About

Why Switch exists

Because the gap between a bookkeeper and a full-time CFO is where most good companies get stuck — and it is the most expensive place to be stuck.

Our story

[Replace with your story. What you did before, the companies you have sat inside, and the moment you decided owner-led businesses deserved the same financial rigour that big companies buy without thinking. Specific beats polished — name the industries, the situations, the kind of problems you kept seeing.]

How we’re different

We sit in the seat, not next to it

Consultants deliver a recommendation and leave. We build the forecast, run the close, take the lender’s call and stay for the consequences of the advice.

We work with your existing team

Your bookkeeper keeps the books. Your CPA files the return. We do the layer above both: forward-looking, decision-facing financial leadership. Nobody gets replaced. It is written into how we scope every engagement.

Plain English, always

If you need a finance degree to understand our reporting, we have failed. Every number we put in front of you comes with what it means and what you should do about it.

Two quarters, then your call

We ask for two quarters because a forecast needs one to prove itself. After that, if we stop earning the fee you should be able to stop paying it. That keeps us honest.

Our principles

  • Cash is the scoreboard. Profit is an opinion; cash is a fact.
  • Tell the owner the truth early. Bad news does not improve with age.
  • Five numbers, not fifty. A dashboard nobody reads is decoration.
  • Decline the wrong work. If we are not the right answer, we will say so on the first call.

The team

[Add bios here — name, title, background, credentials, the kind of companies each person has worked inside. Photos help conversion more than most people expect.]

Financial Readiness Assessment

Find out where you stand in five minutes

Answer ten questions about your finances. You’ll get a scored readiness summary on the spot — and if we can help, a link to book a call.