The financial leadership your
business needs. Without
the full-time hire.
DirectCFO gives founders running $2M–$20M businesses the strategic finance seat a full-time CFO fills — priced for the portion of the year you actually need it.
Built for owners, not founders raising a Series A.
We run the finance seat for a narrow kind of operator — the one who owns their business, knows their numbers at 30,000 feet, and is ready to fly lower.
Past the startup phase.
You are generating $2M to $20M in revenue. The spreadsheet that got you here is no longer the one that takes you further.
Cash in, clarity missing.
The business is making money. What it is not telling you: where the margin is, what to cut, and how much runway you really have.
CFO thinking, not CFO payroll.
You need the strategic lens of a finance chief. You do not need — or want — a $275K line item to get it.
Three ways to run the seat.
Three engagement tiers, scoped to the pace your business moves at. We recommend one on the first call.
CFO Advisor
A finance chief on call.
Monthly working sessions. You send the questions; we send the answers, a variance narrative, and the decision framework. Right-sized for owners who mostly need a second pair of eyes.
CFO Partner
Embedded in the cadence.
We sit in your leadership meeting, own the close, and maintain the cash model. Your management team gets real-time finance support without a permanent seat on payroll.
CFO Embedded
The seat, without the headcount.
Full CFO function. Board packs, fundraise support, banking relationships, team-building across the finance stack. The difference from a full-time CFO is the invoice, not the output.
Three steps. No sales funnel.
Assess
A free financial review. We look at your books, your cash position, and what the leadership team is actually deciding. You leave the call with a memo, not a pitch.
Engage
We scope a fixed-fee monthly engagement at the right tier. No hourly billing. No locked-in annual contract. Cancel with 30 days.
Lead
We run the finance function at the cadence we agreed to — close, cash, board prep, banking — and keep you out of the weeds.
A career built around business-owner questions, scoped to the business in front of you.
Chris Gilbertson served in the Marine Corps, then spent six years at New York Life — agent, registered representative, partner — earning full FINRA credentials. His favorite clients were always the business owners; the questions were harder and the stakes more direct. He founded the practice in 2021. DirectCFO is what that became.
DirectCFO is a service of G² Advisory Group LLC and works with a deliberately small book of clients. Every engagement is run by the principal. No handoffs.
Thirty minutes.
One honest read
of your finances.
Book a free financial review. We will tell you what we see, what we would do, and whether you need us. No pitch deck.