A financial partner in your corner every month — without hiring a full-time CFO.
Most founders know their numbers aren't where they should be. They're just not sure what to do about it. That's where I come in. Every month, I take what's already in your books and turn it into a clear picture of where your cash is going, what you can actually afford, and what to do next. No jargon. No guesswork. Just clarity.
How we work together (The Scope):
What I handle (The Strategy): Making sense of your cash flow, figuring out if your prices are actually working, stress-testing big decisions before you make them, and helping you pay yourself without putting the business at risk.
What I don't handle (The Recordkeeping): Day-to-day bookkeeping, expense categorizing, payroll, or taxes.
The Partnership: Your bookkeeper or accountant keeps your records clean. I take those records and tell you what they actually mean — and what to do next.
What's included every month:
A 12-month look at where your cash is headed, updated with what actually happened each month
A clear side-by-side of what you planned versus what came in — so nothing sneaks up on you
Plain-English notes on what shifted and what to keep an eye on
What-if testing so you can think through a price change, a new hire, or a new product before you commit
A monthly cheat sheet with your three most important financial priorities
Exclusive access to the Anglade Advisory client dashboard — a proprietary tool built in-house, available only to clients in this engagement
Your first month also includes:
A full setup of your client dashboard, configured to how your business actually runs
A starting point for your cash plan and a realistic target for what you can pay yourself
A built-in system for setting aside money for taxes, savings, and profit
The Anglade Advisory Client Dashboard:
Built from scratch and available exclusively to Monthly Finance Partner clients, this is a live financial home base for your business — not a generic template with your name on it. It tracks your cash, your pricing, and your owner pay in one place, updates automatically when real numbers come in, and lets you test decisions without touching a single formula. It's the same tool I'm working from on every call, so we're always looking at the same picture.
Cadence:
Monthly calls to review your numbers and plan your next moves
Access to your dashboard between calls so you're never in the dark
Light support between sessions when something comes up
Investment:
Starts at $4,000 per month
6-month minimum, then month-to-month
Final pricing depends on how many products you carry, how many places you sell, and how complex your setup is
Most clients land between $5,000–$8,500/mo
Best for:
Founders who are done guessing — and ready for a real system, a clear plan, and someone who actually understands their business.