For owners doing $500K–$10M
Fix your cash flow. Find the profit you're missing. Leave with a 12-month plan — in 90 days.
The Profit & Cash Sprint is a fixed-fee engagement for business owners who are busy but cash is tight. We diagnose your numbers, build a 13-week cash flow forecast, and hand you a plan you can run the business from.
- Fixed fee
- No long-term contract
- Texas-based
- Se habla español
The situation
Sound familiar?
Owners we work with usually say some version of these:
You're busy, but cash is always tight at the worst moment.
You don't know which jobs, products, or customers actually make you money.
Costs went up, but your prices didn't — and no one told you in time.
You get a surprise tax bill you didn't see coming.
You're making hiring or expansion decisions without reliable numbers.
Your financial reports arrive late, or not at all.
If you nodded at any of these, the problem isn't that you're not working hard enough. It's that you're making big decisions without numbers you can trust.
The math
What's a small margin lift worth to you?
Most owners don't realize how much a one- or two-point margin improvement is worth. Move the numbers below.
Enter your top-line revenue for the last 12 months.
Slide to see what a small margin lift is worth. One point = 1% of revenue kept as profit.
Added profit per year
$30,000
Return on the $7,500 fee
4.0x
Months to cover the fee
3.0
This is simple math, not a forecast. Results vary based on your numbers, your industry, and the work you put in. MFG does not promise any specific outcome.
The engagement
The Profit & Cash Sprint, in plain language
Over 90 days, we get your numbers working for you. We don't hand you a 60-page report and disappear. We sit with you, find the one problem worth solving first, and build the tools you'll actually use.
You leave with a 13-week cash flow forecast, your top three profit levers named in dollars, a pricing and margin recommendation, a tax strategy review, and a 12-month plan — plus six working sessions that end in decisions, not more homework.
It's $7,500, paid in full or in three monthly payments of $2,750. No long-term contract. After 90 days, ongoing Fractional CFO support is there if you want it — and there's no restart, because we already know your numbers.
For comparison, a full-time CFO runs $150,000–$250,000 a year. You get the decisions without the salary.
The path
How it works
Three phases over 90 days. Each one ends with something you can use.
- 1
Weeks 1–2
Diagnose
A books readiness check, a 12-month financial review, and an owner working session. We name the one problem worth solving first.
- 2
Weeks 3–6
Build
A 13-week cash flow forecast, a profit drivers analysis, a pricing and margin review, and a tax strategy review.
- 3
Weeks 7–12
Install & Decide
A 12-month business plan and roadmap, a one-page monthly CFO report, and decisions on your major moves.
What you keep
What you walk away with
Six things, each one an outcome you can act on.
13-week cash flow forecast
See your cash 13 weeks out so you make decisions before there's a problem, not after.
Top 3 profit levers, in dollars
We name the three moves worth the most and show what each one is worth to you.
Pricing & margin recommendation
A clear read on where your prices and margins should be, with the math behind it.
Tax strategy review
A look at what you're doing now and where you may be leaving money on the table.
12-month plan & roadmap
A one-page plan you can run the business from, not a binder that collects dust.
Six CFO working sessions
Six sessions that end in decisions, not more homework for you.
The fit
Who it's for — and who it's not
A good fit if you are
- Doing $500K–$10M in annual revenue
- A contractor, trades, home services, salon or wellness, medical or professional practice, retail, or family-owned business
- Busy but cash is tight
- Making decisions without numbers you trust
Not the best fit if you are
- Under $500K in revenue — you're better served by our Grow With You program
- Looking for the cheapest bookkeeper
- Not ready to act on what the numbers show
Under $500K? Ask us about the Grow With You program on your fit call.
The investment
Pricing — shown openly
One fixed price. Two ways to pay. No surprises.
Pay in full
$7,500
One payment, the full 90-day Sprint.
- All six deliverables
- Six CFO working sessions
- No long-term contract
Three monthly payments
$2,750 / mo
Three payments of $2,750. Same Sprint, spread out.
- All six deliverables
- Six CFO working sessions
- No long-term contract
Monthly bookkeeping and catch-up clean-up are not included and are quoted separately before we start.
After day 90
What happens after 90 days
At the end of the Sprint you have a plan and the numbers behind it. If you want to keep going, optional ongoing Fractional CFO support is there — and there's no restart fee, because we already know your business. If you'd rather run it yourself, you're set up to do that too.
Your strategist
Meet Jose Martinez
I'm Jose Martinez, Founder and Chief Financial Strategist at Martinez Financial Group Strategies LLC. We're based in Dallas–Fort Worth and work with business owners anywhere in the U.S.
I'm bilingual in English and Spanish. We focus on three things: financial operations, tax strategy, and wealth management. I built the Sprint because most owners don't need a 60-page report — they need a clear plan, real numbers, and someone to sit with them and make decisions.
MFG is not a CPA firm. We don't do audits or attestations. We do the financial work that helps you run a better business.
In their words
What clients say
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Testimonials shown here are placeholders. Real client stories will be added with permission.
Before you book
Questions, answered
My books are a mess. Can I still do this?
Yes. We start with a books readiness check in weeks 1–2. If your books need catch-up or clean-up first, we'll quote that separately before we start the Sprint, so you know the cost up front.
How much time do I need to commit?
Plan for one owner working session in the diagnose phase and six CFO working sessions across the 90 days. Most owners spend about an hour or two a week.
Do I have to sign a long contract?
No. The Profit & Cash Sprint is a fixed-fee, 90-day engagement. There is no long-term contract. After 90 days, ongoing Fractional CFO support is optional.
I'm not in Texas. Can we still work together?
Yes. MFG is based in Dallas–Fort Worth, but we work with business owners anywhere in the U.S. remotely.
Se habla español?
Sí. Jose Martinez is bilingual English and Spanish. We can run the Sprint and the fit call in either language.
Do you guarantee results?
No, and anyone who does is not being honest with you. We give you a clear plan, real numbers, and the work to back it up. Your results depend on your business and what you do with it.
Your next step
Book your 30-minute fit call
We'll look at where you are and give you an honest answer on whether the Sprint is right for you. No pressure, no long pitch.
Prefer to talk? Call or text 469-689-1222 · info@mfgstrategies.com