Take Your
Finance
Beyond Accounting
Fractional CFO Services | Bulgaria | Sofia
A senior CFO at your side when the decisions get bigger.
Forecasts, financial models, and the clarity to scale your business on purpose, not by accident.
For established, growing companies that have outgrown their accountant but aren't ready to build a full finance department in-house.
Take Your
Finance
Beyond Accounting
Fractional CFO Services | Bulgaria | Sofia
A senior CFO at your side when the decisions get bigger.
Forecasts, financial models, and the clarity to scale your business on purpose — not by accident.
For established, growing companies that have outgrown their accountant but aren't ready to build a full finance department in-house.
Take Your
Finance
Beyond Accounting
Fractional CFO Services | Bulgaria | Sofia
A senior CFO at your side when the decisions get bigger.
Forecasts, financial models, and the clarity to scale your business on purpose — not by accident.
For established, growing companies that have outgrown their accountant but aren't ready to build a full finance department in-house.
Take Your
Finance
Beyond Accounting
Fractional CFO Services | Bulgaria | Sofia
A senior CFO at your side when the decisions get bigger.
Forecasts, financial models, and the clarity to scale your business on purpose — not by accident.
For established, growing companies that have outgrown their accountant but aren't ready to build a full finance department in-house.
Problems
To Overcome

"I find out about problems
three months too late."

"My accountant works for the state,
not for me."





If even two of these sound familiar, you're at the point in your business where instinct alone is no longer enough — and where most owners stay stuck for years.
That's exactly where we step in.
Problems
To Overcome

"I find out about problems
three months too late."

"My accountant works for the state, not for me."

"My P&L tells me what already happened. Nobody tells me what's coming."

"Every big decision — hire, invest, expand - still comes down to gut feel. At our size, that scares me."

" I've outgrown Excel. But I'm not ready to hire a full-time CFO."

"My team makes me wait two weeks for numbers I needed yesterday."

If even two of these sound familiar, you're at the point in your business where instinct alone is no longer enough — and where most owners stay stuck for years.
That's exactly where we step in.
Problems
To Overcome


"I find out about problems
three months too late."

"My accountant works for the state,
not for me."

"My P&L tells me what already happened. Nobody tells me what's coming."

"Every big decision — hire, invest, expand - still comes down to gut feel. At our size, that scares me."

" I've outgrown Excel. But I'm not ready to hire a full-time CFO."

"My team makes me wait two weeks for numbers I needed yesterday."
If even two of these sound familiar, you're at the point in your business where instinct alone is no longer enough — and where most owners stay stuck for years.
That's exactly where we step in.
Problems
To Overcome


"I find out about problems
three months too late."

I"My accountant works for the state, not for me."

"My team makes me wait two weeks for numbers I needed yesterday."

"My P&L tells me what already happened. Nobody tells me what's coming."

"Every big decision — hire, invest, expand - still comes down to gut feel. At our size, that scares me."

" I've outgrown Excel. But I'm not ready to hire a full-time CFO."
If even two of these sound familiar, you're at the point in your business where instinct alone is no longer enough — and where most owners stay stuck for years.
That's exactly where we step in.
Problems
To Overcome


"I find out about problems
three months too late."

"My accountant works for the state, not for me."

"My P&L tells me what already happened. Nobody tells me what's coming."

"Every big decision — hire, invest, expand - still comes down to gut feel. At our size, that scares me."

" I've outgrown Excel. But I'm not ready to hire a full-time CFO."

"My team makes me wait two weeks for numbers I needed yesterday."
If even two of these sound familiar, you're at the point in your business where instinct alone is no longer enough — and where most owners stay stuck for years.
That's exactly where we step in.
How We Help
Early Stage Companies
Growth Stage Companies
Custom Forecast & Planning
Custom Reporting
How We Help
Our 3-Step Process to Understand Your Footprint, Forecast Your Business, and Refine Your Goals
How We Help

Early Stage Companies
Growth Stage Companies
Custom Forecast & Planning
Custom Reporting
How We Help

Early Stage Companies
Growth Stage Companies
Custom Forecast & Planning
Custom Reporting
How We Help

Early Stage Companies
Growth Stage Companies
Custom Forecast & Planning
Custom Reporting
We make it work in 5 simple steps



- Basic
- Growth
- CFO

- Contact information for your current accountant
- A power of attorney document
- Access to NRA
- Read-only access to your bank account.
- And the rest is to us...

Step 1: Financial Health Check
Process: We pull your real data, sit with your team, and review your processes.
Goal: Map how your business actually makes money — the drivers behind it, not the averages.
Timeline: 20–40 days, with full respect for your team's time.
Understanding your footprint:
Decisions: What numbers do you actually use to decide — and how current are they?
Revenue: What drives your revenue, and how predictable is it?
Profitability: What drives your margin, and where is it leaking?
Capital: How much capital does the business consume — and what does it return?
Step 1: Financial Health Check
Process: We pull your real data, sit with your team, and review your processes.
Goal: Map how your business actually makes money — the drivers behind it, not the averages.
Timeline: 20–40 days, with full respect for your team's time.
Understanding your footprint:
Decisions: What numbers do you actually use to decide — and how current are they?
Revenue: What drives your revenue, and how predictable is it?
Profitability: What drives your margin, and where is it leaking?
Capital: How much capital does the business consume — and what does it return?
Step 1: Financial Health Check
Process: We pull your real data, sit with your team, and review your processes.
Goal: Map how your business actually makes money — the drivers behind it, not the averages.
Timeline: 20–40 days, with full respect for your team's time.
Understanding your footprint:
Decisions: What numbers do you actually use to decide — and how current are they?
Revenue: What drives your revenue, and how predictable is it?
Profitability: What drives your margin, and where is it leaking?
Capital: How much capital does the business consume — and what does it return?
Step 1: Financial Health Check
Process: We pull your real data, sit with your team, and review your processes.
Goal: Map how your business actually makes money — the drivers behind it, not the averages.
Timeline: 20–40 days, with full respect for your team's time.
Understanding your footprint:
Decisions: What numbers do you actually use to decide — and how current are they?
Revenue: What drives your revenue, and how predictable is it?
Profitability: What drives your margin, and where is it leaking?
Capital: How much capital does the business consume — and what does it return?
Step 2: Rolling Forecast Model
Process: Up to 30 days. We build a live, rolling 12-month forecast. No annual budgets that drift after February — because your business doesn't pause on December 31st, and neither should your planning.
Goals: You set the profit target. We give you the model that hits it — quarter after quarter, month after month.
Timeline: Up to 30 days, depending on your team's responsiveness.
Creating a Rolling Forecast:
An annual profit target you actually own: Aligned with your vision and the market reality. Not a numbers pulled out of last year's budget.
Predictable revenue: The 6–9 months of sales you can count on. The better your sales process is controlled, the further forward you can see.
A flexible cost base: Expenses adjust as the top line moves, so the margin you decided to earn stays where you decided to keep it.
Step 2: Rolling Forecast Model
Process: Up to 30 days. We build a live, rolling 12-month forecast. No annual budgets that drift after February — because your business doesn't pause on December 31st, and neither should your planning.
Goals: You set the profit target. We give you the model that hits it — quarter after quarter, month after month.
Timeline: Up to 30 days, depending on your team's responsiveness.
Creating a Rolling Forecast:
An annual profit target you actually own: Aligned with your vision and the market reality. Not a numbers pulled out of last year's budget.
Predictable revenue: The 6–9 months of sales you can count on. The better your sales process is controlled, the further forward you can see.
A flexible cost base: Expenses adjust as the top line moves, so the margin you decided to earn stays where you decided to keep it.
Step 2: Rolling Forecast Model
Process: Up to 30 days. We build a live, rolling 12-month forecast. No annual budgets that drift after February — because your business doesn't pause on December 31st, and neither should your planning.
Goals: You set the profit target. We give you the model that hits it — quarter after quarter, month after month.
Timeline: Up to 30 days, depending on your team's responsiveness.
Creating a Rolling Forecast:
An annual profit target you actually own: Aligned with your vision and the market reality. Not a numbers pulled out of last year's budget.
Predictable revenue: The 6–9 months of sales you can count on. The better your sales process is controlled, the further forward you can see.
A flexible cost base: Expenses adjust as the top line moves, so the margin you decided to earn stays where you decided to keep it.
Step 2: Rolling Forecast Model
Process: Up to 30 days. We build a live, rolling 12-month forecast. No annual budgets that drift after February — because your business doesn't pause on December 31st, and neither should your planning.
Goals: You set the profit target. We give you the model that hits it — quarter after quarter, month after month.
Timeline: Up to 30 days, depending on your team's responsiveness.
Creating a Rolling Forecast:
An annual profit target you actually own: Aligned with your vision and the market reality. Not a numbers pulled out of last year's budget.
Predictable revenue: The 6–9 months of sales you can count on. The better your sales process is controlled, the further forward you can see.
A flexible cost base: Expenses adjust as the top line moves, so the margin you decided to earn stays where you decided to keep it.
Step 3: Model Management & Advisory
Process: Every month, we update the model with new data, sit in your decisions, and tell you the truth — backed by reliable numbers.
Goal: Mid-term visibility. Confidence in the next 9–12 months. The ability to dream long-term again.
Timeline: Ongoing. The routine our clients tell us they value most.
Driving Transformation
Before: Restless owners deciding from instinct. Scarred by past close calls. No real view of what's coming. Excel everywhere, conviction nowhere.
After: Twelve-month visibility. Decisions backed by data, not by feel. Owners who know their key metrics — and who finally have the freedom to deliberately decide how to manage their hard-earned money.
Step 3: Model Management & Advisory
Process: Every month, we update the model with new data, sit in your decisions, and tell you the truth — backed by reliable numbers.
Goal: Mid-term visibility. Confidence in the next 9–12 months. The ability to dream long-term again.
Timeline: Ongoing. The routine our clients tell us they value most.
Driving Transformation
Before: Restless owners deciding from instinct. Scarred by past close calls. No real view of what's coming. Excel everywhere, conviction nowhere.
After: Twelve-month visibility. Decisions backed by data, not by feel. Owners who know their key metrics — and who finally have the freedom to deliberately decide how to manage their hard-earned money.
Step 3: Model Management & Advisory
Process: Every month, we update the model with new data, sit in your decisions, and tell you the truth — backed by reliable numbers.
Goal: Mid-term visibility. Confidence in the next 9–12 months. The ability to dream long-term again.
Timeline: Ongoing. The routine our clients tell us they value most.
Driving Transformation
Before: Restless owners deciding from instinct. Scarred by past close calls. No real view of what's coming. Excel everywhere, conviction nowhere.
After: Twelve-month visibility. Decisions backed by data, not by feel. Owners who know their key metrics — and who finally have the freedom to deliberately decide how to manage their hard-earned money.
Step 3: Model Management & Advisory
Process: Every month, we update the model with new data, sit in your decisions, and tell you the truth — backed by reliable numbers.
Goal: Mid-term visibility. Confidence in the next 9–12 months. The ability to dream long-term again.
Timeline: Ongoing. The routine our clients tell us they value most.
Driving Transformation
Before: Restless owners deciding from instinct. Scarred by past close calls. No real view of what's coming. Excel everywhere, conviction nowhere.
After: Twelve-month visibility. Decisions backed by data, not by feel. Owners who know their key metrics — and who finally have the freedom to deliberately decide how to manage their hard-earned money.
Tools change. The judgment in the room doesn't.
We use AI where it adds speed and depth - building scenarios faster, stress-testing forecasts deeper, freeing partner time for the conversations that matter. But what changes the outcome is still a senior CFO at the table - somebody who has actually run companies, raised capital, and seen the inside of a turnaround. The model serves the partner. Not the other way around.
Our Agreement
We use AI where it adds speed and depth - building scenarios faster, stress-testing forecasts deeper, freeing partner time for the conversations that matter. But what changes the outcome is still a senior CFO at the table - somebody who has actually run companies, raised capital, and seen the inside of a turnaround. The model serves the partner. Not the other way around.
Book your free consultation with us today.
Book your free consultation with us today.
We make it work in 5 simple steps


We take the time to understand your business and its unique challenges. Then create a custom plan to meet you financial needs.

We send you an offer with 3 packages:
- Basic
- Growth
- CFO

Financial Services
We typically need two to three weeks to identify and implement the financial services you have selected.
Accounting Services
We typically need about 4 hours of your time to take over the accounting.

Your journey to take your finance beyond accounting is on.
We make it work in 5 simple steps


We take the time to understand your business and its unique challenges. Then create a custom plan to meet you financial needs.

We send you an offer with 3 packages:
- Basic
- Growth
- CFO

Financial Services
We typically need two to three weeks to identify and implement the financial services you have selected.
Accounting Services
We typically need about 4 hours of your time to take over the accounting.

Your journey to take your finance beyond accounting is on.
We make it work in 5 simple steps


We take the time to understand your business and its unique challenges. Then create a custom plan to meet you financial needs.

We send you an offer with 3 packages:
- Basic
- Growth
- CFO

Financial Services
We typically need two to three weeks to identify and implement the financial services you have selected.
Accounting Services
We typically need about 4 hours of your time to take over the accounting.

Your journey to take your finance beyond accounting is on.
