Valley CFO × Bloom
Welcome, Tim.
This is the private home for our partnership — the agreement, the work, the proof. Built so you can see exactly what you're paying for, every week.
The partnership
What we're building together
Bloom is engaged as Valley CFO's build partner across four cornerstones, with a shared spine. Tim drives sales. Aaron drives tax and client support. Bloom develops the ecosystem and technical rails — and ships visible proof every week.
Sales lane
Chuck Bauer AI sales-enablement, plus Harry as Tim's personal agent.
Tax + client-support lane
Learned's Hand for Aaron's tax-prep and client workflows, plus Ultron as Aaron's personal agent.
Ecosystem spine
Valley CFO Index + Oracle — the local-first memory and search layer across the partnership.
Marketing + outreach
Social agent and sales follow-up workflows running in shadow until approved for live use.
Step one
Independent Contractor Services Agreement
A $5,000/week flexible build retainer between Bloom Web Services, LLC and Valley CFO. Initial buildout is estimated at 4–6 weeks with weekly proof artifacts and two-week review points.
Agreement — full draft (PDF)
Review the full terms before signing.
Preparing your secure signing link — activates shortly.
Signed electronically through BloomSign with a tamper-evident audit trail. A copy lands in your inbox the moment both parties sign.
Your workspace
Where the work lives
One place to track everything we ship — no new app to learn, no login to remember. Bookmark these.
Your project board
Filtered to what's active this week, in progress, awaiting your review, and done. Every line item links to the actual work.
This week's status
Plain-English summary of where every cornerstone stands and what we're shipping next.
Ecosystem map
Visual map of the Valley CFO AI ecosystem — every tool, every owner, every connection.
Week one
What to expect right out of the gate
Current-stack audit (CRM, calendar, email, tax software, marketing tools).
Asset intake: pitch deck, tax-plan template, sample proposals, referral list.
Data boundary + security setup.
One visible proof artifact in your hands by end of week.
Kickoff scheduling link arrives with your signed agreement confirmation.