Financial Infrastructure

Your CFO.
At the Level You Need.

Institutional-grade financial infrastructure from Day 1. Reporting that passes due diligence. Monthly packages that speak the language of banks, investors, and acquirers.

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Embedded vs. Advisory

Two Approaches. Two Different Outcomes.

Fractional CFO (Advisory)
Engagement Model
8-10 hours per month. Reviews your numbers. Quarterly meetings.
Your Workload
You still manage the books. You still chase missing invoices. You coordinate between your bookkeeper and your CPA.
Financial Readiness
Local bank statements. Accrual accounting that's "mostly" correct. Tax return tie-outs.
When You Need Capital
60 days to package. Multiple revisions. Banking questions about what-ifs.
Embedded CFO (Limestone)
Engagement Model
In your business weekly. Running the financial system. Real CFO seat.
Your Workload
We build the financial system, coordinate your accounting team, and own the reporting cadence. You get clarity without the chaos.
Financial Readiness
Institutional-grade reporting ready for SBA, PE, or M&A from Day 1. Cash forecasting. Tax planning.
When You Need Capital
Done. We've been building this the whole time. Due diligence pass-through. You close faster.
90-Day Onboarding

From Day 1 to Full Financial Control

Week 1-2
System Audit
We map your current accounting, identify gaps, and begin integration with your systems (QuickBooks, Xero, Stripe, etc.).
Week 3-6
Foundation Build
Chart of accounts restructured, close process designed, reporting cadence established, first institutional reporting package delivered.
Week 7-12
Full Integration
Real-time KPI dashboards, cash forecasting live, SBA/PE reporting templates ready. Your financial infrastructure runs on autopilot.
What Gets Delivered

The Monthly Financial Package

Monthly Financial Statements
P&L, balance sheet, cash flow—clean, structured, audit-ready. In your inbox within 5 business days of month-end.
KPI Dashboard
Real-time visibility into revenue, margins, cash position, and the metrics that matter to your business. Updated weekly.
Cash Forecasting
12-week rolling forecast. Scenario planning. Never be surprised by a cash crunch.
Banking Coordination
We handle banking relationships, loan renewals, line of credit management, and treasury functions.
Tax Planning
Quarterly tax projections. Estimated payments. Entity structuring advice. Coordination with your CPA.
Board-Ready Reporting
P&L variance analysis, commentary, and forward-looking narratives. Ready for investors, lenders, and advisors.

Institution-Grade from Day 1

Your financial infrastructure shouldn't be an afterthought. It's the foundation of scalability, fundraising, and exit readiness. Let's build it right.

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