Posio gives small and founder-led businesses CFO-level finance on a recurring cadence — cash-flow forecasting, budgets, margin analysis, and the reporting leadership actually runs the business on. Led by Dwayne Redmon, 30+ years of CFO-level finance, including VP of Finance for the Golden State Warriors and Atlanta Hawks.
Most small businesses do not have a finance problem. They have a visibility problem. These are the signals we hear before an engagement starts:
Nine responsibilities, delivered on a fixed cadence so the numbers are ready before the decision is.
A rolling 13-week and annual view of cash in, cash out, and the gaps before they hit.
An annual budget that gets updated against reality every month instead of filed away.
Profitability by service, job, location, and customer — so pricing is a decision, not a habit.
The handful of numbers leadership should see weekly, in one place, tied to the general ledger.
What a new hire, new location, or price change does to cash and margin before you commit.
Clean, timely financials — with the bookkeeping team held to a close calendar.
Approval limits, segregation of duties, contract review, and audit-ready documentation.
Reporting packages banks, boards, family offices, and VC sponsors expect to receive.
A standing review where the numbers turn into decisions about hiring, spend, and price.
Big enough that finance decisions carry real risk, not big enough to justify a full-time CFO.
Performance and cash need to be compared across locations from one consistent model.
Sponsor-grade reporting and controls without hiring an executive at each portfolio company.
Clean books, defensible margins, and a forecast a buyer or lender will actually trust.
An experienced CFO working with your business part-time. You get forecasting, budgeting, margin analysis, and board-level reporting on a recurring cadence — without a full-time executive salary.
Engagements are priced on scope and cadence, and typically cost a fraction of a full-time CFO salary plus benefits. We scope it after a short assessment so the fee matches the work.
When cash is managed from the bank balance, financials are late, hiring and pricing are decided on instinct, or a lender, board, or investor is asking for reporting you do not have.
A bookkeeper records what happened and an accountant files it. A CFO uses those numbers to plan forward. Posio can run both — bookkeeping and payroll under the same roof.
Posio is two partners in one engagement. Dwayne Redmon brings 30+ years of CFO-level finance. Robert Posten brings 25+ years in sales, business development, and revenue operations. That is why the CFO work connects to the revenue work — from lead to cash, and from cash to scale.
Start with the assessment. We will show you where cash, margin, and reporting are costing you decisions — and what a CFO would fix first.