The financial function your business has been missing.
Not a bookkeeper. Not a tax CPA. The person on your side of the table every month — reading the numbers, seeing what is coming, and helping you use them to make real decisions.
Most business owners already have two financial relationships.
Your Bookkeeper
Records transactions. They keep the books clean.
Your CPA
Files your tax return. They look at last year and minimize what you owe.
Neither one is doing this:
- Running a real month-end close on accrual accounting.
- Sending you a P&L with plain-English commentary on what moved and why.
- Building a 13-week cash flow forecast you can actually use.
- Watching your margins by job, product, or service line.
- Getting you ready to go to a bank, a buyer, or a partner with a financial story they will believe.
That is the Office of the CFO.
The Three Tiers
TIER 1
Finance Operations
Starting at $1,000/mo or a one-time $8,000 cleanup project.
Clean books, reconciled accounts, corrected chart of accounts, and a monthly reporting baseline.
Right for you if:
the books have never been done properly or have fallen behind.
TIER 2
Controller and Reporting
$4,000 to $8,000 per month.
Monthly close, accrual P&L with commentary, balance sheet, 13-week cash forecast, KPI dashboard, and a monthly review call. Your bookkeeper keeps doing daily entry. We run the close.
Right for you if:
you want a real financial picture every month and a partner who actually reads the numbers.
TIER 3
Strategic CFO Advisory
$10,000 to $16,000 per month.
Everything in Tier 2, plus capital planning, banking relationships, acquisition support, pricing strategy, and exit readiness. For owners facing a real decision in the next one to three years.
Right for you if:
you are preparing to borrow, buy, sell, or bring in a partner.
How the First 30 Days Work
Here is exactly what happens when you start.
Access and discovery
We get access to QuickBooks, payroll, and bank and loan documents. We interview you and whoever touches the books today.
Diagnostic
We go through the books the way a bank or a buyer would: cash vs. accrual, reconciliations, AR and AP aging, how loans and assets are being booked, payroll compliance.
Findings and plan
You get a corrected baseline P&L and balance sheet, a plain-English list of what was wrong and what it means, and a 90-day plan. From there, the monthly rhythm begins.
Monthly Deliverables
Every Tier 2 and Tier 3 client receives this every month.
The Integrated Path
Start where you are. Stay as long as you need.
"A client can start with an $8,000 cleanup and end, years later, with a premium exit run by the same person who has known every number in their business from day one."
Every stage inside DellaRok. No handoffs. No starting over with someone new.
The first call is free. 30 minutes. We will show you what we would focus on first.
DellaRok Partners is not a registered broker-dealer, FINRA member, or investment adviser. DellaRok does not offer securities, solicit investors, receive transaction-based compensation for securities transactions, or provide regulated investment banking services except through appropriately registered and licensed persons and entities where required. Services are limited to business advisory, financial consulting, transaction preparation, and non-securities M&A support unless otherwise expressly provided through a registered broker-dealer or other properly licensed party.
