Now accepting new clients this month
Interim Engagements

Short, high-impact work for owners who need clarity now.

Real strategy. Real action. No long-term commitment. I take on a limited number of businesses each month for focused engagements designed to give owners clarity and momentum — without the open-ended retainer.

Investment $1,499 per engagement
Format Prep · 90-min session · 90 days support
Availability Limited spots each month

Why interim?

Most business owners don't need a full-time CFO or a 12-month retainer. They need someone sharp to look at their numbers, tell them the truth, and help them move.

As a CPA and licensed real estate broker with 15+ years of experience, I bring the full picture: financial rigor, deal-side perspective, and strategy you can act on Monday morning. Each engagement is built around a real outcome — not billable hours.

Why not just ask AI?

AI is great at answering questions. It's not great at seeing your business. It can't sit across from you, read your hesitation when we talk about a number, or push back when your story doesn't match your spreadsheet. It can't pull on 15 years of CPA and CRE experience to spot what your financials are really telling you.

And here's the bigger thing: most people who turn to AI for business advice get a thoughtful answer, nod, close the tab, and never do anything with it. There's no accountability, no follow-through, no human looking you in the eye and saying "this is what we're doing first, and I'll check in on Tuesday."

That's what you're paying for here. Real human insight, real action, real follow-up.

Who This Is For

Built for owners in the messy middle.

My sweet spot is small to mid-sized businesses doing $1M to $10M in revenue — owners who are past the scrappy startup phase but not yet running with a full executive bench. You've outgrown the bookkeeper-only setup, you're making real decisions with real dollars at stake, and you need someone who can sit across from you, look at your numbers, and tell you the truth.

This is built for you if
  • You're a business owner doing $1M–$10M in annual revenue
  • You make financial decisions yourself (or with a small leadership team) and want a strategic thinking partner, not another vendor
  • You want clarity and action — not a 40-page report you'll never read
  • You're considering a major decision: investing in real estate, hiring, restructuring, or planning your next stage of growth
  • You appreciate direct, honest input — including when the numbers don't work
This probably isn't the right fit if
  • You need ongoing bookkeeping, tax prep, or controller-level day-to-day work. This engagement is built for strategic work, not ongoing operations — but I can point you to people who handle these well
  • You're a business over $10M in revenue with a complex finance team already in place (your needs likely call for a different scope of engagement)
  • You're looking for someone to validate decisions you've already made
  • You want a long-term retainer without a defined outcome

If you're not sure whether you're a fit, send me a note. I'll tell you honestly — and if it's not me, I likely know someone who is.

Three ways to work with me

Pick the engagement that fits where you are right now. Each is priced flat at $1,499.

01

The 10-Point Business & Financial Health Check

For owners who want to know exactly where they stand.

A complete review of your financial and operational health across ten key indicators. I dig into your financials, identify what's working, what's leaking, and where the real opportunities are — then deliver clear recommendations and a prioritized action plan you can execute.

  • Full review of your financial statements and key business metrics
  • Written 10-point assessment with findings and recommendations
  • 90-minute strategy meeting to walk through results and next steps
  • 90 days of follow-up email support
Flat fee
$1,499
All prep, the working session, and 90 days of support included.
Book this engagement
02

Real Estate Investment Readiness

For business owners ready to put their capital to work.

Considering real estate but not sure if your business and personal finances are positioned for it? I review your full financial picture, assess your readiness, and guide you through the structure, financing options, and decision points — so you move forward with confidence instead of guesswork.

  • Financial readiness assessment for real estate investment
  • Review of acquisition structures and financing pathways
  • Personalized roadmap with recommended next steps
  • 90-minute strategy meeting and 90 days of email support
Flat fee
$1,499
CPA & licensed CRE broker — both perspectives in one engagement.
Book this engagement
03

Cash Flow Forecast & Budget Build

For owners who need to see what's coming — and plan for it.

A custom-built cash flow forecast and operating budget for your business. I work directly from your numbers to build a forward-looking model that shows where you'll be in 30, 60, 90 days and beyond — so you can make confident decisions on hiring, spending, and growth.

  • Custom cash flow forecast and operating budget tailored to your business
  • Scenario planning for key decisions
  • 90-minute strategy meeting to review and refine
  • 90 days of follow-up email support
Add-Ons

Want more after we wrap?

Most engagements stand on their own. But if you want a structured check-in, additional advisory time, or a second working session — these are available to any current or recent client.

$350

Follow-Up Strategy Session

A focused 60-minute working session within your 90-day support window. Ideal for reviewing progress, troubleshooting, or pressure-testing a decision before you act on it.

$300/hr

Additional Advisory Time

Hourly availability after your 90-day support window closes. For owners who need ongoing input without committing to a retainer.

$750

Extended 90-Day Support

Another 90 days of email support plus one 60-minute working session. A natural continuation if your project keeps unfolding.

How it works

i.

Reach out

Send me a quick note about your business and which engagement fits. I'll confirm if a spot is available.

ii.

Share your numbers

You send the documents I need. I prep behind the scenes — financials, models, the real work.

iii.

90-minute session

We meet, walk through findings, and align on the action plan. Direct, honest, and built for your business.

iv.

90 days of support

Questions come up after we meet. I'm available by email for the next 90 days as you put it into motion.

Ready to take the next step?

I take on a limited number of businesses each month. Once the spots are filled, the next opening is the following month.

Schedule a call →
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Briana Rae Mathias, CPA & CRE Broker
About
Services
Blog
Kelly Right Real Estate Agent
Contact Me
Briana Rae Mathias, CPA & CRE Broker
About
Services
Blog
Kelly Right Real Estate Agent
Contact Me
About
Services
Blog
Kelly Right Real Estate Agent
Contact Me

Briana Rae Mathias, Broker + CPA

bmathias@kellyright.com

(503)317-5171

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