Fractional CFO Leadership Without the Full-Time Overhead

We help leadership teams make smarter, data-backed decisions by turning financial insight into action. Whether you’re setting next year’s plan or rethinking your strategy mid-year, our advisory services are designed to bring clarity, direction, and control.

📊 Budgeting

We build robust annual budgets grounded in internal performance, external benchmarks, and realistic assumptions. Our process helps align teams and resources to achieve financial goals — not just hit targets, but understand the path to get there.

📈 Forecasting

Need a clear view of the road ahead? We deliver quarterly, mid-year, and second-half forecasts that highlight profitability and cash flow projections against your original budget. This empowers CEOs and business leaders to course-correct early and stay on track.

🚀 Strategic Planning

We co-create 3-year financial roadmaps that align with your long-term business strategy. Think of it as a living document — something you revisit, refine, and rely on as the external landscape shifts. We make long-term thinking operational.

💰 Commercial Performance Optimization

We evaluate your sales channels, pricing strategies, resource allocation, and marketing ROI to assess overall commercial viability. From modeling new go-to-market strategies to refining pricing for margin growth, we help unlock revenue potential.

🏭 Operational Performance Review

Understand your true cost structure — not just COGS, but how procurement savings, inventory levels, and process changes impact margins, P&L, and cash flow. We dig deep to identify inefficiencies and cash flow opportunities across the value chain.

🔍 Ad Hoc Financial Deep Dives

When a part of the business isn’t performing, we dive in. From cost overruns to margin erosion, we analyze root causes and propose data-backed solutions with real impact.

🎯 Board & Investor Support

We help you tell your story in numbers. From preparing board decks to investor updates, we ensure your presentations are financially sound, visually clear, and strategically aligned — giving stakeholders the confidence they expect.

We take the day-to-day finance burden off your plate so you can focus on running the business. From bookkeeping to funding support, we bring structure, speed, and confidence to your core financial operations.

🧾 Bookkeeping & Close of Books

We ensure your financials are accurate, timely, and actionable. Whether it’s managing day-to-day transactions or completing month-end closes, we streamline your accounting process so you can trust the numbers.

🧠 Management Reporting & Dashboards

We create reports that go beyond compliance — they tell you what’s working, what’s not, and what to do next. Dashboards and visual insights help you monitor key KPIs and performance drivers in real time.

💼 Payroll Administration

We manage payroll workflows to ensure accurate, compliant, and timely payments — including benefits, tax withholdings, and reconciliations — so your team stays paid and your records stay clean.

🧮 Tax Compliance (State & Federal)

We coordinate with your CPA or tax advisor to ensure filings are timely and compliant across all jurisdictions. From sales tax to income tax, we help you stay ahead of deadlines and avoid surprises.

💸 13-Week Cash Flow Forecasting

We develop rolling 13-week cash flow models that help you anticipate short-term liquidity needs and optimize working capital. This is critical for managing growth, covering payroll, and navigating uncertainty with confidence.

🏦 Funding Support (VC, Banks, and Lenders)

We prepare investor-ready financials, forecasts, and data rooms to support fundraising conversations with venture capital, private equity, or banks. From pitch deck support to lender reporting, we help you put your best financial foot forward.

🔒 Internal Controls & Audit Readiness

We assess risk areas and implement practical controls that protect assets and strengthen governance. Whether you're preparing for an audit or just tightening up processes, we help you build a solid foundation.

Whether you're in between CFOs or facing a surge in financial complexity, we step in to lead with stability and strategic focus — from day one.

⏳ Interim CFO Leadership

When a key finance leader exits, we step in quickly to stabilize operations, oversee the team, and ensure continuity across reporting, compliance, and planning — until a permanent hire is in place.

🧠 Strategic Bandwidth for Existing Teams

Already have a CFO or controller? We take on time-consuming tasks like forecasting, cash flow modeling, or board prep — freeing up your leadership to focus on strategic priorities and growth.

📉 Crisis & Turnaround Support

Whether it’s navigating a cash crunch, a restructuring, or post-merger integration, we bring seasoned financial leadership to high-stakes situations where precision and calm execution are critical.

Coming soon