How We Work

Main Street IQ runs a small number of active engagements at a time. That's not a limitation — it's the model. Every client gets real access, real hours, and a CFO who's embedded in the business, not advising from the outside.

ENGAGEMENT MODEL

Fractional CFO — Ongoing

10–15 hours per week. This is the embedded model — I'm inside your business across finance, operations, and commercial strategy. Month-end close ownership, cash and margin visibility, board and investor reporting, and cross-functional work wherever the business needs it. Built for companies that need a CFO seat filled without the full-time cost.

Advisory — Light Touch

10 hours per month. Oversight, strategic guidance, and a senior finance perspective when you need it. Right for companies that have a competent finance team but want an experienced operator in the room for key decisions, board prep, or growth planning.

Project-Based

Discrete engagements with a defined scope and outcome. Common projects include financial model builds, RAID finance team assessments, month-end close redesigns, sell-side M&A prep, and investor-ready reporting packages. If you have a specific problem, this is how we fix it.

WHAT RAID LOOKS LIKE IN PRACTICE

Every engagement — regardless of model — is built on the RAID Framework. That means we're not just closing the books. We're building a finance operation that doesn't break when someone leaves, that can tell you your margin by SKU in real time, and that an investor could walk into tomorrow without finding surprises.

Redundant — No single points of failure. Every critical process is documented, cross-trained, and system-supported. If your controller leaves on a Friday, the close still happens on Monday.

Agile — Finance headcount lags revenue growth, not mirrors it. We automate first and hire second — AP automation alone can eliminate a headcount at most companies our size.

Intelligent — Your finance team thinks like owner-operators, not scorekeepers. They know how discounting compresses LTV, how freight terms affect margin, and how to tell the rest of the business what the numbers mean.

Data-Driven — Every team member owns 3–5 KPIs tied to real business levers. No vanity metrics, no 45-day-old data. Just the numbers that actually tell you where the business is going.

Not sure which model fits?

Book a 30-minute call and we'll figure it out together.

Book a Free Call