Our Process - GainsCFO

Our process

From scattered books to CFO-level clarity — in 30 days.

A proven, repeatable engagement designed for founders, operators, and finance leads. Four stages, zero guesswork, and a finance team that plugs in without slowing yours down.

01

Stage 1: Discover

How it works

Four stages. One
continuous engagement.

Same process for every client — refined across 120+ engagements.

01

Week 1

Discover

We start with a 30-minute kickoff to understand your business, current finance setup, and goals. Then we audit your accounting stack, books, and data for quick wins and red flags.

You Receive

Audit memo + plan

Time Required

~2 hours from you

Audit Checklist

✓Current accounting stackDone
✓Bank & payroll connectionsDone
Open AR / APIn review
Tax & compliance statusPending

02

Week 1–2

Organize

We connect every system — bank, payroll, billing, and tools — into a clean, modern accounting stack. Messy ledgers get reconciled. Zero backlog, full visibility.

You Receive

Connected stack + clean books

Tools

QBO, Xero, Stripe, Gusto

Connected Tools

Bank

Live

Stripe

Live

Payroll

Live

Shopify

Live

Xero

Live

QBO

Live

03

Week 2–3

Activate

We build your live KPI dashboard, 13-week cash forecast, and monthly reporting cadence. Numbers update themselves — you focus on what they mean.

You Receive

Dashboard + forecast

Cadence

Weekly + monthly

Live KPI Dashboard

Live

Revenue

$0K+18%

Burn

$0K-8%

Runway

0 mo+2

Margin

0%+3pt

04

Ongoing

Optimize

Monthly CFO strategy sessions translate clean numbers into clear next moves — pricing, hiring, fundraising, runway extension. Your finance partner, locked in.

You Receive

Strategy session + memos

Cadence

Monthly retainer

Monthly Strategy Session

Raise pricing 8% on Plan AApproved
Hire 2 AEs in Q2Modeled
Extend runway to 18 monthsScenario

Ready to Get Your Time Back?

Book a free 30-minute financial audit with GainsCFO. We'll review your current setup, identify where you're losing time and money, and show you exactly how we can help.

BOOK YOUR FREE CONSULTATION