◌
See cash early
Rolling cash forecasts show what is ahead, so you can make confident decisions today.
Know what the numbers mean. Decide what comes next.
A part-time CFO for Upstate businesses doing $2M to $30M a year. A plain-English report by the 15th, a 13-week cash forecast updated every week, and a 75-minute meeting each month built around three decisions.
Book a discovery callFree 30-minute call with Teodora. Monthly CFO from $3,800 a month.
Cash on hand$842K
13-week forecastPositive
Gross margin34.6%
Three decisions3
For businesses from $2M to $30M in revenue, Greenville and the Upstate.
Your numbers should lead to decisions.
◔
Know where margin goes
We identify the profit drivers worth protecting, fixing, and growing.
⌂
Walk into the bank prepared
Bring a clear story and the numbers behind it to every important conversation.
A practical fit check
Is it time for a CFO?
Sales are up but cash is tight
Your bank wants projections or you are close to a loan covenant
A second location, equipment over $250,000, a layer of managers, or investors is on the table
You are the only person who understands the numbers
Under about $1M in revenue, or books not closed every month? Get a good bookkeeper first. We will tell you that on the call.
Do you need a CFO yet?“Your bookkeeper tells you what happened. We tell you what it means and what to do about it next month.”Teodora Lindqvist, CPA, CMA
A finance rhythm for owners
The report is not the point. The decisions are.
Every month, you get an 8 to 10-page report in plain English, then a working meeting built around what should happen next. Cash, margin, receivables, covenants, and the choices that deserve your attention.
- Updated 13-week cash forecast
- Monthly review meeting with written action list
- Annual budget and decision-ready reporting
Built for operating businesses
Real financial clarity for businesses with real moving parts.
“We doubled revenue in two years and kept running out of cash. The 13-week forecast is the first thing I open on Monday.”Brent A., Greer
“Teodora found that one of our three locations lost money on every lunch shift. We fixed it in a month.”Camila R., Spartanburg
“Our bank renewed the line of credit without a single follow-up question.”Josh and Neha T., Simpsonville
A useful first conversation
Bring the question that is keeping you up at night.
Thirty minutes with Teodora, by phone or video. If it is a fit, you will have a written proposal within three business days.
Book a discovery call