Your Numbers, Understood,
So You Can Lead With Confidence

Your financials tell the story of your business.

We believe clarity creates momentum.

That’s why every offer is built around the same outcome: structured support, simplified systems, and confident financial decision-making.

You won’t find generic packages or one-size-fits-all templates here.

Just thoughtful, strategy-first guidance that grows with you and a partner who sees the whole picture.

We’re here to help you read every chapter. At Loft, strategy meets simplicity so your story can unfold without stress.

Which Path Feels Right for You?

Whether you need a single strategy session, ongoing oversight, or a guided DIY system, here’s how we’ll help you get there.

The Clarity Session


For business owners who need help navigating a current financial challenge or decision and want expert guidance without committing to a monthly package.

Fractional CFO Partnership


For businesses with steady revenue and big goals who are ready for strategic oversight, financial planning, and high-touch advisory support.

BYO CFO Program


For business owners who want to manage their finances independently, but need the systems, rhythm, and structure to do it well.

The Clarity Session

For when you’re stuck and need a clear next step.

You don’t need a retainer, a long-term plan, or a fancy dashboard. You just need someone to help you figure out what’s going on and what to do about it.

The Clarity Session is a one-time financial deep-dive designed to move you past your current challenge. Whether you’re behind on bookkeeping, unsure what’s possible for your next quarter, or just feeling foggy around your numbers, this session is here to help.

This is for you if…

You’re not ready for ongoing support, but need answers now
You’ve hit a wall with a particular issue (cash flow, tax prep, forecasting)
You want a professional perspective without a long commitment

What’s included:

1:1 strategy session (60–90 mins)
Financial Assessment Report
Tailored recommendations or tools for your specific situation
Optional add-ons: catch-up bookkeeping, forecasting, etc. (based on availability)

From confusion to clarity: Walk away with a clear roadmap—so you can stop spinning your wheels and start making confident decisions.

Fractional CFO Partnership

For growing businesses that need more than a bookkeeper.

Your business is generating steady revenue—but your financial systems haven’t kept up.

You’re managing too much, questioning profitability, or stuck without a clear plan for what’s next. It’s time to shift from reacting to leading.

This monthly partnership provides hands-on strategic oversight so you can stop second-guessing and start making confident, forward-focused decisions.

This is for you if…

You’re generating revenue between $400K and $4,000,000
You’ve outgrown your bookkeeper’s capacity
You want a true financial partner—not just someone to “do your taxes”
You need help managing cash flow, forecasting, or strategy

What’s included:

Monthly advisory and check-in meetings
Financial model + key metrics tracking
Forecasting and cash flow planning
Quarterly sprint planning + accountability
Oversight of external bookkeeper (Or add on one of our Loft Bookkeeping packages)

Starting at: $1,500/month

From overwhelmed to empowered: Move from financial guesswork to a clear growth roadmap—so you can focus on scaling with confidence.

BYO CFO Program

For founders who want to manage their finances – without figuring it all out alone.

You don’t want to outsource, but you know you need more structure.
This six-month program helps you take ownership of your business finances with confidence, clarity, and support. We work together to build a system that fits your goals and shows you exactly how to manage it going forward.

This offer is ideal if:

You want to be hands-on with your numbers
You need help setting up a sustainable system
You like to learn, but don’t want to do it alone
You’re committed to financial growth, but need a roadmap

What’s included:

Kickoff call + onboarding
SMART goal setting (business + personal)
12-month financial plan (with how-to-update guidance)
Custom cadence: what to review weekly, monthly, quarterly
Ongoing accountability and support throughout the program
• Program length: 6 months (with optional extension)

From uncertainty to independence: Build your own CFO system—so you can run your finances with clarity, confidence, and control.

COMING SOON.

Join our mailing list to get first access.

Wondering Where to Begin?

Choose your starting point from the table below.

  •  Feature

    • The Clarity Session

    • Fractional CFO

    • BYO CFO Program

  • Type of Support

    • One-time intensive

    • Monthly partnership

    • 6-month program

  • Ideal For

    • Clarity, analysis & stuck points

    • Scaling with complexity

    • Independent but guided

  • Revenue Stage

    • Any

    • $400K - $4,000,000

    • Any

  • Commitment

    • 1 session plus discovery call

    • Ongoing

    • 6 months

  • Includes

    • Financial assessment & action plan

    • Strategy, forecasting, systems

    • Goals, plan, financial cadence

  • Hands-on Level

    • Low

    • High

    • Medium

  • Investment

    • From $2,500

    • From $1,500/month

    • $XXX total

 

Is Now the Right Time (and Place) for This?

Investing in financial support can feel like a big step. You might be asking yourself:

“Can I really afford this?”

Think of Loft as an investment, not an expense. By uncovering hidden cash‑flow opportunities, preventing costly mistakes, and freeing up your time, our clients often more than recoup their investment within months.

“Why choose Loft over someone cheaper?”

You’re not just getting filings and numbers. You’re getting an advisor who understands your goals, anticipates roadblocks, and builds systems that grow with you so you can avoid surprises and make smarter, data‑driven decisions.

“I’ve managed so far—do I really need help?”

DIY can work… Until it doesn’t. The sooner you bring in expertise, the faster you’ll shift from firefighting to forward planning. That means less stress, fewer last‑minute scrambles, and more time to focus on what you love.

“What if I’m not ready to commit?”

We offer one‑time Clarity Sessions for exactly that reason. No retainer required. We provide the guidance you need to move past your current hurdle. And if you want more after that, you can upgrade into a monthly partnership or a guided program.

Still have questions or hesitations?

Let’s talk through it. 

No pressure, just honest conversation.