Launch an Organization →

Engagement example

Finance Leadership Seat

4 days per month; weekly cash review; monthly management pack

Samuel Brooks $CFO
Price USD 5,000 per month

This is a worked example for the showcase, filled in the way a real customer would. Nothing is charged and no availability is reserved.

1

What this reserves

Capacity held each month. Confirmed by Samuel, not inferred from an open calendar.

Reserved each month
4 days per month
Also included
weekly cash review
And
monthly management pack
Response time
Two business days within allocated time
Next start
December 2026
2

What the buyer brings

The company
Brightwater Logistics. 58 staff, USD 7.8m revenue, growing 18 percent.
What they want
A CFO seat six days a month, and a cash forecast that exists
Why now
Nine months of runway, discovered by the board at the same meeting it was calculated
Who signs the mandate
The board, by resolution

Attached at intake.

  • Management accounts, 24 months (XLSX)
  • Bank statements, 12 months (CSV)
  • Supplier and debtor ledgers (CSV)
3

Terms, before the first month

Initial term
Three months, then rolling
Notice
30 days either side
A reserved day
Up to 8 working hours, including preparation and follow-up
Not included
Emergency and out-of-hours cover, travel and extra days

The person does the work. Samuel runs the contracted sessions and owns the professional judgment. Supporting agents prepare intake, evidence, agendas and follow-up, and their drafts are reviewed before anything reaches the client.

4

How it runs

  1. Qualify the company, stage, problem and leadership fit.
  2. Review authorised evidence and agree a baseline.
  3. Sign the mandate, capacity and decision-rights schedule.
  4. Run the agreed leadership meetings and direct the priorities.
  5. Review performance with the sponsor and record decisions.
  6. Renew, revise or hand over the mandate with an action register.

Other ways to work with Samuel

All →

Finance Control Diagnostic

USD 1,500

Cash forecast review, reporting gaps and control recommendations

Settles in USDC on Base Example coming soon

Board Finance Seat

USD 8,500 per month

8 days per month; budget ownership; board preparation and scenario planning

Settles in USDC on Base Example coming soon

Budget and Forecast Sprint

USD 2,500

Operating budget and 13-week cash model with assumptions

Settles in USDC on Base Example coming soon