Turn your numbers into confident decisions.
Turning financial signals into cash flow clarity, forecasts, targets, and operating decisions for owners who need a strategic finance partner.
Book an Intro CallTurning financial signals into cash flow clarity, forecasts, targets, and operating decisions for owners who need a strategic finance partner.
Book an Intro CallFinancials are often the signal, not the root issue. We interpret what they reveal, then connect the next step to sales, operations, leadership, and cash.
When This Matters
Profit, cash, hiring, pricing, and team accountability often show up in the numbers before they show up clearly in the business.
Common Signals
Profit is lagging revenue.
Cash feels unpredictable.
Big decisions need a model.
The team needs clearer targets.
We do not stop at the numbers.
We help connect what the financials reveal to what the business needs to change next.
Free Financial Audit
Take one of three free self-assessments and get a scored breakdown of what's working and what needs attention.
Take a Free Audit →How We Work Together
No rigid packages. We scope the work around the outcomes, cadence, and support your business actually needs.
Starting Point
A fast way to see the financial gaps before deciding what kind of support makes sense.
Ongoing Partnership
Ongoing strategic finance support for owners who want a partner in the room, not another vendor in the stack.
Focused Projects
Focused help for a model, dashboard, cash plan, pricing review, or finance-driven operating issue.
Most ongoing engagements start around $2,000/month and scale with scope, complexity, and the level of support needed to get where you need to go.
We talk through where you are, where you want to go, and what feels unclear in the numbers or the business.
We review your financials, cash flow, forecasts, KPIs, and operating priorities to identify what is wrong and why it matters.
We build the forecasts, targets, cadence, and decision support your team needs to move with confidence.
Clean books are the starting point. We help interpret the numbers, tell you the truth, prioritize the work, and keep the plan moving.
Truth
Clear read on what is wrong and why it matters
Action
Practical next steps tied to the business
Accountability
A steady rhythm to keep the plan on track
I spent my career leading FP&A functions and advising decision-makers on the operational and financial decisions that shape a business. But I'm also a builder who is invested in the success of your business. I started Ridgeline CFO because I saw too many companies with solid revenue and clean books, but no one helping them figure out what to do next. The finance seat is either empty or filled by someone who was not built for strategy.
I'm here to fill that gap with practical financial judgment, modern tools, and the accountability to help you scale profitably.
Nick
Founder, Ridgeline CFO
Yes. If you already have a bookkeeper, accountant, or tax partner, we can work with them. If you need support, we can coordinate bookkeeping or accounting through trusted partners.
We primarily partner with businesses in the $1M–$30M revenue range. This is the sweet spot where financial complexity has outpaced your current systems, but you're not ready for a $300k+ full-time CFO.
Outside this range? We also offer project-based advisory work if a monthly retainer doesn't fit your needs. Let's chat.
A full-time CFO runs $300k+ per year. We give you that same expertise at a fraction of the cost.
All engagements are custom and scoped to your needs. While most fall between $2,000–6,000/month, pricing will vary based on your scope, complexity, and goals. We also offer project-based pricing for one-time engagements.
We start by learning where you are trying to go, reviewing your financials, and identifying the highest-priority gaps. From there, we build a practical roadmap, usually around cash flow, forecasting, KPIs, operating rhythms, and the financial decisions coming up next. Ongoing work is scoped around the support your team needs.
Traditional consultants drop in, deliver a report, and leave you to figure it out alone. We embed as an ongoing part of your team with regular calls and 24/7 Slack access. We help connect the numbers to the operational work, then stay close enough to help move it forward.
Book a free intro call. We'll talk about your business and how we can help.
