MISTRAL
Financial  ·  Know Your Direction

Senior-level financial leadership for small businesses, startups, and non-profits — without the cost of a full-time CFO.

~90%
of small businesses lack dedicated financial oversight
$150K+
average annual cost of a full-time CFO
$1,500
Mistral Starter — from per month
30 min
free discovery call, no commitment
Who We Serve
Built for Organizations
That Are Growing
We specialize in small businesses, startups, and non-profits who need real financial leadership — not just a bookkeeper.
🚀

Early-Stage Startups

Clean books from day one, investor-ready financials, and cash flow management during your most critical growth phase.

🏢

Small Businesses

Monthly P&L, strategic budget reviews, and a financial partner who understands your industry and your numbers.

📈

Growing Companies

As your business scales, your financial complexity grows with it. We help you stay ahead of it — not catch up to it.

🤝

Owner-Led Businesses

You're the expert in your business. We're the expert in your numbers — so you can focus on the work that only you can do.

How It Works
Up and Running in Days
No long onboarding. No bureaucracy. We plug in fast and start delivering value immediately.
01

Free Discovery Call

30 minutes to understand your business, your numbers, and what you need most right now.

02

Financial Health Audit

We review your existing books and deliver a clear findings summary — at no cost.

03

Choose Your Tier

Pick the service level that fits your stage and budget. Month-to-month, no long-term contracts required.

04

Ongoing Partnership

Monthly reports, strategy calls, and a financial partner who's always in your corner.

"
We finally understand our numbers. Mistral Financial gave us the clarity to make real decisions — and the confidence to grow.
— Small Business Owner
Take the First Step

Ready to Know Your Direction?

Book a free 30-minute discovery call. No pressure, no commitment — just clarity.

Services & Pricing

Starter
$1,500/mo
Foundations
Growth
$3,000/mo
Strategy & Leadership
Fractional CFO
$5,000/mo
Full Financial Leadership
Core Financial Operations
Monthly bookkeeping & reconciliation
Monthly financial statement
Cash flow report & 30-day forward look
QuickBooks Online management
Strategy call MonthlyWeeklyWeekly
Planning & Analysis
Budget vs. actual analysis
KPI dashboard & financial scorecard
Grant & funding application support
Board & investor presentations
Vendor & contract review
CFO-Level Services
Multi-year financial forecasting
Fundraising & capital raise support
Lender & investor relations
Multi-entity accounting
Dedicated CFO hours Up to 20/mo

All engagements are month-to-month. Custom scopes available — reach out to discuss.

Not Sure Where to Start?

Let's Figure It Out Together

A free 30-minute call is all it takes.

Our Story

About Mistral Financial

Financial clarity shouldn't be reserved for businesses big enough to afford a full-time CFO.

MISTRAL
Financial  ·  Know Your Direction
The Founder

Hi, I'm Jake.

I started Mistral Financial because I kept seeing the same problem: small businesses, startups, and non-profits making critical decisions with incomplete or inaccurate financial information — not because they didn't care, but because they simply didn't have the right support.

I built Mistral Financial to change that. With a hands-on advisory approach and modern financial tools, I deliver the kind of financial clarity that used to cost $150,000 a year — for a fraction of that.

Whether you're a new non-profit navigating fund accounting for the first time, a startup trying to make your runway last, or a small business owner who just wants to understand your numbers — I'm here for that conversation.

Clarity First Plain-English reports and real conversations — no jargon, no confusion.
Partnership, Not Transactions I'm invested in your success, not just your invoice.
Proactive, Not Reactive I don't wait for month-end to flag a problem. If something needs attention, you'll hear from me first.
Our Purpose

The Mission

To democratize access to senior financial leadership — so that every organization, regardless of size, has the clarity, compliance, and strategic insight needed to grow with confidence.

Differentiators
What Makes Us Different
📊

Industry-Specific Knowledge

Deep expertise in non-profit accounting, healthcare finance, and small business operations.

Fast, Efficient Delivery

Modern tools mean less time on data entry and more time on the analysis and strategy that actually moves your business forward.

📋

Flat-Rate, No Surprises

No hourly billing. You always know exactly what you're paying and exactly what you're getting.

🔓

Month-to-Month Flexibility

No long-term contracts. We earn your business every single month by delivering real value.

Let's Connect

Let's Talk About Your Finances

A 30-minute call costs you nothing. It could change everything.

Reach Out

Get in Touch

Book a free discovery call or send a message. We'll respond within one business day.

Contact Information

Email jake@mistralfinancial.com
📍
Location Minnesota — serving clients nationwide
Response Time Within 1 business day

Common Questions

Is there a long-term contract?
No. All engagements are month-to-month. Cancel anytime with 30 days notice.
What software do you use?
We primarily work in QuickBooks Online and can work within your existing setup.
Do you work with non-profits?
Yes — non-profit accounting (FASB ASC 958, Form 990, fund accounting) is a core specialty.
What happens on the discovery call?
We talk about your business, your current financial setup, and your biggest pain points. Zero pressure.

Send a Message

We'll get back to you within one business day.
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