AI CFO Advisor
CFO-level financial clarity.
Without the CFO overhead.
Most business owners make marketing decisions on gut feel because the numbers are too hard to calculate. Our AI CFO Advisor gives you unit economics, payback periods, and ROI models so every dollar you spend is a decision, not a gamble.
What we work through together
The financial questions that drive every marketing decision.
“Am I actually profitable on each marketing channel?”
Blended CAC hides where you're losing money. We break it down by channel so you know which spend to scale and which to cut immediately.
“What's the real ROI on my AI visibility investment?”
We model the math: average customer value, close rate, how many more leads AI visibility drives, and what that's worth monthly versus the cost of the service.
“How long until this pays back?”
Payback period is the number that tells you whether a marketing investment makes sense. We calculate it before you commit, not after you've spent six months finding out.
“Where should I put the next dollar?”
Not every dollar earns the same return. We map your options by expected payback period and risk level so you're making capital allocation decisions, not guesses.
Example ROI model
This is how we think about your investment before you make it.
Example: Local service business, AI Visibility Toolkit
Average client value
$4,800/yr
Close rate from inbound
25%
Additional leads from AI visibility
+4/mo
Monthly revenue impact
+$400/mo at 25% close
Annual revenue impact
$4,800/yr
Toolkit cost
$999/mo
Payback period
~2.5 months
Illustrative example. Your numbers will vary based on average deal size and close rate.
What you get
Numbers that make your marketing decisions obvious.
Marketing ROI Modeling
Know exactly what your marketing spend should return before you commit. We model LTV, CAC, and payback period by channel so every budget decision is backed by numbers.
Unit Economics Clarity
Customer acquisition cost, lifetime value, gross margin per client. The numbers your business runs on, calculated clearly so you can make decisions with confidence.
Budget Allocation Framework
Work backwards from your revenue target to build a marketing budget that makes sense. No arbitrary percentages. Just math that connects spend to outcomes.
Payback Period Analysis
Before you invest in any service or channel, know how many months until you break even. We run the scenarios so you can make go/no-go decisions in minutes, not weeks.
Ready to run the numbers?
Book a 30-minute financial clarity session.
We’ll model your CAC, payback period, and ROI so you can decide whether any marketing investment makes sense for your business. No obligation.