Apply for CFO-Lite Advisory

CFO-Lite Advisory ($1,250/month) is for qualified businesses. Qualified means:

• your books are reconciled and current through the last full month (or you complete a Books Clean-Up first);
• you use a cloud accounting system, such as QuickBooks Online or Xero; and
• you have at least three months of reliable financial history to forecast from.

Tell us about your business below. We review each application and reply by email. If CFO-Lite is a fit, we send you a personal checkout link; if not, we suggest what to do first. Applying is free and does not commit you to anything. See the CFO-Lite scope. CFO-Lite is educational business-finance context, not tax, legal, or investment advice.