You are a US fractional CFO or advisory practice billing $3K to $15K per month retainers, with room to take on at least 2 to 3 more clients.
For US Fractional CFO Practices
Qualified Calls With $3M to $25M Business Owners Who Need a Fractional CFO, Every Month
We find US business owners who have already named a cash-flow, reporting, or finance problem, confirm they can afford your retainer and sign it themselves, then book them on your calendar. Every message goes out in your voice, only after you approve it. You show up to the call.
Free, 30 minutes. You leave with your three biggest pipeline gaps in writing, whether or not there is a fit.
US fractional CFO and advisory practices only
You own every account, list, and CRM record
Month to month, no long-term contract
The Problem
You Are Excellent at the Work. The Pipeline Is the Problem.
You did not leave a senior finance seat to spend Tuesday rewriting a LinkedIn message and Thursday hoping an introduction lands. But here you are.
01So the month is either a flood or a drought.
02You take the underpriced client, because saying no feels risky.
03Your best referral source could change firms tomorrow, and most of your pipeline would leave with them.
04You tried the outreach yourself. It felt like spam and it went nowhere.
05Every hour spent hunting clients is an hour not spent on the work that actually earns the retainer.
The Problem Is Not That Referrals Dried Up. It Is That Referrals Are All You Have.
Referrals are the highest-quality channel in this profession and they should stay your best one. The risk was never the channel. It is the concentration.
When two relationships produce most of your work, you are running a practice with a single point of failure, and you are quoting like someone who cannot afford to lose the next conversation.
The Referral-Proof Pipeline™ exists for one reason: so a fractional CFO practice never depends on luck or one relationship again. It adds a second channel you control, and it puts the referral channel itself on a schedule instead of on memory.
Who This Is For, and Who It Is Not For
We Turn Down More Practices Than We Take.
You are pre-revenue with no track record yet, you bill commodity bookkeeping rates under $2K per month, you have no capacity for new clients, or you have no process to close a call once we book it. We book the call. You close it.
We say no to the second list. The system only returns anything when the practice can deliver the work it wins.
What Changes, and What Runs It
Five Things Change. Here Is What Runs Each One.
Your Pipeline Should Not Have a Single Point of Failure
Your next client stops depending on one contact staying where they are.
Runs on: multi-channel outbound to owners in your target revenue band, running in parallel with productized referral-partner outreach to CPAs, commercial bankers, and attorneys. Two channels, neither of which can leave.
Only Talk to Owners Who Can Actually Afford You
Your calendar fills with owners in your revenue band who have named a problem themselves and hold the authority to sign.
Runs on: qualification against the standard in Section 5, applied before a time is ever offered. A prospect who misses it does not reach you.
Outreach That Reads Like You Wrote It, Because You Approved It
Nothing goes out in your name that you have not signed off on. The reputation took a career to build and we treat it that way.
Runs on: senior-voice messaging. Researched by a person, drafted with AI assistance, edited against your voice guide, and approved by you before a single send.
Your Calendar Fills While You Do the Work
Yours is the half hour on the call. Everything before it is ours.
Runs on: done-for-you follow-up. The sequences that work the gap where most pipeline quietly dies, plus intent capture for owners already searching for a fractional CFO.
Two Numbers Every Week: Calls Booked and Pipeline Value
Never a vanity count. You see what was sent, who replied, who qualified, who did not and why, and what the pipeline is worth.
Runs on: transparent reporting. A glass box, not a black one.
The Honest Ramp
Weeks 1 to 2
Weeks 3 to 6
Weeks 7 to 12
Weeks 1 to 2 Build. Weeks 3 to 6 Send. Weeks 7 to 12 Calibrate.
Voice guide, target list criteria, referral-partner map, your qualified-call standard set to your band, CRM and tracking wired end to end.
Outbound and referral-partner outreach go live. First calls land in this window for most practices.
Messaging tightened against real replies, qualification tuned against real calls, follow-up adjusted where prospects go quiet.
Here is the part most agencies leave out. Discovery calls are what we commit to and what the guarantee covers. Signed retainers follow your close rate and your sales cycle, and in this profession that is usually 4 to 8 weeks from first call. A practice expecting a full roster at day 90 will be disappointed at day 60. A practice expecting a working second channel at day 90 will be right.
Proof and the Guarantee
What a Month That Does Not Depend on One Referrer Looks Like
11 qualified, attended calls booked in the first 90 days
3 became retainer clients, worth $21,500 in monthly recurring revenue
Verified by CRM export
Mark Ellison, Managing Partner, Ellison CFO Group, Dallas, TX
8 qualified, attended calls booked in the first 90 days
2 became retainer clients, worth $12,000 in monthly recurring revenue
Verified by call recordings
Rachel Moore, Founder, Summit Ledger Advisory, Denver, CO
14 qualified, attended calls booked in the first 90 days
4 became retainer clients, worth $34,000 in monthly recurring revenue
Verified by CRM export
David Chen, Principal, Northpoint Advisory, Atlanta, GA
38 practices served
460 qualified calls booked
$7,600 average monthly retainer signed
Every claim is specific, attributed, and backed by something we can put on a screenshare. One case we can prove beats ten testimonials we cannot.
The Qualified-Call Standard
Here Is Exactly What Counts as a Call, Before You Ask.
A qualified, attended discovery call is one where the person on the call owns or leads a US business doing $3M to $25M in annual revenue, has named a finance, reporting, or cash-flow problem themselves, holds the authority to sign a retainer without a second approval layer, has confirmed a budget at or above your stated retainer minimum, and attended at the scheduled time. A call that fails any one of those five does not count toward the guarantee.
The Guarantee
If you keep capacity open for new clients and complete onboarding inside the first two weeks, and The Referral-Proof Pipeline™ does not book at least 6 qualified, attended discovery calls in your first 90 days, we keep working at no further cost until it does.
A Pipeline Review. Thirty minutes, with one of us, on your practice specifically. Not a demo, and not a slide deck about us.
- What share of your last twelve months came from your top two sources, and what happens to the practice if one of them moves.
- The channels currently open to you and the ones closed, based on your band, your niche, and where your end clients actually sit.
- Your qualified-call standard, written to your revenue band and retainer minimum, so you own the definition whether or not you work with us.
- The three gaps most likely to be limiting the practice right now.
Nothing. No credit card, no obligation, no second call before you get an answer.
The three gaps in writing, sent the same day. Yours whether we work together or not.
If there is a fit, we scope it on that call. If there is not, we will say so and tell you what we would do instead. No sequence either way.
We take 5 new practices per quarter, because capacity applies to us too. We only take practices we are confident we can fill.
Short FAQ
Reasonably. That is why the qualified-call standard is printed above rather than defined after you sign, and why the guarantee names its own eligibility conditions instead of leaving them to interpretation. Ask us for the CRM export behind any number on this page.
AI assists the research and the first draft. A person edits it against your voice guide, and you approve the templates before anything sends. Every message goes to a named person at a named company, referencing something real about their business. If a message would embarrass you at a conference, it does not go out.
The standard is printed above, in writing, before you buy. Calls that miss it do not count toward the guarantee and do not reach your calendar.
The review is free. Retainer scope and fee are set on that call, because the right scope depends on your band, your capacity, and how much of the work you already have running. You get a number in the conversation, not a range on a landing page you have to reverse engineer. Month to month after a 3-month initial term.
Free, 30 minutes
Ready to See How Fragile Your Pipeline Actually Is?
Thirty minutes tells you what share of the practice is sitting on two relationships, which channels are open to you, and the three gaps worth fixing first. You leave with all three in writing, whether or not we ever work together.