Our Services
Some challenges require more than financial leadership; they require building the right systems and processes across your organization. Our consulting services are designed to strengthen the infrastructure that supports your growth.
Your business deserves financial leadership that is strategic, proactive, and accessible. Our Fractional CFO services give you access to senior-level expertise without the expense of a full-time hire. We partner with leadership teams to provide clarity in decision-making, confidence in financial reporting, and foresight for long-term planning.
What we deliver:
Cash flow and working capital management
Budgeting and forecasting tailored to your growth trajectory
Investor and board reporting, presented in the language stakeholders expect
Financial modeling for fundraising, acquisitions, or expansion
Bank and lender relationship management
Our approach blends hands-on execution with strategic guidance — ensuring you have not only the numbers but also the narrative to back them up.
Fractional CFO Services
Automation & AI Enablement
Finance is evolving, and businesses that embrace automation and AI gain a critical edge. We help identify the right tools, implement them seamlessly, and ensure your team knows how to leverage them for maximum benefit.
What we deliver:
Assessment of current processes and bottlenecks
Sourcing and evaluation of automation and AI solutions
Implementation of AP/AR automation, expense management tools, and AI-driven forecasting
Integration of dashboards for real-time financial insights
Training and ongoing support for staff adoption
The result? Faster closes, fewer errors, lower costs, and a finance function that keeps up with your business — not the other way around.
Financial distress comes about slowly, and then all at once. The key to preserving stakeholder value is to act early and ensure the proper guardrails and controls are in place to allow you to steer back to calmer waters.
What we deliver:
Liquidity and cash flow analysis under stress conditions
Development of 13-week cash flow models
Cost restructuring and efficiency plans
Debt covenant review and management
A new and impartial review of financials and operations
Our turnaround work is proactive, pragmatic, and designed to buy time while creating stability. We don’t just deliver numbers — we deliver options that preserve your business’s future.
Not sure if you’re there yet? Reach out to discuss.
Turnaround Support
Every big decision your business makes has financial implications. Our advisory services ensure you have the insights, analysis, and perspective to make the right moves.
What we deliver:
Budgeting and scenario planning
Valuation models for acquisitions, investments, or exits
Deal structure support and due diligence
Stakeholder alignment and communication strategies
Long-term capital planning
We become a thought partner at the table — providing not only analysis but also the confidence to take decisive action.
Strategic Advisory
Behind every successful business is a reliable accounting backbone. We take on the responsibility of your day-to-day financial operations, ensuring accuracy, timeliness, and compliance across the board.
What we deliver:
Complete bookkeeping and monthly close process
Payroll, benefits, and compliance coordination
Streamlined expense management and approvals
Creation of reporting packages and KPI dashboards
Implementation and optimization of accounting systems (QuickBooks, NetSuite, Xero, etc.)
By professionalizing your accounting function, we help you eliminate inefficiencies, improve financial visibility, and prepare your company for lenders, investors, or acquirers.
Accounting & Financial Operations
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!