FAILING TO PLAN IS PLANNING TO FAIL
The F.I.R.S.T. Method
Our structured approach that guides every financial touch point
F
Focus, Financials & Fundamentals
Identify the right problems and opportunities.
We begin by clarifying priorities, aligning stakeholders, and zeroing in on what truly drives financial and operational performance.
I
Insight
Deliver clarity through financial modeling, analysis, and scenario planning.
Using data, benchmarking, and rigorous analysis, we surface the key signals that inform smarter decisions.
R
Results
Implement high-impact improvements that show tangible ROI.
Translate insights into actionable plans designed for measurable impact across cash flow, growth, and efficiency.
S
Strategy
Align leadership around a clear roadmap for growth or exit.
Build and refine long-term strategic pathways that make those results sustainable.
T
Transformation
Drive lasting operational and financial evolution.
We support execution, enabling organizational change, financial maturity, and scalable systems.
A 10-part guide to building a scale-ready finance function.
Companies often face scaling challenges due to cash flow issues, investor misalignment, and poor forecasting. Many founders delay building financial infrastructure. Our Financial Play Series™ is a 10-part guide to help businesses their financial capabilities and establish structures for scaling, from pre-seed to post-Series B.
OUR PROFESSIONAL SERVICES
Taking Your Business to
the Next Level
FirstCxO: Elevate Your Business with Our Comprehensive Part-Time CFO Services. From expert bookkeeping to strategic financial planning, we're your trusted financial partner for growth and prosperity.
M&A success is elusive; 50-80% of businesses don't sell. Control what you can - preparation. FirstCxO, your trusted M&A advisor for strategy, transactions, and value optimization. Buy or sell with confidence.
FirstCxO, your premier coaching partner, empowers CEOs, owners, and key personnel. We offer insights to enhance financial, operational strategies, and leadership. Let us drive your company's success.
FirstCxO, your premier coaching partner, empowers CEOs, owners, and key personnel. We offer insights to enhance financial, operational strategies, and leadership. Let us drive your company's success.
Our dedicated team is a diverse blend of finance and accounting experts, all united by a passion for excellence. Together, we work tirelessly to make your company exceptional.
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TRUSTED BY INDUSTRY PROFESSIONALS
Our Testimonials
I’ve been working with Bob for about 1 year now. Bob brings experience, a no-nonsense approach, and an honest mentality to our leadership team. He’s made an impact with his direct nature but positive attitude. He gained the respect of our leadership team and his current staff quickly with his knowledgeable feedback and has followed through with his plans in a timely manner. In a volatile job market, he has managed to build our accounting team and add missing systems and controls to empower our staff. As CEO, I’m grateful to have him as part of the team and a trusted advisor on important decisions for the company.
Matthew Lim
CEO of Best Pack
TRUSTED BY INDUSTRY LEADERS
CONNECT
Strengthen your strategy and growth.
Our network of CFOs, strategists, and analysts has helped companies scale, secure funding, and close $100M+ deals. Let’s talk about how we can do the same for you.