The Service Shelf · Silver Springs, FL

Marlstone

Three instruments. One steady monthly tide. Priced by the work it takes.

See the engagements Chart the runway

What You Hire

Screenprint of a cash-flow model laid out on gridded paper with pen and calculator

The Finance Seat, For A Fraction Of The Week

You do not need a full-time CFO yet. You need one week a month — reading the numbers, pressing on the model, carrying the board deck. That week is what Marlstone sells.

Everything below runs month to month, actuals in, board-ready out. No long contracts. No retainer that outlives its use.

Jump to the prices

The Three Instruments

Each One Earns Its Place Before It Earns A Price

01

Cash-Flow Forecasting

We map the water line.
Thirteen weeks out, read week by week —
where cash crests, where it dips.

from $2,850 / month

What lands on your desk

  • A rolling 13-week model built on your own actuals
  • The day you must not miss, flagged before it arrives
  • A monthly reconciliation review and one working session
02

Fundraising Models

The story told in rows.
A model investors can push on
and still find standing.

from $9,200 / raise

What lands on your desk

  • A full operating model with base, lean, and reach scenarios
  • Data room assembled, reviewed, and defended
  • An investor metrics narrative — kept honest, kept current to close
03

Board-Ready Reporting

Each month, one clear page.
The metrics that move the room,
drafted before the meeting.

in the Climb engagement

What lands on your desk

  • A monthly board pack — one page that says the true thing
  • Budget versus actuals, with the variance explained in plain words
  • The finance section of the deck, drafted before you ask

The Engagements

Priced By The Work, Not The Payroll

Three ways to bring a CFO alongside. Each runs month to month, actuals in, board-ready out. Step away on thirty days’ notice — models and files in hand.

Entry

The Forecast

$2,850 / month

For founders who need the water line.

  • 13-week cash-flow forecast
  • Monthly reconciliation review
  • One working session a month
Start with the Forecast
Most picked

Core

The Climb

$5,400 / month

A seat at the table, every month.

  • Everything in the Forecast
  • Monthly board-ready report pack
  • Fundraising model, kept current
  • Two sessions a month
Book the Climb

Per raise

The Raise

$9,200 / engagement

From first deck to the day it closes.

  • Full fundraising model + scenarios
  • Data room assembly & review
  • Investor-ready metrics narrative
  • Through close, however long it runs
Open a Raise

Added To Any Engagement

Small Work, Priced Plainly

Pieces that bolt onto a monthly seat, or stand alone when that is all you need.

  1. Monthly investor update, drafted

    The numbers paragraph your investors actually read — written, not copied from the deck.

    $650 / month

  2. Budget vs. actuals deep-dive

    A one-off teardown of where the plan and the bank disagree, with the reasons named.

    $1,100

  3. 409A valuation coordination

    We assemble the inputs and shepherd the provider — you sign, we handle the rest.

    from $1,450

  4. Board deck finance section

    Three to five slides that carry the finance story into any meeting, built per sitting.

    $900 / meeting

  5. Diligence sprint

    A focused two-week push to get the house in order before a term sheet lands.

    from $4,800

Where our hands stop

We sit above the books, not inside them. Day-to-day bookkeeping, tax filing, and formal audit stay with your bookkeeper and your accountant — we read their work, press on it, and turn it toward the board. If you need those seats filled, we’ll point you to people we trust.

Begin

A First Conversation Costs Nothing But An Hour

Let’s chart the runway

Tell us where the money sits and where it’s heading. We’ll read it back to you — plainly — within the week, and tell you which engagement fits.

Hours

Mon–Fri 11am–6pm

Evenings by appointment

Email

practice@marlstoneworks.com

The office

3926 NE 67th Ter
Silver Springs, FL 34488

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