Grow with a CFO + CDO.

A fractional Chief Development Officer to build revenue. A fractional CFO to protect it. Smarter systems to scale it.

Posio gives you two senior seats in one partnership: a fractional CDO running business development, revenue generation and sales, and a fractional CFO running forecasting, cash flow, bookkeeping and reporting — plus the CRM, dashboards and automation that hold it together.

Talk With a Partner → See What We Do

Two senior seats — Chief Development Officer and Chief Financial Officer — without two full-time salaries. One point of contact, in your office when you need us.

Fractional CDOBusiness DevelopmentRevenue GenerationSales Leadership Fractional CFOBookkeeping + PayrollCRM + ReportingAI + Automation
▸ Systems built for teams at
jambaFRANCHISE GROUP Pizza HutFRANCHISE GROUP SUNPOWERSOLAR All On Electric DIABLOELECTRIC HEADYWORKS Better Than Pavers
THE HONEST QUESTIONSProblems we solve

Do you make decisions based on feelings or data?

Many organizations do not have one isolated problem. Their sales process, financial reporting, operations, and technology are disconnected.

Problem 01

Inconsistent Sales Execution

Leads are not followed up with consistently, pipelines are unreliable, and sales performance depends too heavily on individual employees.

Problem 02

Limited Financial Visibility

Leadership cannot clearly see cash needs, profitability, margins, upcoming obligations, or the financial impact of new decisions.

Problem 03

Disconnected Systems

CRM, accounting, spreadsheets, payroll, communication, and reporting tools do not share reliable information.

Problem 04

Reactive Decision-Making

Hiring, spending, pricing, and growth decisions are made from instinct because accurate forecasts and dashboards are unavailable.

Problem 05

Owner Dependency

Too much knowledge, responsibility, and decision-making lives with one person.

Problem 06

Manual Work

Employees spend excessive time entering data, creating reports, searching for information, and managing repetitive follow-up.

Posio connects revenue, finance, operations, and technology so leadership can see what is happening, decide what to do, and execute consistently.
WHAT YOU GETOutcomes

Is your investment protected?

Outcome

More Predictable Revenue

Build a defined sales process, improve follow-up, strengthen pipeline management, and make revenue forecasting more reliable.

Outcome

Better Cash Control

Understand expected inflows, upcoming obligations, working-capital needs, and financial pressure before they become emergencies.

Outcome

Clearer Profitability

See which customers, services, departments, projects, and locations produce healthy margins.

Outcome

Faster Decisions

Give leadership current dashboards, forecasts, and financial models for hiring, spending, pricing, and investment decisions.

Outcome

Greater Accountability

Assign clear ownership, measurable expectations, review cadences, and next actions across sales, finance, and operations.

Outcome

Less Manual Work

Automate repetitive communication, reporting, data movement, reminders, and administrative workflows where it makes business sense.

The goal is not more technology. The goal is a company that performs better because its people, processes, numbers, and systems work together.

See representative engagements →

SERVICESTwo seats, four ways we help

Services we provide.

Two fractional executives — a CDO for growth and a CFO for cash — plus the books and systems underneath. Pick one. Or let us connect all four.

PILLAR 01

Fractional CDO

You need business development, revenue generation and sales leadership — without a full-time Chief Development Officer or sales director.

Talk about growth →
  • Business development and partnerships
  • Revenue generation strategy
  • Lead generation and outbound
  • Sales strategy, pipeline and forecasting
  • Hiring, training and coaching reps
  • Playbooks, SOPs and scorecards

The resultNew business you can predict: consistent follow-up, a pipeline you can trust, and revenue that stops depending on one person.

PILLAR 02

Fractional CFO

You have accounting. What you're missing is forward-looking financial leadership.

Talk about finance →
  • Budgets and operating plans
  • Cash-flow forecasting
  • Scenario planning
  • Margin and profitability analysis
  • Board and investor reporting
  • Internal controls

The resultConfidence in cash, margins, and every hiring, pricing, and spending decision.

PILLAR 03

Bookkeeping & Payroll

Your numbers arrive late, or they don't tie out.

Talk about the books →
  • Monthly bookkeeping
  • Reconciliations
  • Payroll administration
  • AP and AR workflows
  • Month-end close
  • Financial statements

The resultClean records, on-time reporting, and no month-end surprises.

PILLAR 04

CRM & Dashboards

Your information is scattered across tools, spreadsheets, and inboxes.

Talk about systems →
  • CRM setup and cleanup
  • Executive KPI dashboards
  • Sales and finance reporting
  • Workflow automation
  • Lead capture and follow-up
  • System integrations

The resultOne place to look, fewer dropped handoffs, and far less manual work.

HOW IT CONNECTSLead to cash to scale

From lead to cash. Then scale.

01
Attract

Generate and capture qualified opportunities.

02
Convert

Qualify, follow up, present proposals, and close consistently.

03
Deliver

Create clear handoffs between sales, operations, and customer service.

04
Bill

Generate accurate invoices and maintain reliable financial records.

05
Collect

Improve receivables, payment follow-up, and cash collection.

06
Understand

See pipeline, revenue, cash, margins, performance, and risk in clear dashboards.

07
Scale

Use reliable forecasts and operating data to guide hiring, spending, pricing, and expansion.

Most firms improve one department. Posio connects the full business cycle so sales activity, operational performance, and financial results tell the same story.

WHO WE HELPBest-fit organizations

Are we the right fit for you?

Family Offices & VC Portfolio Companies

Protect the investment. Strengthen the operator. Improve the numbers.
What we address
  • Limited visibility into portfolio-company performance
  • Inconsistent reporting across companies
  • Weak cash forecasting and unreliable pipelines
  • Founder dependency and late-discovered risk
What you gain
  • Earlier identification of risk
  • Standardized KPI and board reporting
  • Improved cash and revenue forecasting
  • Better protection of invested capital
Strengthen a Portfolio Company →

Nonprofit Organizations

Protect the mission with stronger financial and operational systems.
What we address
  • Limited finance capacity and delayed reporting
  • Complex budgets and funding restrictions
  • Board reporting challenges
  • Manual donor and program workflows
What you gain
  • Greater stewardship and reliable reporting
  • Better board visibility
  • Stronger budget accountability
  • More staff capacity for mission work
Strengthen My Organization →

Home Improvement Companies

Turn more leads into profitable jobs—and profitable jobs into predictable cash.
What we address
  • Slow lead response and inconsistent follow-up
  • Weak CRM adoption and unreliable forecasting
  • Quoting, change-order, and margin gaps
  • Delayed collections; sales and production apart
What you gain
  • Faster lead response and higher close rates
  • Better job profitability
  • Stronger cash collection
  • Accountability from lead through final payment
Build a More Profitable Sales System →
HOW WE WORKDelivery

How does the work get done?

01

Diagnose

Review goals, financial performance, sales activity, workflows, systems, responsibilities, and operating risks.

You receive
  • Leadership interviews
  • Financial and operational review
  • Sales-process review
  • Systems assessment
  • Priority and risk summary
02

Map

Document how leads, work, information, invoices, payroll, payments, and reporting currently move through the organization.

You receive
  • Current-state process maps
  • Ownership and handoff analysis
  • Data-flow review
  • Bottleneck identification
03

Prioritize

Identify changes with the strongest likely impact on revenue, cash, profitability, efficiency, and risk.

You receive
  • Prioritized roadmap
  • Quick-win recommendations
  • Implementation sequence
  • Success measurements
04

Build

Implement the approved financial processes, sales systems, dashboards, workflows, automation, and documentation.

You receive
  • Configured systems
  • Forecasting models
  • Dashboards and SOPs
  • CRM workflows
  • Financial controls and automated processes
05

Train

Teach leaders and employees how to use the new processes and systems.

You receive
  • Role-based training
  • Process documentation
  • Management review cadences
  • Adoption support
06

Manage & Improve

We remain involved to review results, advise leadership, solve new problems, and improve the system as the organization changes.

You receive
  • Ongoing CFO and sales leadership
  • Monthly or weekly performance reviews
  • Forecast updates and dashboard reviews
  • Continuous optimization

Posio can advise, implement, operate, or provide an ongoing fractional leadership function based on the client's needs.

ENGAGEMENTSWays to start

How do you want to start?

Assessment & Roadmap

Best for organizations that need to understand their gaps before committing to a larger engagement.

  • Financial and sales assessment
  • Process review
  • Systems review
  • Priority roadmap
  • Recommended next steps

Implementation Project

Best for organizations that know what needs to change and require hands-on implementation.

  • Defined project scope
  • Process and system design
  • Dashboard and model development
  • CRM or workflow implementation
  • Training and documentation

Ongoing Fractional Partnership

Best for organizations that need continued sales, CFO, finance-operations, or systems leadership.

  • Fractional sales-director support
  • Fractional CFO support
  • Bookkeeping and payroll operations
  • Forecasting and reporting
  • Management reviews and continuous improvement

Talk With a Partner →

PARTNER-LEDWho you work with

Who does the work?

Posio is a partner-led firm. Engagements are staffed by the partners themselves—no handoff to junior staff—combining senior sales leadership with senior financial leadership across small-business, multi-location, and portfolio environments.

Partner

Robert Posten

Growth and revenue leadership: sales strategy, lead-to-cash process design, CRM and pipeline systems, sales training, and business automation.

Partner

Dwayne Redmon

Financial leadership: budgeting, forecasting, cash management, reporting, internal controls, and executive decision support across multi-location operations.

More about the firm →

FAQStraight answers

What do owners usually ask?

What does Posio actually do?+
We act as an outsourced growth, finance, and business-operations partner. That means fractional sales leadership, fractional CFO services, bookkeeping and payroll operations, CRM systems, dashboards, and automation — delivered as one connected engagement instead of four separate vendors.
How is this different from hiring a consultant?+
We do not stop at recommendations. We diagnose, map the current state, prioritize the changes with the strongest impact, build the processes and systems, train your team, and stay involved to review results and improve the system as the business changes.
Do we have to buy everything at once?+
No. Most clients start with an Assessment & Roadmap, then choose an implementation project or an ongoing fractional partnership based on what the assessment finds.
Where does AI and automation fit?+
Where it improves accuracy, speed, consistency, or cost — and nowhere else. Automation is a tool we use inside a well-designed process. It is not the service. The service is stronger revenue execution and financial control.
Who is Posio the best fit for?+
Family offices, venture-capital firms and their portfolio companies; nonprofit organizations; and home-improvement and field-service companies. More broadly: organizations that need senior sales and financial leadership but are not ready to hire several full-time executives.
Will you work with our existing accountant, CPA, or tools?+
Yes. We work alongside your CPA and inside the systems you already use wherever they are serving you well, and we replace or connect the ones that are not.
What does "Grow with a CFO" mean?+
Sales leadership to create revenue. Financial leadership to protect it. Smarter systems to scale it. Most firms improve one department; Posio connects revenue and finance so they tell the same story.
Do you work outside California?+
Yes. Posio is California-based and works with organizations nationwide, on-site or remotely, depending on the engagement.
GET STARTEDOne short form

Let's talk. 30 minutes.

Tell us where the business is today. A partner reads every message personally and replies with an honest read on what we'd fix first.

01 Fill in six fields — under a minute
02 A partner replies within one business day
03 A 30-minute working call. No demo, no pitch deck

Rather see the gaps first? Take the free assessment →

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