Fractional CFO services for other industries
A fractional CFO for founder-led businesses in other industries.
Your industry is not on our list? The finance questions are usually the same. Saorsa embeds in your business on retainer and covers the strategy side of the numbers — cash, margin, the next big decision, and the bank — and works through them with you every week.
Tell us what your business does. Duncan replies within one business day.
Prefer to talk? Call or text Duncan: (510) 626-0509.
What gets built in the first 90 days
Four problems most founder-led businesses know by heart
The industry changes. These four problems usually do not.
Cash goes out before it comes in
You pay for people, material, or stock first. The customer pays you later. The gap between the two is funded by your cash or your line. As the business grows, the gap grows too. So more sales can mean less cash in the account, and nobody sees it until the account is low.
You do not know which work makes money
The total margin looks fine. But some products, customers, or jobs make money and some lose it. The books do not show that split. So the work that keeps you busy can be the work that costs you, and the price stays the same because nobody has the numbers to change it.
A big decision with no model behind it
A new hire, a new location, a piece of equipment, an acquisition. Each one uses cash for months before it pays back. Without a model, the decision is a guess. With a model, you see what it does to cash month by month before you sign.
A lender who knows your numbers better than you do
The bank reads your statements, your covenants, and your forecast. If nobody on your side prepares those numbers, the lender sets the terms of the discussion. A renewal or an increase then goes slower, or for less, than it should.
Fit check
Who this is for. Who it isn't.
This work is for a founder-led business with real revenue and a finance question that does not wait for the year-end.
For
- Founder-led and owner-operated businesses
- Roughly $2–20MM in revenue
- Businesses with a bookkeeper or CPA already in place
- Founders facing a cash, margin, bank, or growth decision
Not for
- Pre-revenue startups
- Businesses that need bookkeeping or tax work only
- Companies that want a report and no working partner
How the work runs
An embedded partner on retainer, not a report vendor
By day 90 you have a model of your business, a margin view, a clear bank picture, and a weekly session with us. You get a partner inside the business on retainer, and not a stack of reports.
A long-term financial model you actually use
The model runs on your real cash timing: when you pay, when you collect, and how the seasons move. Before a big decision, you see what it does to cash month by month. You can test a slower customer or a bigger order against the cash you have.
A margin view by product, customer, or channel
We work from the books your bookkeeper already keeps. We find the work that makes money and the work that does not. Then the price, the terms, or the offer is yours to change with the numbers in front of you.
Bank-ready reporting when you need it
When the bank needs a package, we build the reporting, the covenant view, and the downside case the lender looks at. Placement is not our business: the lender decides, and we neither lend nor broker.
A weekly working cadence with you
Each week you sit down with us on the next decision. Bring the open question and we work it through the model together. Weekly matters because a big decision does not wait for the month-end close.
Skin in the game
Different industries. The same finance questions.
Duncan is a minority partner in Crosslinked Components, so cash, margin, and growth decisions there are made with our own capital on the line. Across two years, the partnership took revenue up 3.7x and profit up 7.8x.
At a grain trading platform, Saorsa built the turnaround plan the bank accepted and a weekly working-capital cadence. Nine months later, the revolver draw was zero against a plan of $1.07MM.
See all case studies3.7x
Revenue growth in two years at Crosslinked Components
7.8x
Profit growth in the same two years
$1.07MM → $0
Revolver draw at the grain trading turnaround, plan vs. actual
Start here
Tell us about your business and get a straight read from Duncan.
Duncan reads every submission himself and replies within one business day, with a plain answer on the part of the numbers that is squeezing you.
- The person who answers is Duncan, not a queue, and it happens within a business day.
- A plain take on the problem you named: cash, margin, the bank, or the next big decision.
- If we are not the right fit, you hear that too.
Prefer to talk? Call or text Duncan: (510) 626-0509.
Start a conversation
FAQ
Questions founders ask before the first call
Short answers on cost, fit, and how the work runs.
My industry is not on your list. Can you still help?
Often, yes. Most of the work is the same in every industry: cash timing, margin, the bank, and the next big decision. Tell us what your business does, and Duncan will tell you plainly if we are a fit.
What does this cost compared to a full-time CFO?
A full-time CFO costs a mid-six-figure salary plus benefits. At $2–20MM, most businesses do not have forty hours a week of CFO work. We charge a monthly retainer well below a hire, scoped to the model, the margin view, the bank work, and the weekly session.
We already have a bookkeeper and a CPA. Isn't this redundant?
Keep both. Your bookkeeper records the transactions. Your CPA handles tax and compliance. We are not accountants, and we do not touch the books or the taxes. We model the decision in front of you and build the package the lender reads. We sit next to both, not in place of either.
Ask for a straight read on your numbers.
Send the cash, margin, or bank question that is on your desk.
Go to the formPrefer to talk? Call or text Duncan: (510) 626-0509.