Not another consultant. A financial system your business runs on.
Most owners don't need more reports — they need to know what to do next, and the discipline to do it every month. Here's exactly how the LeeFO system works.
Action, not reports
Every month ends with decisions, owners, and deadlines — not a PDF nobody reads.
Cash is the scoreboard
Profit on paper doesn't make payroll. Everything we do accelerates how fast your work becomes cash.
Your team runs the numbers
The KPIs are owned by your operations team — so financial goals become operating behavior, not finance-office wallpaper.
It starts with an Assessment — not a sales pitch.
Before we build anything, we go into your books and your CRM to understand how your business actually makes and loses money. We find the pain points — and the low-hanging fruit.
- Books quality check — can your numbers be trusted, and what needs fixing
- Margin reality — which jobs, lines, and customers actually make money
- Cash conversion review — how fast work becomes billed, and billed becomes cash
- CRM pipeline check — what's really coming, and what your close rate says
- Quick-wins list — the two or three fixes that pay off fastest, quantified in dollars
Why start here?
Because every business is different, and a system built on someone else's pain points is just a template. The assessment tells us — and you — exactly where the money is.
Most clients see their first found money within weeks. The system below is how it keeps compounding, month after month.
One system, two speeds.
Once a year we set the targets. Every month we hit them. That's the whole system — and it never stops running.
From a 5-year plan to a budget your team can hit
We start with where you want to be in five years, then build this year's budget from the ground up — every employee, every truck, every cost line. Revenue assumptions are yours; we pressure-test them. Along the way, we formalize the 4–6 Success Signals your team will be scored on all year.
The monthly engine
The five steps below run every single month, with a 13-week cash flow updated every week underneath. Numbers in, decisions out.
The five steps — in full.
No black box. This is exactly what we do, what you get, and the decision each step puts in front of you.
Set targets
A 5-year plan feeds a one-year budget built from the ground up — employees, payroll, rent escalations, every known cost. Not a top-down guess.
What we do
Build the Long Range Plan and the detailed budget with you — you own the revenue assumptions, we pressure-test them and build everything underneath.
What you get
A budget tied to jobs, crews, and close rates — plus your 4–6 Success Signals, formalized with targets and owners.
The decision
What does winning look like this year — and what has to be true to get there?
Track actuals
Every month, we review the close with your bookkeeper and compare what happened against the plan — in dollars, not percentages on a slide.
What we do
Review your bookkeeper's close for accuracy, then break down every meaningful variance against budget — and find out why it happened.
What you get
A monthly scorecard you can trust: where you're ahead, where you're behind, and what each variance is worth.
The decision
Where are we off — and is it a one-month blip or a trend?
Forecast cash
We use the actuals to forecast how your year actually lands versus budget — and a 13-week cash flow, updated every week, keeps payroll boring.
What we do
Re-forecast your year-end landing from real trends, and refresh the 13-week cash view weekly from your bank activity.
What you get
A rolling answer to "where will we end up?" — and a Monday-morning view of exactly where cash stands for the next 13 weeks.
The decision
Will we hit the number — and will cash hold up while we do it?
Score the KPIs
Your 4–6 Success Signals get scored green, yellow, or red every month — and they're owned by your operations team, not the finance office.
What we do
Score each Signal against its target with your ops leaders in the room — sales conversions, production speed, margin, billing, collections.
What you get
A one-page Signal board: what's green, what's yellow, what's red — and who owns getting it back on track.
The decision
Which lever is slipping — and who's on it?
Act & course-correct
The whole month funnels into one meeting: what we're changing, who owns it, and what it's worth in cash. Then next month, we check.
What we do
Run the monthly action meeting: turn the variances, the forecast, and the Signals into a short list of moves that matter.
What you get
A one-page action plan — each item with an owner, a deadline, and a dollar value. And accountability: we follow up.
The decision
What are we doing about it this month?
The 4–6 numbers that tell you you're winning.
Not thirty KPIs on a dashboard nobody opens. Four to six Signals, chosen for your business, scored every month — and owned by the people who can actually move them.
The Signal is where it should be. Keep doing what's working.
Getting off course. This is where the system earns its keep: we act now, while it's cheap to fix.
The Signal missed. It gets an owner, a plan, and a deadline at this month's action meeting.
What a month with LeeFO looks like.
Close & check
Your bookkeeper closes the month; we review it for accuracy so every number downstream can be trusted.
Compare & explain
Actuals vs. budget, every meaningful variance explained in dollars — and the year-end forecast updated.
Score the Signals
The 4–6 Success Signals get their green, yellow, or red — scored with your operations team.
Decide & act
The monthly action meeting: what we're changing, who owns it, what it's worth. Then the cycle restarts.
And every single week: your 13-week cash flow, updated from bank activity — so payroll is never a surprise.
You'll always know which one you are.
Each quarter, the forecast scores your year against budget in plain language. No hedging, no fog — one of three answers.
You'll hit the number.
The forecast says the budget holds. We keep the rhythm running and look for upside.
The trend is against you.
Nothing's broken yet — but the drift is real. We course-correct now, while the fix is small and cheap.
The number's in jeopardy.
We say it plainly, size the gap in dollars, and build the recovery plan — with owners and deadlines.
Your first 90 days.
No two businesses start in the same place — the assessment decides the sequence. If cash is tight, cash jumps to the front of the line. Here's the typical path:
Assess & stabilize
- Books and CRM assessment — pain points and low-hanging fruit, in dollars
- 13-week cash flow live within the first weeks
- Quick wins started: billing leaks, collection lag, margin drains
Build the baseline
- Budget baseline — or a rest-of-year forecast if we start mid-year
- Your 4–6 Success Signals defined, with targets and ops owners
- Monthly close review running with your bookkeeper
The rhythm runs
- First full monthly cycle: close, forecast, Signals scored
- First action plan delivered — owners, deadlines, dollar values
- Early quick wins showing up in the bank account
You keep your bookkeeper. You keep your tax CPA.
We're the layer that turns their work into decisions — the finance leader looking forward, not backward.
| Bookkeeper | Traditional CPA | LeeFO | |
|---|---|---|---|
| Records what happened | ✓ | — | — |
| Files your taxes | — | ✓ | — |
| Checks the numbers can be trusted | — | ✓ | ✓ |
| Tells you why you made or lost money | — | — | ✓ |
| Forecasts your cash 13 weeks out, weekly | — | — | ✓ |
| Builds your budget from the ground up | — | — | ✓ |
| Scores your KPIs with your ops team monthly | — | — | ✓ |
| Delivers a monthly action plan — and follows up | — | — | ✓ |
| Prepares the business for a premium exit | — | — | ✓ |
Three seats, three jobs. Nobody gets replaced — your numbers finally get used.
Fair questions, straight answers.
Do I still need my bookkeeper?
Yes. We don't do bookkeeping — we sit on top of it. Your bookkeeper keeps recording what happened; we make sure it's right, then turn it into forecasts, scores, and an action plan. Most bookkeepers love working with us, because their work finally gets used.
How is a fractional CFO different from my CPA?
Your tax CPA looks backward — filings, compliance, last year. We look forward: where cash will be in 13 weeks, whether you'll hit this year's number, and what to change this month. We work alongside your CPA, not instead of them.
How much of my time does this take?
Plan on two to four hours a month: the monthly action meeting, plus a quick weekly glance at your cash view. We do the heavy lifting — you make the decisions.
What software do we need?
Whatever you already run. We work with QuickBooks and your field system — ServiceTitan, Housecall Pro, Jobber, and others. No rip-and-replace projects.
How fast will we see results?
The assessment usually surfaces found money — billing leaks, margin drains, collection lag — inside the first 30 to 60 days. The full monthly rhythm is running by day 90, and it compounds from there.
What does it cost?
One flat monthly fee with a fixed scope — no hourly billing, no surprise invoices. The number depends on complexity, locations, and scope, and it's a fraction of the $350K+ a full-time CFO costs. We'll scope it together on a free call.
We're mid-year — do we have to wait for budget season?
No. We start with the assessment and a forecast baseline for the rest of your year, get the monthly rhythm running now, and build your first full ground-up budget at the next cycle.
See what the assessment finds in your business.
A free consultation, then a look at your books and pipeline. You'll know your low-hanging fruit — in dollars — before you commit to anything.
Book a Free Consultation