Our Services
Built for Founders Who Want More Than Just Numbers
We offer financial and operational clarity to help you grow with purpose - with systems that scale and a strategy that speaks to who you are.
Services Overview
Our Process: From Clarity to Confidence
DISCOVER
DESIGN
DELIVER
SUSTAIN
Our Services
Explore our range of financial consulting services designed to help you achieve your business goals and financial success.
AnchorCFO Retainer Packages
Finance support built around your stage and goals. Every tier gives you a CFO plus the right team mix - Controller, Analyst, or Bookkeeper - so you're never overpaying, and never under-supported.
01
Granite - Finance Essentials
For founders who need piece of mind and con trol over the basics.
Running a growing business is stressful enough - you shouldn't also be worrying if you'll have enough to make payroll or whether your numbers add up. Granite gives you the financial foundation to stop guessing and start leading with clarity.
02
Quartz - Strategic Finance
For founders preparing to scale and raise capital.
You've proven your product and you're growing - but investors, lenders, and your team now expect sharper financial answers. Quartz bridges the gap, turning your numbers into a story that drives growth and wins trust.
03
Onyx - Full Finance Team
For founders who need executive-level finance leadership without building an in-house department.
Onyx is for companies scaling fast, facing complex decisions, or preparing for major milestones (ex. fundraising, expansion). With Onyx, you get not just numbers, but strategy, foresight, and a seat at the executive table.
What you get in Granite:
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CFO + Lite Controller support
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Clear view of cash each month so there are no surprises
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Budgets and reporting that make sense
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Confidence to make everyday decisions without second-guessing
What you get in Quartz:
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CFO + Controller support
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Everything in Granite +
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Forward-looking forecasts so you can plan instead of react
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Performance dashboards that show you what's working (and what's not)
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Investor and board guidance so you're always ready to answer tough questions
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Finance as a growth partner, not just an expense line
What you get in Onyx:
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CFO + Controller + Analyst (your full finance team)
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Everything in Quartz+
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Deep financial reviews and scenario planning so you're always many steps ahead
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Investor and board strategy that builds confidence and credibility
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A true finance partner who sits at the table with you to drive growth
Project-Based Packages
Targeted solutions for when you need fast, focused expertise.
01
ClearStone - Cash Flow & Working Capital
For founders who feel like money comes in and goes out too fast.
Cash if the lifeline of your business. ClearStone gives you clarity and control so you can stop holding your breath every time payroll hits.
02
PathStone - Financial Roadmap
For founders who want investors to take them seriously - and a plan they can trust.
Growth without a plan leads to chaos. PathStone equips you with a forward-looking financial roadmap that shows investors, lenders, and your team exactly how you'll scale.
03
StoneBuilt - Systems Infrastructure
For founders tired of broken spreadsheets and messy reports.
Your business has outgrown duct-taped spreadsheets. StoneBuilt sets up scalable systems so you can trust your numbers, save hours of manual work, and focus on growing your brand.
What you get with ClearStone:
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13-week rolling cash flow forecast you can actually use
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Working capital analysis to uncover where cash is getting stuck
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Liquidity planning strategies to avoid crunches before they happen
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Peace of mind knowing you can fund operations and growth
What you get with PathStone:
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Full 3 statement model (P&L, Balance Sheet, Cash flow) built for your business
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Scenario planning (best case/worst case/base case) so you're never blindsided
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Strategic milestones mapped out so you can track progress with confidence
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An investor-ready financial story and pitch deck that builds credibility in the room
What you get with StoneBuilt:
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ERP/BI implementation planning and execution (set up the right tools, the right way)
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Clean chart of accounts design so your reports finally make sense
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Automated reporting that saves time and reduces errors
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Finance processes built to scale with you, not break under pressure
Focus Areas
Choose one focal point based on where you need clarity most:
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Cash Flow Confidence: Rebuild control and predictability in your cash position.
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Profit & Pricing Optimization: Identify which products drive growth and which dilute margins.
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Financial Systems Review: Simplify your systems for accurate, real-time data.
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Strategic Financial Planning: Align capital, operations and purpose for sustainable growth
Session Description:
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A 90-minute financial transformation intensive backed by two (2) weeks of CFO-led analysis.
It is for founders ready to align their business with profit, purpose and power.
You've grown beyond spreadsheets and guesswork.
Your brand is gaining traction, but the numbers aren't telling a clear story.
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You need financial clarity that goes deeper than a Quickbooks snapshot.
You need the insight of a CFO, without committing to a long-term retainer.
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The Built Not Borrowed Power Session was designed for you.