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A CFO seat for companies that do not need the full-time hire.

Typical work sits in six places. Engagements are scoped to the company, not a packaged product. No two owner-led businesses have the same bottleneck.

  1. 01

    Cash flow and forecasting

    A 13-week cash view and a forward forecast that leadership can argue with, update, and trust. Not a spreadsheet that goes stale after the board meeting.

  2. 02

    Financial reporting and KPI dashboards

    A monthly close that means something. A short set of KPIs tied to how you make money — so owners spend time on decisions, not reconciling versions.

  3. 03

    Pricing and margin

    Price with intent. See contribution by product, customer, and channel. Stop guessing which work is worth the capacity it consumes.

  4. 04

    Growth planning

    Hire, expand, or hold. Map the cash and margin path before you commit. Growth is a finance problem as much as a sales one.

  5. 05

    Board- and bank-ready numbers

    Packs a lender, investor, or board can read without a decoder ring. Same story in the model, the dashboard, and the room.

  6. 06

    Fractional leadership, not a full-time hire

    CFO-level judgment on a schedule that fits an owner-led company. You get the seat without building a finance department you do not need yet.

Who this is for

Small and medium-sized, owner-led companies. Enough scale that the numbers matter every week. Not so much that a full-time CFO is the obvious next seat. If you are still running the business off bank balances and a bookkeeper close, this is usually the right time.

BAM does not publish case studies or a rate card here. If the work is a fit, Tucker will say so on a call.

Next step

Bring the numbers.
We will make them useful.

A conversation is enough to see if the work fits. No pitch deck required.