Our services

Let's Talk About What You Actually Need

No two businesses are the same. So why should financial services be one-size-fits-all?

At Lunch Money CFO, we start with where you are and what's keeping you up at night:

• Are you guessing about cash flow every month?

• Do you need a strategic partner but can't justify a full-time CFO?

• Are you preparing for growth (or exit) and need someone to guide the process?

Below are the five ways we typically work with clients. Most businesses need some combination of these—and that's exactly how we build our partnerships: around you, not around a template.