax filing stays with your CPA. My job is to read the output of both, turn it into the decisions in front of you, and keep the planning calendar coordinated so nothing falls between the seats.

Have you worked with companies in our sector before?

I have worked across a wide range of owner-led businesses, and the financial questions repeat more than most owners expect. Where your model has real quirks, I learn them in the first month. On the discovery call I will tell you straight where my background runs deep and where I will be coming up the curve.

How does the scope change over time?

The scope is written in pencil. If a more complex picture pulls the work upward, the retainer steps up. If a quiet quarter calls for a smaller seat, it steps down. The engagement should fit how the business is actually running this year, not the version of it from last year.

Without Dave, I don’t know if we’d have made it. When he introduced us to the Scale B.O.S.S. the lights went on, and we never worried about how we spent our time. The result was amazing productivity inside a scalable rocket ship. Thank God for Dave!

Jeffrey Lebowski

Founder, LBCO

We were running blind. We had no sense of KPIs, or how to understand what the numbers our accountant was sending us. Once we had Scale B.O.S.S. running, every meeting had a new purpose and a clear focus. We went from a struggling start up to an eight figure exit.

Pieter Teel

SV Partners, Inc.

We enjoyed a good deal of success, but we struggled with understanding exactly where our companies were in their growth phase. With Dave’s amazing guidance, we were able to build out bespoke KPI dashboards, and the rest is history.

Charles Stuart

Director