CFO-level financial guidance, without a full-time CFO.
Cash flow, budgeting, forecasting, and financial strategy from experienced finance professionals — clear numbers and clear thinking.
What's included
- Cash flow management
- Budgeting & forecasting
- Financial models
- Strategic financial guidance
Financial clarity is leverage
Knowing exactly where your money is going, what's coming, and what your decisions will mean financially is one of the biggest unlocks for any growing business.
What's included
A complete program — strategy through execution and reporting.
Cash flow
Rolling cash flow forecasts so you always know your runway and timing.
Budgeting
Annual and quarterly budgets built collaboratively with your team.
Forecasting
Revenue, expense, and scenario forecasting tied to your business model.
Financial models
Custom models for fundraising, hiring decisions, or major investments.
Reporting
Monthly financial reviews with clear plain-English commentary.
Strategic guidance
A senior finance brain in the room when you're making big decisions.
How it works
A clear path from kickoff to ongoing results.
- 01
Discovery
We learn your goals, audience, brand, and constraints.
- 02
Plan & setup
A tailored plan with clear deliverables, timelines, and ownership.
- 03
Execution
Assist produces the work internally, with you in the loop.
- 04
Iterate & scale
Ongoing improvements based on feedback and results.
Ready when you are.
Tell us what you need and Assist will take it from there — one conversation, and the rest is handled.
- Senior-level strategy and execution
- Quick turnarounds and easy revisions
- Month-to-month flexibility
- One partner that handles everything
Frequently asked questions
How quickly can we get started with financial planning?+
Most engagements kick off within a few business days. Once we understand your goals, we'll share a clear plan and timeline before any work begins.
How do revisions and feedback work?+
Revisions are included as part of every engagement. Just share your feedback with Assist and we'll turn it around quickly — no back-and-forth on your end.
Is there a long-term contract?+
No long-term contracts. Engagements are month-to-month so you can scale up, scale down, or pause as your needs change.
Who will I be working with?+
You work directly with Assist. You describe what you need, and we take care of everything behind the scenes — so you get expert work without managing anyone.
Will we own the work and accounts?+
Yes. You retain full ownership of all deliverables, files, and any platforms or accounts we work in on your behalf.