Bend, Oregon

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You build the product. I build the business under it.

I’m Robert Boag. Fractional CFO and COO. One person, both jobs. I get the numbers true, cut what isn’t working and build what’s missing. Then I hand it over.

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Startups and owner‑run companies. Bend, Oregon or remote.

Call me when

  1. (01)

    You just raised and now you have to build the company.

  2. (02)

    You’ve been flat for years and can’t say why.

  3. (03)

    You don’t know when cash runs out.

  4. (04)

    You’re growing and still not profitable.

  5. (05)

    You hired fast and now nobody knows who owns what.

  6. (06)

    Your board asks a simple question and it takes a week.

Just need bookkeeping? You don’t need me yet.

You don’t need a CFO and a COO yet. You need one operator.

Most money problems start as operating problems. I fix those.

Work

Finance and operations, built to scale.

  1. (01)VC-backed hardtech and field ops startup
    Before: no finance or ops function5 → 50+ people

    Finance, people and operations, built from zero and held through every raise.

  2. (02)Hardware and software company
    Before: never hit a forecast127% of sales goal

    Rebuilt rev ops and the cash forecast. Now they see 6+ months ahead.

  3. (03)Marketing agency
    Before: 5 flat years-2% → 15% margin

    Ran on the profit plan we built. Cut waste and moved into a new market.

  4. (04)Marketing operations firm
    Before: running on gut#1 in its market

    28% net profit when the industry runs about 4%.

In their words

“I’m blown away by how much we accomplished. It feels like a totally different business.”
Page W.
“If you want the right answer and not just the answer you want to hear, Robert is your guy.”
Ryan L.
“We’d been flat for five years. Robert showed us we were actually losing money, then built the plan that took us to 15% margin with no layoffs.”
Daniel B.

Ways to work

Find it. Fix it. Run it.

  1. Blueprint

    Four weeks inside your business. What’s broken, what it costs and what to fix first.

    $7,500

  2. Foundation

    I run your numbers and your week. Cash forecast, a weekly leadership meeting and a board pack you don’t dread.

    From $7,000/mo

  3. Operator

    Your CFO and COO, minus the two salaries. Foundation, plus I build what’s missing.

    From $12,000/mo

A full-time CFO and COO cost $500K+ a year. Operator is under a third of that.

Want the details? Email me for the one-pager →

Questions

Can one person really be your fractional CFO and COO?
Early on, yes. One person who sees the numbers and the operation moves faster than two execs passing notes.
What’s the difference between a fractional CFO and a bookkeeper?
Your bookkeeper tells you what happened. I tell you what happens next and what to do about it. Keep your bookkeeper and CPA. I put their numbers to work.
How much of your time do I get?
Enough to run your week and keep cash current. You get me, not a junior and a ChatGPT account.
When should we hire a full-time CFO or COO instead?
When the work fills a full week. For startups, that’s usually around Series A. When that day comes, I help you hire them and hand over the keys.
Do you only work with startups?
No. Service businesses are where I started. I work with hardware and software startups too.