Board-ready numbers every month. FP&A rigor every week.
Fractional CFO and finance operations partner for founder-led SMBs and growth-stage companies.
From chaos to cadence—close faster, see what matters sooner, act with confidence. Transform your finance operations in 90 days with a partner who delivers measurable results.
Finance services that drive results
From chaos to cadence—close faster, see what matters sooner, act with confidence.
Fractional CFO & Board-Ready Reporting
Monthly executive reporting that boards trust and investors value.
- Complete P&L, balance sheet, and cash flow statements
- Board presentations with executive-level insights
- Monthly management reporting and variance analysis
FP&A: Forecasting, Budget & Scenario Planning
Forward-looking financial models that drive strategic decisions.
- Capacity and CAPEX Planning
- Annual budget and quarterly updates with variance tracking
- Scenario modeling for growth, funding, and operational decisions
Cash Flow, Working Capital & Treasury
Optimize cash position and working capital efficiency.
- Rolling 13-week cash flow forecasts
- A/R and A/P optimization to improve working capital
- Banking relationships and treasury management
Pricing, Unit Economics & Margin Expansion
Instrument your business model for profitable growth.
- Unit economic modeling and cohort analysis
- Pricing strategy and margin improvement initiatives
- Customer lifetime value and payback analysis
Finance Systems & Automation
Modern finance tech stack that scales with your business.
- ERP selection and implementation (NetSuite, QuickBooks)
- BI dashboards and automated reporting (Power BI, Looker)
- Month-end close acceleration and process automation
AI-Powered Financial Modeling & Data Training
Advanced AI and machine learning solutions for financial forecasting and decision-making.
- Automated financial data monitoring
- Machine learning-powered budget variance analysis and insights
- AI consulting for business efficiency improvements
Our systematic approach
From financial chaos to operational cadence in 90 days. Every engagement follows our proven three-step methodology.
Assess
Deep dive into your current finance operations, systems, and reporting.
Key Deliverables
- Finance operations audit and gap analysis
- Systems assessment and data quality review
- 90-day improvement roadmap with quick wins
Align
Build finance infrastructure and reporting that matches your business needs.
Key Deliverables
- Monthly executive dashboard and KPI scorecard
- Board-ready financial reporting package
- Rolling 13-week cash flow model
Execute
Establish finance cadence and operating rhythms that drive accountability.
Key Deliverables
- Weekly finance team meetings and monthly close process
- Quarterly business reviews with forward-looking insights
- Ongoing system optimization and process automation