Our Services 

At Castle HQ, we provide expert CFO services designed to help small and medium-sized businesses grow more profitable, efficient, and financially confident. We specialize in translating complex financial data into clear, actionable strategies so you can run your business with confidence and grow it without the chaos.

Monthly CFO Advisory Service

You don’t need to be a financial expert to grow your business, you just need the right partner. Our core offering is a monthly CFO partnership tailored to your business needs. Each month, you’ll meet with your dedicated CFO (Mando Castillo) for a comprehensive review and strategic planning session. Here’s what you’ll get:

  • Profit & Cash Flow Target Setting
    We start by understanding your business goals and set customized profit and cash flow targets aligned with your vision.

  • Business Assessment
    We analyze your financials and operations to identify what’s driving performance and what’s holding you back.

  • Business Scorecard
    Receive a simple, one-page dashboard that highlights your key financial metrics showing what’s working and what needs attention.

  • Action Plan
    A focused list of priority steps designed to keep you on track to hit your profit and cash flow goals.

  • Unlimited Access
    You can reach out anytime during business hours for advice, questions, or support your CFO is just a call, text, or email away.

Strategic Financial Guidance

Whether you're dealing with cash flow surprises, messy reporting, or inefficiencies costing you time and money—we help simplify and improve the systems behind the scenes. Castle HQ provides expert support across essential financial and operational areas, including:

  • Cash flow management and optimization

  • Financial reporting and analysis

  • Operational process improvements

Simple, Transparent Pricing

We offer one flat monthly fee for our comprehensive CFO advisory service. This includes all meetings, analysis, reporting, action plans, and unlimited access with no setup fees, no contracts, and the flexibility to cancel anytime.

Who We Help

Our clients come from a wide range of industries including construction, engineering, real estate, and professional services. We serve:

  • Entrepreneurs and startups building solid financial foundations

  • Growing companies managing increased complexity and scaling operations

  • Businesses facing cash flow challenges or operational hurdles

  • Owners preparing for business sale or capital raising

Ready to Grow with Confidence?

At Castle HQ, we partner with you to bring clarity, focus, and financial leadership to your business — helping you unlock growth and profitability on your terms.

Schedule a free consultation today to learn how we can help you take your business to the next level.

FAQs

What does Castle HQ do?

In short, we’re your business’s financial co-pilot. Castle HQ offers outsourced CFO services for small and mid-sized businesses. We help you actually understand your numbers (no jargon required), set smart goals for profit and cash flow, and offer ongoing strategic guidance—so you can grow your business without losing sleep over spreadsheets.

What can I expect from working with Castle HQ?

You’ll have your own CFO—minus the full-time salary. We’ll meet monthly to walk through your financials, figure out what’s working (and what’s... let’s say “less awesome”), and put together a plan to boost profits and cash flow. And if you have questions between meetings? Reach out anytime during business hours—we don’t ghost.

What’s included in your CFO service?

Our flat-fee CFO service includes everything you need to feel in control of your business finances:

  • Profit & cash flow goals (aka: “let’s make more and keep more”)

  • Monthly business check-ins

  • Scoreboard: a visual summary of what’s going well—and what needs love

  • Monthly action plan with bite-sized priorities

  • Unlimited CFO support (without the eye-watering invoice)

No contracts. No setup fees. No drama. Cancel anytime.

How much does it cost?

One flat monthly fee covers all the good stuff—planning, monthly strategy calls, ongoing analysis, and unlimited support. No surprise fees. No fine print. No CFO breaking your budget.

Is my business too small to need a CFO?

Nope. If you’re making money (or trying to), you can benefit from CFO-level insight. You don’t need millions in revenue—you need someone who actually understands the numbers and your goals. Whether you're growing fast, hitting a wall, or just want to feel more confident with your finances, we’re here for it. We’ll even help you decide if our full service or a one-time session makes the most sense—no pressure.

 How do I get started?

Easy—just book a free consultation (AKA Right Fit Call) below. We’ll chat about your business goals, where things stand, and whether we’re a good fit. Worst case? You leave with a few ideas. Best case? You get a financial partner who actually gets it.

“We weren’t in crisis—we were growing. But the numbers were getting more complex, and we knew we needed real strategy behind our decisions. Mando brought structure, insight, and a steady hand. With Castle HQ, we finally have a financial partner who thinks like we do: long-term.”

— Dickey Shrum, TLC Carpet Cleaning

Let’s Talk About Your Business

A quick, no-pressure chat to see where you stand—and where you could be.