Core
“What happened last month, and why?”
$1,250/ month
About 8 hours a month
Includes:
- Monthly financial reports
- Budget vs. actual review
- Monthly review call
Best for owners who want clean monthly numbers and someone to explain them.
Fractional CFO for owner-led businesses
Your finance team, without the full-time hire.
Monthly reporting, cash forecasting and pricing analysis for growing businesses, at one flat monthly fee.
- From $1,250 a month
- Works alongside your bookkeeper and CPA
- Three-month start, then month to month
The problem
Growth outpaces the numbers
As a business grows, a bookkeeper and a year-end CPA stop being enough. A full-time CFO still doesn’t pencil out.
Numbers arrive late
Financials show up weeks after month-end, with no one to explain why profit moved.
Cash catches you off guard
The bank balance is the forecast, so a tight payroll week is the first warning.
Prices are set by feel
No one can say which jobs, products or customers actually make money.
Each of these is fixable with the right numbers, on time, explained in plain English.
Where Broadhead fits
The missing piece between your bookkeeper and a CFO
Bookkeeper
Records what happened. Transactions, reconciliations and bills.
Looks back
CPA
Keeps you compliant. Taxes and year-end statements.
Once or twice a year
Broadhead
Explains it and looks ahead. Monthly reporting, forecasts, cash and pricing analysis.
Every month · flat fee
Full-time CFO
The same forward view. Plus a full salary, benefits and recruiting.
Full-time cost
Broadhead works alongside your bookkeeper and CPA. It doesn’t replace them.
How it works
Set up once, then the same rhythm every month
Steps 1 to 4 repeat every month. Each package includes every step before it.
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One time
Set up
We build your financial model, map your accounts and set a baseline forecast.
Onboarding
-
Step 1
Report
Clean monthly financials by week 2: profit, cash and the balance sheet on one page.
Starts in Core
-
Step 2
Explain
Budget vs. actual in plain English, then a review call with action items and owners.
Starts in Core
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Step 3
Look ahead
Rolling forecast and 13-week cash flow, so problems show up early.
Starts in Growth
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Step 4
Decide
Scenarios plus pricing and margin analysis for the big calls.
Starts in Partner
Sample reports
What lands in your inbox
Examples from each package, built for Sample Co., a fictional $24M manufacturer. Hover or tap a chart to see the numbers behind it.
Core
Monthly financial report
Revenue and gross margin by month, January to September 2026
View the numbers
| Month | Revenue | Gross margin |
|---|---|---|
| Jan | $1.82M | 30.2% |
| Feb | $1.89M | 30.0% |
| Mar | $2.05M | 31.0% |
| Apr | $1.98M | 30.1% |
| May | $2.11M | 30.8% |
| Jun | $2.06M | 30.1% |
| Jul | $1.95M | 30.0% |
| Aug | $2.08M | 30.4% |
| Sep | $2.14M | 28.4% |
Growth
13-week cash flow
Ending cash by week, weeks ending Oct 30 to Jan 22
View the numbers
| Week ending | Ending cash | vs. $750K minimum |
|---|---|---|
| Oct 30 | $1,270K | +$520K |
| Nov 6 | $1,225K | +$475K |
| Nov 13 | $1,150K | +$400K |
| Nov 20 | $1,105K | +$355K |
| Nov 27 | $990K | +$240K |
| Dec 4 | $905K | +$155K |
| Dec 11 | $810K | +$60K |
| Dec 18 | $715K | −$35K |
| Dec 25 | $610K | −$140K |
| Jan 1 | $680K | −$70K |
| Jan 8 | $800K | +$50K |
| Jan 15 | $890K | +$140K |
| Jan 22 | $965K | +$215K |
Growth
Rolling forecast
Monthly revenue against budget, updated in October
View the numbers
| Month | Actual or forecast | Budget | Difference |
|---|---|---|---|
| Jan | $1.82M | $1.85M | −$30K |
| Feb | $1.89M | $1.90M | −$10K |
| Mar | $2.05M | $2.00M | +$50K |
| Apr | $1.98M | $2.05M | −$70K |
| May | $2.11M | $2.10M | +$10K |
| Jun | $2.06M | $2.10M | −$40K |
| Jul | $1.95M | $2.05M | −$100K |
| Aug | $2.08M | $2.10M | −$20K |
| Sep | $2.14M | $2.02M | +$120K |
| Oct (forecast) | $2.08M | $2.15M | −$70K |
| Nov (forecast) | $2.01M | $2.10M | −$90K |
| Dec (forecast) | $1.88M | $1.98M | −$100K |
| Full year | $24.05M | $24.40M | −$350K |
Partner
Pricing and margin analysis
Gross margin by product line, January to September 2026
View the numbers
| Product line | Sales | Gross margin | Gross profit |
|---|---|---|---|
| Repair & service | $1.60M | 41% | $0.66M |
| Custom assemblies | $7.20M | 33% | $2.38M |
| Standard parts | $5.40M | 30% | $1.62M |
| Fabricated frames | $3.10M | 24% | $0.74M |
| Rush orders | $0.78M | 6% | $0.05M |
| Total | $18.08M | 30.1% | $5.44M |
Sample Co. is a fictional company and every figure here is illustrative. Your reports are built from your own books.
Packages and pricing
Three packages, one flat monthly fee
Pick the package by the question you need answered. Hours are a planning estimate, not a meter, and nothing outside your package is billed without your written approval.
Every client starts here
Onboarding
We build your financial model, map your accounts and set a baseline forecast.
from$2,500one time
Growth
“What’s coming in the next 13 weeks?”
$2,500/ month
About 16 hours a month
Everything in Core, plus:
- Rolling forecast
- 13-week cash flow
- KPI dashboard
Best for growing companies that need to see cash and sales problems coming.
Partner
“What should we do about it?”
$4,000/ month
About 28 hours a month
Everything in Growth, plus:
- Scenario modeling
- Pricing and margin analysis
- Lender or board package
Best for companies facing big calls on pricing, lenders, a board or expansion.
Add as needed
Quoting system build
A quoting tool that prices jobs from your real costs and target margins.
from$6,000fixed fee
Additional analysis
Work outside your package, quoted and approved before it starts.
$175/ hour
Move up a package at any time. After the first three months, you can also move down.
Not sure which fits? Book a discovery callCompared with hiring
Less than a third of a finance salary
A year of Broadhead next to the median U.S. salary for the role you’d otherwise hire, before benefits, payroll taxes and recruiting.
Salaries: U.S. Bureau of Labor Statistics, Occupational Outlook Handbook, median annual wage in May 2025 for financial and investment analysts and for financial managers. Broadhead figures are 12 months at the standard monthly price.
How we work together
Simple terms, and your numbers stay private
Simple terms
- A flat monthly fee, invoiced on the 1st
- Three months to start, then month to month on 30 days’ notice
- Extra work only after you approve a written estimate
- You keep your reports and your financial model
Your data, protected
- A mutual NDA is signed before we see any numbers
- Read-only access to your systems wherever possible
- Access-controlled tools with multi-factor sign-in, and no AI tool that trains on your data
- We never name you as a client without your permission
Getting started
Let’s look at your numbers together.
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01
Discovery call
A short call on what you need from your numbers and where they fall short today.
-
02
Recommendation
The package that fits and any add-ons worth doing now, in writing, at a flat price.
-
03
Onboarding
We sign a mutual NDA, connect read-only access, build your model and set a baseline forecast.