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FOR FOUNDERS WHO'VE OUTGROWN THEIR BOOKKEEPER

Your CPA files your taxes once a year. Nobody is watching your cash.

A big payment is coming, the bank wants numbers, and your current CPA isn't answering. You don't need cleaner books. You need someone to tell you what's about to happen to your cash.

Sound familiar?

Founders at this stage tell us the same four things.

A large payment is on the calendar and you don't know if cash covers it.

Debt service, a tax bill or a big vendor payment is coming. You have a P&L, not a forecast.

Your current CPA disappears between filing dates.

You send a question in March and get an answer in April. By then the decision has already been made.

A lender or investor wants more than a P&L.

They ask for a forecast and the story behind your numbers, and you're building it the night before.

You're about to hire and can't tell if you can afford it.

You're making a hard-to-reverse decision on gut feel because nobody has modeled it.

What We Do

What changes when we're your CFO

Three things, built around the decisions in front of you.

A rolling cash forecast you can read in two minutes

Where cash is headed over the coming months, including the large payments you can see coming, updated as your business changes.

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A CPA who actually answers

You work directly with the founder, so a question gets an answer while the decision is still open.

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Numbers ready for the bank or an investor

A clear financial package and the story behind it, so the lender conversation isn't a scramble.

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Who you'll actually talk to

You talk to Doyin Ogunbajo, CPA, the founder, on every engagement. Not a junior analyst reading from a template.

Who this isn't for

If you only want file-and-forget compliance, or your business is too early for a forecast to mean anything yet, we're not the right fit. We work with owners at roughly $1M to $10M in revenue who want a proactive, year-round partner.

FAQ

What founders ask before they call

A bookkeeper records what already happened. We forecast what's coming, including cash, hiring capacity and large payments, and give you a read on what to do about it.
Either. Many founders move their tax work to us once the planning relationship is working, but we can also work alongside your current CPA.
Yes. We prepare the financial package and talk you through the numbers so you walk in able to defend them.
Most of our fractional CFO clients are between about $1M and $10M in revenue: past what a bookkeeper can answer, not yet ready for a full-time CFO.
Ready to Talk?

Bring your last three months of statements and your biggest upcoming payment.

Book a free 30-minute discovery call. We'll talk through what your cash is about to do.

Get Started → hello@asofinancial.com