Part-Time CFO Services. Institutional-grade finance at a fraction of the cost.
Top-tier financial leadership for $2–20M companies. You run the business. We develop a financial roadmap to drive growth and profitability.
You’re executing well. The business is growing. But without financial leadership, you’re flying blind on cash, growth, and what comes next. You need a CFO — just not a full-time one.
Real-time insight into where the money is and where it's going. Decisions, not historical summaries.
Senior-level financial leadership without the $250K–500K salary or the hiring risk.
Plans grounded in your real numbers, your real margins, and what your business can actually carry.
We sit inside the leadership team. We know the customers, the constraints, and the quarterly plan.
Every business is different. Most clients leverage 2–3 strategic engagements based on their needs.
Strong accounting systems, clear cash flow visibility, and aligned advisors are the foundation for smart decisions. We review and optimize each.
Budgeting, forecasting, and operational clarity. Know exactly where you stand month to month. We build personalized dashboards that keep your key financial data at the forefront.
Strategic planning, risk assessment, and revenue optimization. Scale the right way. We measure and track performance at every milestone.
Exit planning, buyer readiness, and valuation optimization. Build a business someone wants to buy.
Financial projections, investor relations, and capital strategy. Present a compelling story to backers.
Cost reduction, operational improvement, and profitability. Make more money on the same revenue.
Not sure where to start? Book a strategy call.
Book Strategy Call →Every Fortune 500 has one. They didn’t hire one because it was optional — they hired one because it pays for itself. Mid-market companies usually need one too. They just think they can’t afford it.
First conversation to strategic partnership in four steps.
The business, the challenges, the goals. Thirty minutes. We figure out if we're a fit.
01A deep look at the books. You get a written assessment of where you stand.
02A custom plan: which engagements, what cadence, what you'll get. Priced up front.
03A top-tier financial partner inside your leadership team. Regular meetings. Real decisions. Measurable results.
04Boring Capital isn’t for the glamorous. We work with companies that make real things and sell real services — the kind that need financial strategy grounded in reality, not MBA theory.
Manny built his career inside institutional finance, working with large corporations on the kinds of problems mid-market operators face every day. He learned that the best financial advice is the simplest: know the numbers, manage the cash, make strategic decisions.
That’s what we bring to mid-market companies. No buzzwords. No templates that don’t fit. Just straightforward financial guidance that works.
Our sweet spot is $2–20M in revenue. We know the challenges. We’ve solved them before. Countlessly.
Before Boring Capital we had reports but no insight. Now we understand where the money goes and where it's coming from. That clarity changed how we make decisions.
We weren't sure we could afford to grow. They showed us exactly what we could afford and how to do it profitably. Growth went from scary to predictable.
No nonsense, no jargon. They explained everything clearly and fixed our cash flow in 90 days. The improvement has been significant.
An accountant tells you what happened. A CFO helps you decide what happens next. We handle accounting too, but the work is strategy, forecasting, and better business decisions — not just looking backward.
Same expertise, none of the $250K–500K salary or hiring risk. You scale the engagement up or down as the business changes.
If you're growing fast toward it, we often still help. Earlier than that, a good bookkeeper and an advisor usually fits better. We'll tell you straight.
Monthly or biweekly for most strategic work. Weekly during heavier implementation periods. Designed to fit the rhythm of your business.
If you need us to. Some clients want us running month-end close; others have a good bookkeeper already and just want the CFO layer. Either works.
Most engagements run $3–15K per month, depending on scope and cadence. You get a transparent quote before you commit to anything.
A free conversation to start. No pitch. Honest talk about the business and whether we can help.
No deck. No pitch. Just a real conversation.