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FRACTIONAL CFO · BOOKKEEPING · QUALITY OF EARNINGS
You’re growing. So why does it feel like you’re always broke?
Most CFOs clean up the mess after it’s already cost you. The D.E.A.L. Method runs your business to the standard a buyer’s diligence team would hold it to—starting now, not when you decide to sell.
THE D.E.A.L. METHOD
Run the business like diligence has already started.
D
Diagnose
A diligence-grade assessment—bank tie-out to the penny, AR aging against real benchmarks, margin leaks by job or service line, and entity structure review.
E
Engineer
Rebuild the systems so the mess doesn’t come back—job costing, WIP schedules, reconciliation cadence, and automation where it earns its keep.
A
Advise
A steady fractional CFO cadence—13-week rolling cash flow, KPI reporting, and decision support on hiring, pricing, and capital.
L
Leverage
Provably ready for its next move—a loan, a partner buyout, an acquisition, or an eventual sale—because it’s been run to that standard all along.
WHY IT MATTERS
Most financial advice arrives after the damage is done.
Owner-led businesses rarely fail from one bad decision. They erode—a margin nobody’s watching, a job that quietly lost money, a cash crunch nobody saw coming three weeks out. By the time it shows up on a P&L, it’s already cost you.
The D.E.A.L. Method exists because I’ve sat on the other side of the table—running Quality of Earnings diligence for buyers deciding whether a company’s numbers could be trusted. That’s the same lens I bring to your books, before anyone’s asking.
Jaren Simper, CPA — PwC, three hospice company exits, Simper CFO Advisory.
ENGAGEMENT MODEL
How an engagement actually runs.
01
Diagnose / Discovery Sprint
A focused, capped-hours engagement to find out what’s really going on—before either of us commits to anything ongoing.
02
Engineer / Stabilization
Fixed-fee project work to rebuild what the diagnosis flagged—entity structure, reporting, controls, and the systems behind them.
03
Advise + Leverage / Steady-State Retainer
A monthly cadence that shrinks in hours as automation and delegation take hold—and grows in value as the business becomes provably ready.
INDUSTRIES
Different operations. The same diligence-grade standard.
Construction & Trades
Project-based businesses where job costing, working capital, and backlog drive value.
Healthcare
Hospice, home health, urgent care, and MedSpa.
Dental & Orthodontic
Multi-location and practice-based teams preparing for disciplined growth or transition.
SaaS
ASC 606 revenue recognition, MRR/ARR and cohort reporting, CAC-to-LTV discipline for board decks.
START WITH A FIT CALL
Ready to see what’s hiding in your numbers?
A fit call is 20 minutes—no pitch, just a look at what a diligence-grade read of your books would find.
Book a Fit Call
SIMPER CFO ADVISORY