Platform
Our portals, templates, and best-practices library for your team. CO.O for your GM, CF.O for your finance staff, monthly office hours available.
Get accessHospitality & Club Finance, Fixed — and Built to Stay Fixed.
Financial management & reporting systems for private clubs & hospitality. We reset your finance function, hand your team a documented playbook, and set up your current or inbound finance team for success.
Start With a Financial DiagnosticHow We Engage
Four ways to work with us.
Start where your club actually is. Most clubs come in through a diagnostic, run a Reset, then settle into ongoing stewardship.
Stewardship
Everything in Platform plus monthly close review, quarterly board package, and budget season support. For clubs with a strong controller who wants a CFO in their corner.
Talk it throughThe Reset
A 6–12 month rebuild of your finance function: reconciliations current, close documented, budget and cash flow live, audit-ready — and a bound operations manual on your controller's desk. Fixed fee, written exit criteria.
Start a diagnosticFractional CFO
We run the finance function. Board reporting, budget architecture, capital planning, audit season — a full CFO office at a fraction of the cost.
Discuss scopeEvery engagement is a flat fee tied to deliverables — never an hourly meter. Pricing is banded to your club's operating revenue.
See engagement tiers & pricingAs Featured In
Club + Resort Business
“Fractional CFO for Clubs: Master Your Finances & Boost Member Experience”
A conversation on how private clubs can sharpen financial discipline without sacrificing the member experience.
Also Featured In
Sound Familiar?
Four things we hear in almost every first call.
"My controller inherited a mess — and might not stay."
Undocumented processes, open reconciliations, and a close that lives in one person's head. Good people leave jobs like that.
"My board wants answers my reports can't give."
Dues strategy, F&B subsidy, reserve funding, capital timing. The questions are fair — the reporting just wasn't built to answer them.
"My month-end is a fire drill, every month."
Numbers land late, then get restated. Finance spends its energy assembling the close instead of explaining it.
"My P&L says I'm profitable, but we're always short on cash."
Accrual accounting hides timing gaps. Dues collection lags, F&B payroll drains mid-month, and capital calls arrive before the cash does.
Questions
What GMs and boards ask us first.
No. We sequence the heavy rebuild work around your season. In-season we stabilize the close and the board package; the deeper structural work lands in the shoulder months. Your team keeps operating — we work behind them, not in front of them.
We make their job survivable, not obsolete. We don't do placements and we're not recruiters. Our work documents the system they're expected to run, closes the open items they inherited, and gives them a CFO to escalate to. Controllers are usually our biggest advocates by month three.
You keep everything. The operations manual, templates, chart of accounts, close checklist, and board package formats are yours — documented for your club, not licensed from us. That's the whole point of a Reset having written exit criteria.
Many clubs eventually should. But a full-time CFO hired into an undocumented finance function inherits the same mess, at a much higher fixed cost — and often leaves. Fix and document the function first; then decide whether the seat needs to be full-time at all.
A paid, time-boxed review: your general ledger and reconciliations, the month-end close as it actually runs, current board and committee reporting, budget and cash flow process, and audit posture. You get a written findings summary with a recommended tier, scope, and fixed fee — whether or not you engage us.