A Practice of Love Wealth Management
Keystone CFO gives business owners institutional-grade strategic finance leadership — the CFO you need long before you can justify a full-time one. From the kitchen table to the boardroom.
Why Keystone
In an arch, the keystone is the final stone set — the one that locks every other stone in place and lets the structure bear weight for centuries. A growing business is the same. You've built the products, the people, the revenue. What's missing is the piece that ties strategy to numbers, banking to growth, systems to scale. That's the work of a CFO — and it's why we're called Keystone.
The Four Pillars
The pillars keep the work strategic — every quarter we discuss not just the operating numbers, but the four dimensions that move enterprise value.
Numbers in service of strategy. Discipline in service of trust.
Forecasts, KPIs, and clear reporting that turn raw data into decisions — and the discipline behind them that earns credibility with lenders, partners, and your own team.
The right capital. Kept on the right terms.
Choosing the right financing, preparing for the lender conversation, and protecting against the wrong deal. Capital should support your plan — not quietly constrain it.
Built to scale. Built to hold.
Financial systems designed to handle the growth ahead — and to fail gracefully when something goes wrong. The structure has to scale, and the safeguards have to hold.
Ready when the moment comes. Protected until it does.
Whether the next chapter is a hire, a financing, an expansion, or eventually a sale — the work begins long before the moment. We close the gaps before anyone has to find them.
Six engagement levels
Every level carries forward the deliverables below it, scaled up — you never start over. Priced on a simple monthly retainer.
Solopreneurs · under $250K · no employees
The financial partner you've never had time to be for yourself.
60-min quarterly review · 3-business-day response
Book a CallMicrobusiness · 1–5 employees · $250K–$750K
For the business that just took on a team and payroll.
90-min quarterly review · 2-business-day response
Book a CallSmall business · 5–15 employees · $750K–$2M
Stop reviewing the past. Start managing toward a plan.
2-hour strategic review · 1-business-day response
Book a CallGrowth-stage · 15–30 employees · $2M–$5M
Model the big decisions before you make them.
Half-day review + monthly touchpoints · same-day response
Book a CallEstablished · 30–75 employees · $5M–$15M
Manage the business as the valuable asset it has become.
Full-day review + monthly board reporting · 4-hour response
Book a CallLower middle market · 75+ employees · $15M–$50M+
Ready, valuable, and prepared for the most consequential chapter.
Full-day strategic board engagement · 2-hour response
Book a CallThe engagement rhythm
Every engagement runs on the same disciplined cycle. What changes between levels is depth, not the habit.
We refresh your forecast, KPIs, and reporting before each meeting. The data is current and the analysis is ready when you walk in.
A structured meeting walks through what happened, what's next, and what changed. The agenda is the same shape every time.
Every meeting ends with three to five clear decisions and the actions that follow — owners and dates attached.
A written recap arrives within two business days. Then the next cycle begins. The discipline compounds.
Start free
Know your real profit, whether you're paying yourself right, and the three numbers to watch — in one honest hour.
See your cash thirteen weeks ahead instead of one week behind — and never wonder if payroll will clear.
The ten numbers that tell you whether you're on plan — before the year does.
Thirty minutes, no cost, no obligation. We'll talk about your business, your goals, and what's keeping you up at night — and whether Keystone CFO is the right fit. If we're not, we'll tell you, and often who is.
Book a Free 30-Minute Discovery Call