Sonar CFO
Sonar CFO
Sound Familiar?
You're growing. But the numbers aren't adding up.
As a founder or business owner, you're making financial decisions every day — often without the clear, timely insight you need to make them confidently.
Where is the money actually going?
Why does cash feel tight if revenue looks strong?
How do I fund the next big move with confidence?
Am I pricing this right — and are my margins sustainable?
What do I need to show investors — and is my story tight?
If I want to sell in 3 years, what do I need to do today?
At Sonar CFO, we have one goal: give you the financial clarity and strategic leadership to answer these questions — and act on them.
How It Works
A proven path to financial clarity.
Every engagement starts with understanding where you are. Then we build the foundation. Then we lead.
Discovery Call
A focused, no-pressure conversation to understand what's happening in your business, what you're trying to solve, and whether Sonar CFO is the right fit. No pitch — just a straight conversation.
Complimentary · 30 minutes
Start Here
1
Step 1
Financial Health Assessment
Before we prescribe anything, we diagnose. We review your financials — balance sheet, P&L, cash flow — and run them through eight key financial health metrics. You get a clear, CFO-level read on what's working, what's at risk, and what needs attention most urgently.
- Review of your accounting records and reporting
- Scored assessment across 8 key financial metrics
- Dedicated debrief call with a CFO-level summary
- Clear priorities: what's working, what's at risk, what to fix first
Investment: $TBD · Timeline: 1–2 weeks
2
Step 2
Strategic Financial Foundation
When we identify issues we can fix, we move from diagnosis to action. This is a customized project scoped to your specific business — designed to resolve the core financial pain points that brought you here and set you up for what's next.
- Accounting clean-up and reporting infrastructure
- Strategic budget and cash flow forecast
- KPI development and scenario planning
- Pricing and margin analysis where needed
- Labor and capacity assessment
Starting at $TBD · Timeline: 2–4 months
3
Step 3
Ongoing Fractional CFO Partnership
Once your financial foundation is solid, we step fully into the CFO role — your ongoing strategic finance partner. Monthly financial leadership, decision support, cash flow oversight, board and investor reporting, and a trusted voice at the table for every major move.
- Monthly financial review and leadership
- Rolling forecasts and scenario analysis
- Decision support: hires, pricing, investments, expansion
- Bank, board, and investor reporting
- Coordination with your bookkeeper and CPA
Starting at $3,500/mo · Multiple tiers available
Services
Not everything needs a retainer.
Some engagements start with a defined project. Others need interim or bridge coverage. All of it is available on its own.
Financial Planning & Analysis
Budgets, forecasts, KPI dashboards, and scenario models that drive decisions — not just reporting.
Fundraising Support
Financial model buildout, investor narrative, data room prep, and diligence support from someone who's been on both sides.
M&A / Exit Readiness
Sell-side prep, quality of earnings, and buyer diligence support from someone who navigated a nine-figure exit firsthand.
Financial Modeling & Valuation
Custom 3-statement models, scenario analysis, bottoms-up revenue builds, and investor-ready valuation work.
Interim / Bridge CFO
Full-coverage CFO during a transition, critical moment, or while you search for a permanent hire.
Pitch Deck & Investor Materials
Your story, backed by numbers. Investor-ready decks that are financially aligned, clear, and compelling.
Why Sonar CFO
Not advisory from the outside looking in.
Most fractional CFOs are accountants who became advisors. Sonar CFO is a senior finance executive who built the finance function, lived through the growth, and closed the deal.
Scaled to Exit
Firsthand experience taking a company from startup to a multi-hundred-million dollar sale — not a case study, a lived result.
Operator Mindset
Finance as a tool for building. Every engagement is oriented toward better decisions, not just better reports.
No Credential Gatekeeping
No CPA. No CFA. The market rewards outcomes, not designations. Experience is the credential.
Industry Agnostic
Pattern recognition across sectors. The fundamentals of growth, capital, and exit are universal — and so is the approach.
About
“I didn't learn this in a classroom or from a client's spreadsheet. I learned it by doing it — building the finance function, navigating the hard calls, and closing the deal.”
Sonar CFO was founded by Craig Bromberg, a senior finance executive with a track record most CFOs only advise on. After scaling a company from its earliest days through a nine-figure exit, the goal became simple: bring that level of financial leadership to the companies that need it but can't yet justify a full-time hire.
Senior
Finance Executive background
Trusted advisor to founders, CEOs, and investors
MBA
Finance, operator-first lens
- Startups raising their first or next round
- SMBs at $1M–$30M ready for strategic finance
- Owners planning an exit in 1–3 years
- Companies between CFO hires
Start Your Journey to Clarity
Request a free discovery call to discuss your financial landscape. This is the first step toward strategic leadership and confidence in your business's future.