The work a full-time CFO would own.

Each deliverable is scoped to your size and stage, and built so you can keep running it after the engagement ends.

13-week cash-flow forecasting

A rolling view of cash in and out, with the weeks that need attention marked.

Monthly management reporting and KPIs

Financials explained in plain terms, with the few metrics that matter to your business.

Budgeting and forecasting

A plan you can compare against actuals, with scenarios for a hire, a lease, or a slow season.

Profitability by customer or service line

Which clients, matters, procedures, or offers actually make money.

Banking and financing support

Lines of credit, loan terms and covenants, and conversations with your lender.

Board and investor reporting

Packages that answer the questions a board or investor will ask.

Acquisition modeling and diligence

Models and diligence work for buying a practice, a book of business, or a company.

Exit and transaction readiness

Clean financials and a clear story ahead of a sale, a merger, or a new partner.

MW5 Partners works alongside your CPA, payroll provider, and bookkeeper. Tax preparation, payroll processing, and bookkeeping stay with them.