Our Services/For EOS®-run companies
The Finance Seat, Filled.
EOS gives you the operating system.
We give you numbers you can actually trust, and a dedicated CFO to help you figure out what they mean and how to fix them. Accounting, financial planning, and real CFO leadership in one team, built for Visionaries and Integrators.
Sound Familiar?
The operating system is working. Your leadership team is aligned, and your weekly meetings are running like clockwork. But the moment the conversation shifts to cash flow, margins, or forecasts, that operational clarity suddenly disappears.
The Scorecard is late, and nobody trusts it.
Half the L10 is spent arguing about whether the number is right.
Your 1-Year Plan is a wish, not a model.
The revenue and profit targets on your V/TO look great, but no one can point to the exact financial math required to hit them.
Financial Rocks keep rolling over.
“Build a working budget” has been sitting on the company’s to-do list for three quarters straight, and nobody has the capacity to own it.
The same Issues return every quarter.
You IDS “cash is tight” or “margins are down,” feel productive, and then see the exact same problem 90 days later because the root financial cause stayed hidden.
The Integrator is the de facto CFO.
They are stuck piecing together fragile spreadsheets after hours instead of focusing on traction and accountability.
Quarterlies happen without real numbers.
You are making massive, company-altering decisions without the hard financial data to back them up. (And gut feeling is not a Rock).
From Data to Issues
Right Numbers. Right Issues.
EOS is clear: run the business on data. Most EOS companies get a Scorecard up and stop there. Clean data is necessary, but it’s not the point. The point is what the data tells you to fix.
01/ Get the Data right.
Intelligent automated systems handle the heavy lifting behind the scenes (categorizing, reconciling, flagging what looks off), so your Scorecard measurables fill themselves in with numbers everyone trusts.
02/ See what the Scorecard can’t.
A Scorecard tells you what happened. It doesn’t tell you why. That’s where most teams end up IDS-ing symptoms instead of causes.
03/ Bring the real Issue to the table.
Your CFO digs under the numbers, finds the hidden leaks, and drops the root cause on the Issues List with the analysis already done. You spend the L10 solving, not guessing.
Accounting Layer Data
Timely, accurate books, AI-enabled and human-reviewed, that feed a Scorecard you trust.
Financial Planning Layer Vision + Traction
V/TO numbers that are actually modeled, and a budget tied directly to your Rocks.
Value Layer Issues
Pricing, margin, cash, and exit questions solved with real analysis.
The CFO People
A leader who owns the finance measurables and shows up prepared for every quarterly.
Intelligent automation does the heavy lifting on the Data. Deciding which Issues matter stays human. That’s the whole idea: Human Leadership, AI-Multiplied.
For Example
What the Scorecard says
Gross Margin
42%
On Track
What your CFO sees
Three Clients
15%
The Issue isn’t margin. It’s scope creep on those three accounts. That’s a different conversation, and a solvable one.
How the Level 10 Framework Maps to EOS
EOS COMPONENT
Data
Vision + Traction
Issues
People (the Finance seat)
LEVEL10 CFO FRAMEWORK
Accounting Layer
Financial Planning Layer
Value Layer
The CFO
WHAT IT MEANS FOR YOU
Timely, accurate books, AI-enabled and human-reviewed, that feed a Scorecard you trust.
V/TO numbers that are actually modeled, and a budget tied directly to your Rocks.
Pricing, margin, cash, and exit questions solved with real analysis.
A leader who owns the finance measurables and shows up prepared for every quarterly.
And because we already work in 90-day cycles, we fit your rhythm. No new meeting pulse to learn.
Free for EOS leadership teams
Is Your Scorecard Telling You the Truth?
The Free Leadership Scorecard Reality Check. We review the Scorecard your leadership team runs every week—the numbers your Visionary and Integrator use to take the pulse of the business. No fluff, no obligation. Just unvarnished financial truth.
- 01/ The measurables What’s on the card today, whether each number earns its spot, and a healthy mix of leading and lagging indicators. Finance is often missing entirely: cash, margin, collections.
- 02/ Leadership vs. departmental Whether each number belongs at the leadership level or should move down to a department, and whether any leadership numbers are missing.
- 03/ Measured correctly Clear definitions (booked vs. invoiced vs. collected revenue), consistent weekly cutoffs, and numbers that tie back to the books.
- 04/ Goals and ownership Targets tied to the 1-Year Plan and Rocks, thresholds set where they should be, and one owner per measurable.
- 05/ Add / delete / modify Specific recommendations, with the reasoning, tailored to your business model.
- 06/ How the data gets gathered Where each number comes from, who pulls it, how long it takes, and where it breaks. Then how to make it faster and easier, including automated feeds from your accounting, CRM, and time tracking.
- 07/ Patterns Measurables that are chronically off track but never make it to the Issues List, and trends you miss looking only at this week’s number.
What You Get
A marked-up Scorecard, a one-page summary (top changes, quick wins, what to automate), and a 30-minute walkthrough with a Level 10 CFO.
What we need: your current Scorecard, read-only access to your accounting (or recent financials), and 15 minutes with whoever builds it each week.
Your Implementer or Integrator is welcome to join the walkthrough.
We Run on EOS Too
We Don’t Just Speak EOS. We Run on It.
Level 10 CFO runs on EOS. We have an Accountability Chart, a V/TO, Rocks, and a weekly L10. Our Core Values are real ones, and we hire and review by them. So when you say “drop it to the Issues List” or “that’s a Rock,” nobody needs a translator.
Our clients’ interests always come first.
We brave the crucial conversations.
We embrace technology.
We actively challenge the status quo.
We like to laugh. (Even at ourselves.)
And yes, the name. “Level 10” comes from Dungeons & Dragons, not the Level 10 Meeting™. Tenth-level spells take multiple wizards casting together. The overlap with EOS is a happy coincidence. (We’ll take it.)
What Changes
What It Looks Like From Your Seat
Visionary
Get back to the big ideas, with numbers that back them up.
You see where the business is going. You shouldn’t have to build the model to prove it. Your CFO turns the 10-Year Target into a plan with real numbers behind it. So when you want to open a new market or make a big hire, you know what it does to cash before you commit. That’s absolute peace of mind.
Integrator
Stop being the CFO at 10pm.
You own the Scorecard, the Rocks, and the L10. You shouldn’t also own the reconciliations. We hand you clean numbers on time, own the finance measurables, and bring financial Issues to the table already worked. You get a strategic partner who actually speaks human, and your evenings back.
Fractional Integrator
Running the Integrator seat at several companies?
Finance lands on you at every client because it’s the seat nobody filled. We give you one finance partner across your whole portfolio: same cadence, same quality, no vetting someone new each time. You stay focused on accountability and traction. See how we can partner with you ⬇
Which Path Fits
Pick the Seat You Need Filled
Most EOS companies we work with need the whole finance function. Some just need the leadership. A few just need the books fixed. The free Data Readiness Evaluation tells us which.
P1/ Full-Service
We run the whole stack, accounting through financial planning, with a dedicated CFO leading on top. One team, nothing to coordinate.
MOST COMMON FOR EOS TEAMS
P2/ CFO Advisory Only
Keep what’s working. We add the strategic layer: forecasting, board-ready reporting, and a CFO in the room for the big calls.
P3/ Accounting Only
Monthly close and Scorecard-ready numbers, so your finance leader spends their time on decisions, not cleanup.
Startup? Investor-ready books from day one, a monthly close with a partner, and an hour of one-on-one CFO mentorship every month. ($750/month, one flat rate).
Proof
From the Scorecard to the Bottom Line
EOS Client Case Study Title
Before: a Scorecard nobody trusted and the same cash Issue every quarter. What we found: the real root cause. After: a measurable result in margin points, cash days, or close time.
“[Quote from a Visionary or Integrator at an EOS client]”
[Name]
[Visionary / Integrator, Company]
“[Quote from a Visionary or Integrator at an EOS client]”
[Name]
[Visionary / Integrator, Company]
For EOS Implementers & fractional Integrators
Got a Client Stuck on Data? Send Them Our Way.
You know the client. The Scorecard is late, nobody trusts the numbers, and the same financial Issues come back every quarter. You can’t fix that from your seat, and you shouldn’t have to. We can.
FREE
A Leadership Scorecard Review for your clients
We review the leadership team’s Scorecard: what’s on it, whether it’s measured right, what to add or cut, and how to make it faster to build. You can join the walkthrough. Clients who need more get a free Data Readiness Evaluation.
Your process
We strengthen it, not compete with it
We show up prepared for quarterlies, own the finance measurables, and bring Issues to the table already worked. Your sessions get sharper. Nobody reinvents the wheel.
Referral program
We reward the partners who send us clients
Most importantly, we make you look good. And when a referral becomes a client, you pick how we say thanks:
- Pay it forward: a credit to your client.
- Take the money and run: paid to you.
- Give it away: to the charity of your choice.
Integrating for several companies? One finance partner across your whole portfolio means one relationship, one cadence, and better together. (Tenth-level magic, remember.)
FAQ
Questions EOS Teams Ask Us
Do you work with companies that run on EOS?
Yes. It’s one of the main groups we serve, and we run on EOS ourselves. We fit into your L10s, quarterlies, and annuals without changing how you run.
Do you work with companies on Scaling Up, Pinnacle, Metronomics, or other systems?
Yes. EOS gets the spotlight here because it’s the system we run on ourselves, but every good operating system needs the same thing from finance: numbers you can trust, on time, and a CFO who shows up prepared. Whether you run Scaling Up, Pinnacle, Metronomics, or something homegrown, we plug into your rhythm: your KPIs and scorecards, your quarterly priorities, your annual plan. Same discipline, different vocabulary.
Who sits in the Finance seat on our Accountability Chart?
Your Level10 CFO. They own the finance measurables, bring financial Issues to the table, and show up prepared for quarterly and annual planning. Our accounting team handles the work underneath.
Will you attend our quarterly and annual planning sessions?
On Full-Service and CFO Advisory engagements, yes. That’s where the CFO earns their seat: modeling your 1-Year Plan, pressure-testing Rocks, and putting real numbers in the room.
We already have a bookkeeper. Do we still need you?
Maybe not for everything. If your books are clean and on time, CFO Advisory Only may be the fit. If your Scorecard is late or nobody trusts it, the books are the place to start. The free Data Readiness Evaluation will tell you.
How is this different from what our Integrator already does?
Your Integrator runs the business. We run the numbers. A good Integrator shouldn’t also be the controller and the CFO. We take that off their plate so they can focus on accountability and traction.
Where does AI fit in?
Mostly in the Data. AI-enabled systems speed up the close, catch errors and anomalies early, and keep your Scorecard current without anyone rebuilding a spreadsheet every week. Our team reviews everything, and your CFO still makes the call on which Issues matter. Human leadership, AI-multiplied.
What’s in the free Leadership Scorecard Review?
We review the Scorecard your leadership team runs each week: the measurables, how they’re defined and gathered, the goals and owners, and what to add, cut, or automate. You get a marked-up Scorecard, a one-page summary, and a 30-minute walkthrough with a Level10 CFO. It covers the leadership Scorecard, not departmental ones.
I’m an EOS Implementer. What happens when I refer a client?
- You introduce us (or send them to the refer-a-client form).
- We run a free Data Readiness Evaluation and share the findings with your client.
- If it’s a fit, we scope an engagement around their next quarterly, and you’re eligible for our referral incentive.
ones.
I’m a fractional Integrator with several clients. Can you work across all of them?
Yes. One finance partner across your portfolio means one relationship, one cadence, and consistent numbers at every company you support.
Are you affiliated with EOS Worldwide?
No. We’re an independent firm that runs on EOS and serves EOS companies. EOS® is a registered trademark of EOS Worldwide, LLC.
Start With the Data.
Our free Data Readiness Evaluation shows you where your numbers stand, what’s holding your Scorecard back, and which Issues you should really be solving. Bring it to your next quarterly.
