Founder Finance
Membership
Light, approachable financial support for early stage founders
The Founder Finance Membership is for early stage founders who want regular support with their numbers, without the intensity or price point of a full advisory project or CFO partnership. It is a simple, steady way to build financial confidence while you grow.
You get a trusted partner to talk through your numbers with, simple tools to help you stay on top of them, and a calm place to ask the questions you do not want to bring to your bookkeeper or banker.
What you can expect
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This membership is designed for you if:
You are in the early stages of building your business and want to start “doing finance right” from the beginning.
You do not have a finance leader on your team, but you know you should understand your numbers more clearly.
You feel unsure about how to read your financial reports or what they are actually telling you.
You want a trusted partner you can check in with regularly, not just at year end.
You are not yet ready for a Financial Clarity Intensive or Fractional CFO Partnership, but you want more support than a one off call.
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Before joining, founders often say:
“I am not sure what to look at each month.”
“I feel nervous talking about my numbers because I am afraid of what I will find.”
“I do not know if I am paying myself properly or pricing things well.”
“I wish I had someone to ask these questions without feeling judged.”
The Founder Finance Membership gives you a safe, steady space to talk about your numbers, understand what is happening, and build good habits early.
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This is a monthly membership built around consistent, practical support.
1. Monthly 1 to 1 strategy session
Each month, we meet for a focused session to:Review your most important numbers and what changed since last month.
Talk through upcoming decisions, plans, or concerns.
Identify a small number of actions to take before the next call.
These sessions are designed to feel supportive, not overwhelming, and to build your confidence over time.
2. Simple reporting templates
You receive straightforward templates that help you:Track what matters most for your stage of business.
Organize information in a way that feels usable, not intimidating.
Build a rhythm of looking at your numbers regularly instead of avoiding them.
3. Slack access for ongoing support
Between calls, you have access to us for light touch questions and check ins, so you are not stuck waiting for the next session when something small comes up.This is not meant to replace bookkeeping, tax, or a full CFO, but to give you a supportive partner in your corner as you grow.
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Over time, founders in this membership typically experience:
More comfort and ease when looking at their numbers.
A better understanding of what to pay attention to each month.
Increased confidence when making everyday decisions about spending, pricing, and planning.
A stronger financial foundation that makes future advisory work or CFO support more effective.
Most importantly, you stop feeling alone with your questions.
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To keep the membership focused and accessible, there are clear boundaries around what is not included here.
The Founder Finance Membership does not include:
Deep, one time diagnostic work or a full Clarity Report.
Scenario modeling or complex forecasting.
Representation with lenders, investors, or boards.
Acting as a formal member of your leadership team.
If you need a comprehensive deep dive into your numbers, the Financial Clarity Intensive is a better fit.
If you want ongoing strategic finance leadership and more intensive support, the Fractional CFO Partnership is designed for that level of engagement.
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Choose the Founder Finance Membership if you:
Want steady, approachable support as you grow.
Are building or refining your financial habits and understanding.
Prefer smaller, regular touchpoints over intensive projects.
Choose the Financial Clarity Intensive if you want a defined deep dive and a 90 day roadmap.
Choose the Fractional CFO Partnership if you are ready for ongoing strategic leadership and higher touch support. -
Timeline: Ongoing, month to month.
Download our Pricing Here
Next step:
If you are an early stage founder who wants a calm, consistent place to talk about your numbers and build confidence, the Founder Finance Membership is a gentle but powerful starting point.
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