In 90 minutes, you’ll know exactly what it is — and what to do about it
A private 90-minute working session with CFO-level advisor Gerri DeRubeis
90 minutes · Via Zoom · Limited availability each month
LBAN program at Stanford
businesses Gerri advises
than you’ve had in years
You’re running a real business.
So why do the finances still feel uncertain?
But somewhere in the back of your mind, a question lingers:
am I actually building this on solid financial ground, or am I one bad quarter away from a problem I didn’t see coming?
You probably have a bookkeeper. Maybe an accountant.
But neither of them is sitting across from you connecting your financial picture to the decisions you’re making right now
“The gap isn’t your ambition. It’s that nobody has connected your financial picture to your vision for growth — until now.”
This is not a discovery call.
It’s a working session with a real deliverable.
The CFO Clarity Session is a focused 90-minute conversation built around one goal:
giving you CFO-level clarity on your specific business — right now, based on where you actually are.
You bring your business. Gerri brings 20+ years of financial advisory experience and a diagnostic framework that surfaces what your numbers are telling you that you’re not hearing.
Using your P&L, balance sheet, and cash flow — whatever you have — we identify what the numbers are actually saying versus what you think they’re saying. Most owners are surprised by what surfaces in the first 20 minutes.
Every business at your stage has a small number of financial issues driving most of the friction. Cash conversion, cost structure, pricing margin, overhead growth. We find yours specifically — not generically.
This is where most financial conversations stop short. We look at whether your current financial structure can actually support where you’re trying to go — and what needs to change if it can’t.
Within 48 hours you receive a written summary: your three key financial gaps, the drivers behind each one, and a prioritised next-steps list specific to your business. Yours to keep and act on immediately.
- You’re doing $1M–$25M in revenue and something financial feels consistently off — even if you can’t name it exactly
- You’re facing a major decision — hiring, expanding, pricing, restructuring — and want CFO-level eyes before you commit
- You took the Value Gap Assessment and want to understand what your results mean for your specific situation
- You’re profitable on paper but cash is tighter than it should be and you want to know why
- You want an outside perspective from someone with no agenda except helping you see clearly
- You need bookkeeping help, tax advice, or someone to manage day-to-day finances
- You want a formal valuation or audit — this is strategic advisory, not compliance
- You’re pre-revenue or in your first year — most powerful with real financial history to work from
- You want someone to validate decisions you’ve already made rather than stress-test them honestly
- You’re doing $1M–$25M in revenue and something financial feels consistently off — even if you can’t name it exactly
- You’re facing a major decision — hiring, expanding, pricing, restructuring — and want CFO-level eyes before you commit
- You took the Value Gap Assessment and want to understand what your results mean for your specific situation
- You’re profitable on paper but cash is tighter than it should be and you want to know why
- You want an outside perspective from someone with no agenda except helping you see clearly
- You need bookkeeping help, tax advice, or someone to manage day-to-day finances
- You want a formal valuation or audit — this is strategic advisory, not compliance
- You’re pre-revenue or in your first year — most powerful with real financial history to work from
- You want someone to validate decisions you’ve already made rather than stress-test them honestly
The more you bring, the more specific your action plan will be. Here’s what to have ready before your session:
- Your most recent P&L — last 12 months if available, last 3 months at minimum
- A current balance sheet
- The one financial question or decision that’s been sitting in the back of your mind
- A rough sense of where you want this business to be in 12–24 months
Don’t have everything organised? Bring what you have. This session is designed to work with reality, not ideal conditions.
Gerri DeRubeis has spent her career at the intersection of financial strategy and business growth — working with owners of $2M–$25M businesses to turn their vision for growth into a financial structure that can actually support it.
For three years she has served as a mentor and financial roundtable leader within Stanford University’s LBAN Scaling Program, working directly with high-growth entrepreneurs on the financial thinking that separates businesses that scale from those that stall.
She is not a bookkeeper. She is not a tax advisor. She is a CFO-level strategic thinker who asks the questions your current financial team probably isn’t asking — and has the experience to know what the answers mean for your growth.
Clarity Session
✓ Live 90-minute working session with
Gerri DeRubeis
✓ Diagnosis of your current financial picture
✓ Your three highest-impact financial
gaps identified
✓ Your financials connected to your
growth vision
✓ Written action plan delivered within
48 hours
✓ Live 90-minute working session with Gerri DeRubeis
✓ Diagnosis of your current financial picture
✓ Your three highest-impact financial gaps identified
✓ Your financials connected to your growth vision
✓ Written action plan delivered within 48 hours
Sessions scheduled within 5 business days
Limited spots available each month
Some owners leave the Clarity Session with a clear action plan and everything they need to move forward on their own. The written summary is specific enough to act on immediately.
Others realise what they actually need — a real financial plan connected to their growth goals, with someone keeping them accountable month to month — is bigger than a single session.
For those owners, the Clarity Session is the natural starting point for the CFO Growth Plan: a monthly advisory engagement with a custom financial plan, monthly budget variance reporting, and a standing advisory call with Gerri each month. Starting at $1,500/month.
beyond the session
The $497 covers the session itself —
a complete standalone deliverable
with real value regardless of
what comes next.
If ongoing support makes sense
after the session, we’ll have that
conversation then, on your terms..
“How is this different from talking to my accountant?”
Your accountant’s job is compliance — taxes, filings, historical accuracy. The Clarity Session is forward-looking and decision-focused. We’re not looking at last year for reporting purposes. We’re looking at what your numbers mean for the decisions you’re making right now.
“Do I need my finances perfectly organised?”
No. Bring what you have. Part of what the session does is help you see your financial picture more clearly — starting from wherever you actually are. Waiting until everything is perfectly organised usually means waiting indefinitely.
“I already took the Value Gap Assessment. Do I still need this?”
The assessment shows you where the risk scores are. The Clarity Session translates those scores into specific actions for your business. Think of the assessment as the map and the session as the navigation — your results give us a meaningful head start.
“What exactly do I get in writing after the session?”
Within 48 hours you’ll receive a written summary covering your three key financial gaps, the underlying drivers behind each one, and a prioritised next-steps list specific to your business. A working document — not a generic report.
“Is there any commitment once I book?”
None. The session is a flat $497, one-time. No subscription, no retainer requirement, no obligation to continue. If ongoing support makes sense for you after the session, we’ll have that conversation then.
Stop wondering what your numbers are trying to tell you.
90 minutes from now you could have more financial clarity than you’ve had in years —
and a specific written plan for what to do with it.
Gerri takes a limited number of Clarity Sessions each month.
gerri@cfomindset.com · (847) 366-2373
Take the free Financial Maturity Assessment — 5 minutes, instant results, tells you exactly where to begin.
Financially Fearless — 4-week live cohort course with CFO Clarity Blueprint included. Founding rate $995.
The CFO Growth Plan — monthly financial planning and advisory for growing businesses. From $1,500/month.