Senior CFO leadership, without the full-time hire.
Firia’s CFOs run the finance function for companies doing $3M–$25M in revenue: the operating model, the reporting, the cash forecast, the board pack. Our team trained at Goldman Sachs, KKR and StepStone. Decision-grade by day 30.
The finance function, run properly.
82% of business failures come down to cash flow. Most founders at this stage are making pricing, hiring, and fundraising decisions from a bookkeeping file. The work below replaces that with numbers a board would trust.
Financial visibility
Most companies at $3M–$25M run on a bookkeeper and a spreadsheet. We build the layer above that: the numbers you actually run the business on, delivered on a fixed monthly cadence.
- Operating model built on your numbers
- Monthly reporting cadence
- KPI and North Star dashboard
- 13-week cash flow forecast
- Oversight of your books and close
Growth and unit economics
Once the reporting is running, the work shifts to decisions: what to price, where the margin is, which customers to keep buying.
- Unit economics by product and channel
- Customer cohorts and retention by segment
- Scenario and pricing analysis
- Quarterly board package
- Budget versus actual, every month
Capital and transactions
When you raise, borrow, or sell, the quality of your materials sets the terms. This is the work we did at Goldman Sachs and KKR, done for your company.
- Long-range three-statement model
- Investor materials and data room
- Fundraising and sell-side process support
- Due diligence preparation
- Capital strategy
A paid Diagnostic, not a pitch.
Every engagement starts with a two-week Diagnostic. We review your books and your model, baseline your KPIs, and hand you a findings memo with the top financial gaps and a 12-month plan.
The fee is $7,500, credited in full against your first three months if we keep working together. If we don’t, the memo and the plan are yours to keep. And if the Diagnostic doesn’t surface anything worth fixing, we’ll say so in the memo.
Week one
Books and model review. We plug into your accounting stack and read everything.
Week two
KPI baseline and findings. We benchmark where you stand and write the memo.
Day 14
You get the findings memo, the KPI baseline, and a 12-month plan your board can read. Then you decide.
Three tiers, from $4,500 a month.
A full-time CFO at this level runs $300,000 a year or more, fully loaded, before equity. Exact pricing is set on the scoping call, against scope and complexity. Three-month minimum, then month to month with 30 days’ notice.
Operate
Financial visibility, monthly.
- Operating model
- Monthly reporting
- KPI dashboard
- Cash flow forecast
- Books oversight
Scale
Everything in Operate, plus the growth work.
- Unit economics
- Cohorts and retention
- Scenario and pricing analysis
- Quarterly board package
- Budget versus actual
Capital
Everything in Scale, plus transactions.
- Three-statement model
- Investor materials and data room
- Fundraise or sell-side support
- Capital strategy
Included in your first 90 days on any tier: a 13-week cash flow model, built on your numbers, yours to keep; a live KPI dashboard, installed, not a template; the board pack and investor update formats we learned at Goldman and KKR; a data room skeleton, pre-built for your next raise (Capital tier); Slack access with answers within one business day; negotiated rates with our bookkeeping and R&D tax credit partners.
Operators from the buy side.
Built by operators and investors from Goldman Sachs, KKR and StepStone. Our CFOs spent their careers underwriting and advising growth companies: reading their models, sitting in their board meetings, and seeing which finance functions held up under diligence and which didn’t.
The models, dashboards, and board packs are assembled by the same AI infrastructure Firia builds for its clients, which is how a senior team delivers the coverage of a full finance department. Every number is reviewed by a senior operator before it reaches you.
in transactions underwritten and supported across our team’s careers
companies diligenced, advised, or operated
industries, from software to consumer to services
Work our CFOs have led.
Took over a finance function processing hundreds of contractor payouts a month across multiple entities. Rebuilt the payout controls, the monthly close cadence, and the partner distribution waterfall, and got the founders a P&L they could read by the 10th of the month.
Underwrote and diligenced growth companies at some of the largest investment firms in the world. The same diligence lens now runs in reverse: we build the models, data rooms, and board reporting that we used to grade.
Untangled partner equity across share classes, ran K-1 allocations and distributions, set fair-market valuations for equity grants, and installed budget-versus-actual reporting the board now sees every quarter.
Where we work.
The reporting stack is the same. The metrics that matter are not. We build to your industry’s economics.
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SaaS and subscription
Net revenue retention, cohort economics, CAC payback, the metrics your next round is priced on.
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E-commerce and DTC
Inventory cash cycles, contribution margin by SKU and channel, demand-planning forecasts.
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Agencies and creator economy
Utilization, project margin, contractor payout controls, revenue by client concentration.
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Marketplaces
Take rate, GMV cohorts, liquidity metrics, unit economics on both sides of the market.
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Professional services
Realization rates, pipeline-to-capacity planning, partner compensation models.
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PE-backed companies
Lender reporting, covenant tracking, exit-ready diligence packages, sponsor-grade board decks.
The details, up front.
Do you replace our bookkeeper or accountant?
No. We oversee the books and review the close, but the ledger stays with your bookkeeper or accountant. If you need one, we have a bookkeeping partner with negotiated rates.
How fast can we start?
The scoping call takes 30 minutes. The Diagnostic starts the following week and takes 14 days. Monthly reporting is typically live by day 30.
What happens after the Diagnostic?
You get a findings memo and a 12-month plan, and you decide. If we keep working together, the full $7,500 is credited against your first three retainer months. If not, the memo and the plan are yours to keep.
Are we locked into a contract?
Three-month minimum on retainers. After that, month to month with 30 days’ notice.
What does this cost compared to a full-time CFO?
A full-time CFO at this level typically runs $300,000 a year or more, fully loaded, before equity. Our retainers start at $4,500 a month, and the Diagnostic lets you test the work for $7,500 before committing to anything.
How is this different from an accounting firm?
Accounting firms record what happened. We build the model, the forecast, and the board-level reporting that tell you what to do next. And we sit on your side of the table when investors show up.
Who actually does the work?
Senior operators who trained at Goldman Sachs, KKR and StepStone, supported by the AI infrastructure Firia builds for its clients. The infrastructure does the assembly; senior judgment reviews every number before it reaches you. That is also why we cap intake at two new clients a month.
Start with the Diagnostic.
Two weeks, $7,500, credited. We take two new clients a month, and every month you wait is another month of decisions made on a guess.