A practical conversation about your business and your numbers.
Warren will ask practical questions, listen to your situation, and help determine whether WiseCFO Solutions is the right fit. No pitch deck. No pressure.
Reach Warren directly
What to expect from a WiseCFO Solutions discovery call.
Thirty minutes focused on your situation, your current financial visibility, and whether a fractional CFO engagement is the right next step.
Warren listens first
The first part of the call is yours. Warren will ask questions about your business, your financials, and what prompted you to reach out.
A practical fit assessment
Warren will help determine whether WiseCFO Solutions is a fit, what the main financial priorities appear to be, and where a fractional CFO could help.
A clear next step
If there is a fit, Warren will outline a practical next step and likely engagement structure. If there is not, he will be direct about that too.
WiseCFO Solutions serves three types of business situations.
When you fill out the form below, mention which of these sounds closest. It helps Warren prepare for the conversation.
Financial control and clarity without adding a full-time executive.
You built the business. Now it needs financial infrastructure to match its size. WiseCFO brings cash flow visibility, decision support, and CFO-level guidance without adding a permanent executive role.
Best fit:Owner-led businesses with $2M–$25M in revenue making growth or investment decisions without a financial model.
Operator-grade finance leadership for reporting, integration, and performance.
Your investors expect board-ready reporting, disciplined KPIs, and a finance leader who understands how deals work. Warren brings senior operating experience to portfolio company finance needs.
Best fit:PE-backed companies needing governance, reporting systems, or acquisition integration support.
A CFO-level partner to accelerate systems, planning, and stakeholder readiness.
You have a Controller or VP Finance in place but need senior CFO depth for a specific initiative, such as a fundraise, a system overhaul, board reporting, or a transaction.
Best fit:Finance leaders who need CFO-level capacity without a permanent CFO headcount.
Tell Warren about your business.
Every submission goes directly to Warren. He reviews each inquiry personally and responds with a practical next step based on your situation.
WiseCFO Solutions · Carmel, Indiana
Information you share is used only to respond to your inquiry and assess fit. WiseCFO Solutions does not sell or share contact data with third parties. See the Privacy Policy for details.
Book a Discovery Call
Fill out the form and Warren will review your inquiry personally.
Prefer to book directly? Choose a time on Calendly
Skip the form and pick a time that works for you.
Warren’s calendar is live on Calendly. Choose a 30-minute slot that works for you and include a few notes about your business when you book.
Warren will be direct if WiseCFO Solutions is not the right fit.
Not every business is ready for a fractional CFO engagement. Here is a simple guide to who WiseCFO Solutions tends to serve well and who may need a different resource.
- Your revenue is between $2M and $25M and growing
- You need strategic financial leadership, not just bookkeeping or tax support
- You are making growth or investment decisions without a financial model
- Lenders, investors, or a board are asking for better reporting or forecasts
- A full-time CFO role is more than the business needs right now
- You are considering a sale, acquisition, or succession in the next 1-5 years
- You primarily need tax return preparation – that is your CPA’s role
- You need full-time, on-site finance leadership five days a week
- Your revenue is under $1M and you are still in early validation stage
- You want to set and forget your numbers without engaging on reporting
- You resist adjusting pricing, terms, or processes even when data shows problems
- You need a licensed investment adviser or securities attorney