You’ve run the free tools. Maybe the picture worried you, or maybe it raised one question you can’t shake. That’s what this is for.
You tell me the one question you want answered. I read your numbers and write you back: what you’re facing, the three moves I’d make in order, and what to watch. I sign it, because the judgment is mine.
I’m a CFO, not your CPA or your lawyer. This is how I’d think about your cash. For tax or legal questions, take this to them.
Two ways to get it
Written read $250
A signed written read covering what you’re facing, three moves in order, what to watch, and a straight answer to your question.
One round of follow-up questions by email.
Within 5 business days of when I have what I need.
Written read + video walkthrough $400
Everything in the written read, plus a 10 to 15 minute recorded video where I walk you through it. It opens with your name, the date and your question.
One round of follow-up questions by email.
Within 5 business days of when I have what I need.
Why a recorded video and not a live call? A recording you can watch twice, pause, and show your spouse or your banker. A call is over when it’s over.
You buy it once, and the read is yours to keep. No subscription. Plus sales tax where required.
Opening soon. This page is here now so you can see exactly what you’d get before it opens. Want to know the day it does? Write to support@realitycheckcfo.com.
If you want more later
Prices are posted here so you never have to ask.
Live call, $150. 45 minutes. Send up to 3 questions ahead. I end on time, and you get a recap email. Add a live call
Second look, $100. One new document or one new question, answered within 3 business days. Add a second look
New read, $250. A fresh read on a new quarter or a new question.
“Can you look at this one thing?” If it’s small and tied to your read, it’s free. If it’s new, that’s a Second look. If it’s tax or legal, I’ll tell you who to ask.
How it works
Buy the read you want.
Fill in a short form: your question, and your numbers. The easiest way is the PDF from the free cash-flow tool: run it, then press “Save a copy of this Reality Check.”
Reply to my email with any documents you want me to see, account numbers blacked out. Never send Social Security numbers, account numbers, passwords, or your employees’ names and pay.
I read it and write you back within 5 business days.
What I promise you
I use AI as a tool, and I keep it on a short leash. It helps me sort your numbers and draft a first pass. That’s all it does. It never decides anything, never writes to you, and nothing it produces reaches you until I’ve checked every number against what you sent. The judgment is mine, and I stand behind it.
Your numbers are never used to train AI. I’ve switched that off on my account, and I check it.
Only you and I see your numbers (and the AI tool I use for the first pass). I don’t sell them, share them, or use them to advertise.
I delete your documents 30 days after I send your read. Ask, and I’ll do it sooner.
If it doesn’t help, you get your money back. No questions asked.
The most I’m responsible for is what you paid. I’ll do careful, honest work, but a read is my judgment on the numbers you gave me, and the decisions are yours. If something in a read turns out to be wrong and it costs you, the most I’m responsible for is what you paid me for that read.
If you can’t make your next payroll
Tell me on the form. I’ll look at yours first. And if you’re in trouble right now, you don’t need to buy anything: start here.