Bookkeeping tells you what already happened. A CFO tells you what to do next. Get the forward read — cash clarity, honest margins, and bank-ready numbers — without a full-time CFO on your payroll.
Start with a scoped foundation. Scale to weekly oversight or board-level finance as the business demands it.
MBA-led with a licensed CPA on staff.
CFO Foundation is not a full-service CFO engagement at a cut rate. It is a different, deliberately smaller job: a defined scope you can vet before committing to a larger engagement. What is in it — and what is not — is written down before you sign, in a scope sheet you keep.
Every tier starts with a 30-minute discovery call and a written scope. If no tier fits, you still leave the call with two fixes you can use Monday.
For $1M–$3M contractors, and founders under $1M who need clarity
$1,000/mo
+ $750 one-time setup
Not included
Outcome: Stop guessing cash. Know your real margin.
Book a Discovery CallFor $2M–$7M companies hitting payroll, bonding, or pricing walls
$2,950/mo
Everything in Foundation, plus:
Not included
Outcome: Predictable cash, profitable jobs, bank-approved books.
Book a Discovery CallFor $5M+ companies scaling, fundraising, or seeking a credit-line increase
$5,900/mo
Everything in Operator, plus:
Not included
Outcome: Finance that scales with you.
Book a Discovery CallWe map where your cash is stuck: WIP and job costing, payroll runway, and whether you are bidding to win or bidding to profit. You get a straight read on your situation, whether or not we work together.
No WIP and cash chaos points to Foundation. WIP without weekly oversight points to Operator. A bonding, fundraising, or partner question points to CEO Edge. The match — and the scope — is put in writing before you commit.
Setup starts with your last 3 months of P&L, AR/AP, and your active job list. Then the monthly rhythm begins: forecast, dashboard, review, and the next actions — every month, on schedule.
Founder, Triumph Business and Tax Solutions LLC — fractional CFO for contractors and founders
Rafael works from the operator's chair: the same discipline behind this practice runs the weekly live training and the firm's bookkeeping and tax work through the Total Source Network. One point of precision, because precision matters in this profession: Rafael is an MBA and a founder, not a CPA. The firm is MBA-led with a licensed CPA on staff — the credential line we stand behind on every page.
Your CPA looks back: taxes, filings, and clean historical records. A fractional CFO looks forward: the 13-week cash forecast, WIP and job-cost control, pricing, and the decisions in front of you this month. The two work together — we fix WIP and cash so your CPA has clean books to file from. And where CPA-required work is involved, our firm is MBA-led with a licensed CPA on staff.
No. It is a scoped foundation, not a discounted full-service engagement: a 13-week cash forecast, initial WIP cleanup, one KPI dashboard, one 60-minute call a month, Slack Q&A, and a monthly P&L review. The scope exists so you can vet the work on defined terms before committing to a larger tier — and the exclusions are stated on this page, not discovered later.
Bank packages, pricing rebuilds, weekly calls, and board decks. Those are Operator and CEO Edge work. Before you sign anything, you receive a written scope comparison sheet showing all three tiers side by side — includes, exclusions, and outcomes — so the boundary is explicit.
No. Clean bookkeeping is the input this work runs on — yours, or our firm's through Triumph Solutions. Day-to-day bookkeeping is not performed inside any CFO tier; at CEO Edge we oversee it and coordinate comp and tax with your CPA. If you have neither, we will tell you plainly what needs to be in place first.
Thirty minutes, in three parts: where your cash is actually stuck, which of the three cash killers — job costing, cash flow, or pricing — is costing you most, and which tier, if any, fixes it. Have your last 3 months of P&L, AR/AP, and active job list handy for the follow-up. If nothing fits, you still leave with two fixes you can use Monday.
Book a 30-minute discovery call. We will map where your cash is stuck and tell you which tier fixes it — or that none does, and what to do instead.
Book a Discovery CallPrefer to talk first? Call (954) 352-3927.
Triumph Solutions — All your business solutions in one network.
MBA-led with a licensed CPA on staff.