CFO-level stewardship from people who run finance at Top 100 and Platinum clubs, so your Board, GM and finance team decide with the full picture, not pieces of it.
Trusted by private clubs
“To protect and strengthen the financial future of private clubs and the communities they serve.”
Our purposeFinancially Astute Clubs
Also partnering: Broken Sound Club, Tulsa CC, Paradise Valley CC, Manhasset Bay YC, The Rose GC, Country Club of Jackson, Bocaire CC, Bear Lakes CC, Marrakesh CC, River Strand G&CC and Fredericksburg CC.
Most clubs don’t have a people problem. They have a visibility problem: a strong team still missing the layer that connects operations, finance and capital.
Operations, payroll, dues and capital sit in different systems, so nobody sees the whole club at once.
Committees wait on answers, second-guess forecasts and defer the big calls.
Invoices, member payments and reconciliations eat the month. Planning waits.
Without a long-range plan, big replacements arrive as special assessments.
From $500 / month
Club-branded month-end reporting for your GM/COO, Board, Finance Committee and department heads: dashboards, budget vs. actual, labor efficiency, membership and capital tracking, with the story behind the numbers.
Start with the free assessment
$8,625 one-time build
Retire the decade-old spreadsheet: one workbook with prior-year actuals by month, forecast and proposed budget, 52-week staffing guides, benchmarks, a Board package and a Member Town Hall presentation.
Start with the free assessment
From $8,625 / month
Not outsourced accounting. An embedded executive finance partner: Board and Finance Committee participation, scenario planning, capital funding advisory, liquidity oversight and mentorship for your Controller.
Start with the free assessment
From $8,625 / month
CFO-level coverage while you search, executive search through partner firm KK&W, then 100 days of onboarding, systems training and Board-cadence alignment for your new finance leader.
Start with the free assessment
Priced to your asset base
Know the real cost and useful life of every major asset, with engineering evaluation and 30-year cash-flow modeling, so replacements are funded before they’re due and special assessments become the exception.
Start with the free assessment
$10,000 · week on-site
Independent visibility into financial position, reporting integrity and risk, delivered as a 50+ page Stewardship Report. Qualifying clubs earn the trademarked Financially Astute Club accreditation.
Start with the free assessment
Every engagement works with Jonas, ClubEssential, Northstar or Cobalt.
Successful clubs are built on strong balance sheets, and on trust, communication and long-term stewardship. Our work blends technical precision with empathy for the staff and members who make the club what it is.
A 15-minute assessment across six dimensions of club financial leadership, built for Board members, GMs and finance leaders of any background. You get instant insight into where your club stands.
One of our partners walks through your results: the pillars where your club is strong, and the areas that need focus first. No slides, no pitch, just an honest read from someone who runs club finance today.
From a monthly reporting packet to a one-time budget build, an asset reserve study or ongoing fractional CFO leadership, scoped to your club and your budget, with pricing on the table.
Clear monthly reporting, a funded capital plan and members who understand the strategy. The kind of financial stewardship that lasts beyond any one Board or GM.
Also on the network: David Myers, CCM, CHAE, MBA, former CFO/Controller at Claremont Country Club, Woodfield Country Club and Trump International Golf Club.
“The role of finance in a private club is not simply to manage numbers. It is to protect culture, preserve legacy and strengthen the foundation for future generations.”
“The most successful clubs are not those that simply manage finances well, but those that steward their institutions wisely.”
“Financial stewardship is the foundation that allows clubs to care for both their people and their places.”
Complimentary
Fifteen minutes. Six dimensions. Instant insight into where your club stands.
No. Many clubs don’t have the budget for a full-time CFO, and that’s exactly who this is built for. Support can be as focused as a monthly reporting packet or a one-time budget build, or as broad as ongoing fractional CFO leadership.
No. The work supports your on-site team. It takes on the Board and Finance Committee projects, analysis and long-range planning the day-to-day never leaves room for, and it includes mentorship for Controllers and Staff Accountants.
Reporting packages and budget uploads are built for Jonas, ClubEssential, Northstar and Cobalt. The team also brings hands-on experience with systems such as Pacesetter, Beanworks and ClubSoft.
Board members, General Managers, CFOs and Controllers, and Finance Committee members, regardless of financial background. It takes about 15 minutes and covers six dimensions of club financial leadership.
It follows the Financial Health Evaluation. Your club is scored across the six stewardship pillars to produce a Financial Astuteness Index score. Clubs with qualifying results receive licensing rights to the trademarked Financially Astute Club accreditation for marketing, press and member communications.
Yes. CFO-level coverage backfills the role during the search, executive search runs through partner firm KK&W, and a structured 100-day engagement onboards your new hire on your systems, reporting and Board expectations.
Tell us what’s keeping your Board up at night. We’ll tell you honestly whether and how we can help.
