Legacy CFO Partner (Premium)

Full-scale financial partnership for scaling with ease.

• Bi-weekly CFO Strategy Sessions (2x per month)

• Fully customized Founder’s Dashboard (real-time KPIs)

• Forecasting, cash flow modeling, & “what-if” scenario planning

• Proactive tax strategy & quarterly estimated tax planning

• Pricing & profitability analysis across all offers

• Strategic hiring + compensation planning

• Access to my network of trusted tax/legal/finance professionals

• Priority support & advisory access

Best for: 7-figure visionaries and scaling founders who want CFO-level insight without a full-time hire.