Mason Levey
Fractional CFO
Your revenue is growing. So why does it feel like you're broke?
Fractional CFO for founder-led businesses. I spent 15 years building, funding, and selling my own company. Now I help founders get profitable, cash-flow positive, and in control of their numbers.
20+
Locations
Scaled my own company, Y7, from one room to a national brand
VC + PE
Raised as the founder, not the banker
Founder to Exit
Took Y7 from first location through acquisition
15
Years
In the operator's seat, not the back office
Sound familiar?
Where did the cash go?
Sales are up, but the bank account never seems to reflect it. Every month feels tighter than it should.
Your books are always behind.
You get financials 3 weeks after month-end, too late to do anything about them. They're a rearview mirror, not a windshield.
You're making big decisions on gut.
Hiring, new locations, inventory buys, ad spend. Million-dollar calls with no model behind them.
Your bookkeeper closes the books. Nobody reads them.
You have accounting. What you don't have is someone turning the numbers into decisions.
What I actually do
I plug into your business as a fractional CFO, without the full-time expense. Here's what that looks like:
- 01
Clean up the books
A chart of accounts that reflects how your business runs, a fast monthly close, and financials you'd show an investor.
- 02
Install KPIs and reporting
The 5 to 10 numbers that run your business, in a dashboard you'll actually use weekly, not a 40-tab spreadsheet.
- 03
Build the cash flow forecast
A rolling 13-week forecast so you see the crunch a quarter out, not a week out.
- 04
Get you profitable and cash-flow positive
We find where money is leaking (pricing, margins, vendor costs, payroll load) and build the path to a business that funds itself.
- 05
Sit in your corner for the big calls
Fundraising, hiring, expansion, exits. I've raised VC and PE and sold a company. I know what the other side of the table looks for.
What an engagement includes
Not vibes. A working finance function.
The Foundation
- Clean books and a fast monthly close
- Chart of accounts built around how you operate
- Plain-English CFO report every month
The Rhythm
- Recurring CFO strategy calls
- Rolling 13-week cash flow forecast, updated weekly
- KPI dashboard reviewed together
- Financial scenario planning for the decisions ahead
The Access
- Direct line to me between calls
- Async support for the decisions that can't wait
- Deal support when it counts: fundraising, big purchases, exits
- Vetted network for tax, legal, and lending specialists
Engagements are scoped to your business on the call.
What founders say
Real operators. Real outcomes.
“Very quickly, Mason understood where the opportunities were for us. His no-BS attitude and fast launch to find truth allowed my company to implement a shifted strategy very fast. Post-strategy shift, he helped us build a monthly meeting cadence that kept everyone up to speed on the numbers that mattered most.”
Erik Anders Lang
CEO and Founder, Random Golf Club
What this looks like in practice
Real engagements. Real numbers.
Profitable in 90 Days
Problem: An e-commerce lifestyle brand was losing money with too many SKUs, cash-basis books, and no budgets, KPIs, or way to analyze financial performance.
Solution: A full financial teardown, a product and inventory strategy focused on core SKUs, budgets and KPIs installed, and a monthly financial review with a clear plan to profitability.
90
days to profitability
E-commerce lifestyle brand
3x Monthly Revenue in Under 4 Months
Problem: A med spa opening its flagship location had cash-basis books, no view of which service lines made money, and no cash flow management at all.
Solution: Rebuilt the books on accrual accounting with P&Ls by location and class, separating corporate overhead from four-wall economics. Installed a live 13-week cash flow forecast, restructured pricing, and built offers designed to drive cash inflows.
$100K → $300K
monthly revenue run rate
Multi-location med spa
Finance should be proactive. Not reactive
Most founders get finance as a report on the past, delivered too late to matter. Your numbers should tell you what's coming, what to do next, and what it costs to wait. That's what I build.
Who this is for
Founder-led businesses doing $1M to $30M that have outgrown bookkeeping but aren't ready for a $300K CFO.
DTC & E-commerce
- Inventory planning
- Margin by SKU
- CAC and LTV
- Channel profitability
- Cash conversion cycle
Brick & Mortar
- Location-level P&Ls
- Unit economics
- Labor and lease decisions
- Expansion modeling
Services & Beyond
- Pricing and utilization
- Client profitability
- Recurring revenue
- Scaling the team
How it works
Step 1
The Strategy Call
We walk through your business and your numbers. You'll leave with a clear read on what to fix first.
Step 2
The Plan
A scoped engagement: what we fix, in what order, and what it costs.
Step 3
The Work
Books cleaned, forecast live, KPIs installed, and a monthly rhythm where finance leads instead of lags.
The operator behind the numbers
I'm Mason Levey. I co-founded Y7 Studio and spent 15 years building it: from the first location to 20+ studios, through venture capital, private equity, and an acquisition. I've hired and fired, signed leases, made payroll in hard months, and pitched the other side of the table.
When I look at your numbers, I see the decisions behind them, because I've made those decisions with my own money on the line. Now I do the finance work I wish I'd had earlier: proactive, decision-driving, founder-first.
Quick answers
See the crunch coming. And the upside
Book a 30-minute strategy call. Bring your messiest question. I'll bring 15 years of operator scar tissue.