Services
We help growing businesses gain the financial clarity to understand today, the control to operate efficiently, and the confidence to move boldly into what's next. Our strategic finance solutions are designed for companies that have outgrown basic bookkeeping but aren't ready for a full-time CFO—businesses with complex operations, multiple revenue streams, or ambitious growth plans that require senior financial expertise.
Strategic Financial Planning & Forecasting
See around corners with forward-looking financial strategy
Transform your financial data into a roadmap for growth. We develop comprehensive forecasting models, scenario planning, and strategic budgets that help you anticipate challenges and capitalize on opportunities before they become obvious to your competition.
What you get:
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Rolling 12-18 month cash flow forecasts
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Strategic budget development and variance analysis
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Scenario planning for growth, contraction, and market changes
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KPI development and performance dashboards
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Board-ready financial presentations
Ideal for: Companies preparing for growth phases, navigating market transitions, or managing complex financial operations
Cash Flow Optimization & Management
Turn cash flow uncertainty into predictable growth fuel
Cash flow challenges kill more growing businesses than lack of demand. We implement systems and strategies that optimize your working capital, improve collection processes, and ensure you always know where your cash stands—and where it's going.
What you get:
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13-week rolling cash flow management
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Accounts receivable optimization
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Payment timing and vendor management strategies
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Credit facility optimization and banking relationships
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Cash flow forecasting and monitoring systems
Ideal for: Companies with complex payment terms, multi-division operations, or seasonal business fluctuations
Financial Infrastructure & Operations
Build scalable financial systems that grow with your business
Growing companies often outgrow their financial processes before they realize it. We assess your current financial operations and implement streamlined processes, technology solutions, and controls that can handle your next phase of growth.
What you get:
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Financial process assessment and optimization
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Chart of accounts restructuring for growth
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Month-end close acceleration (typically 50% time reduction)
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Management reporting and dashboard implementation
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Financial policies and procedures documentation
Ideal for: Companies outgrowing current processes, preparing for investment, or managing operational complexity
Revenue Recognition & Compliance
Ensure accurate revenue reporting that investors and stakeholders trust
Complex revenue streams require expert guidance to ensure compliance and optimize financial reporting. We help growing businesses implement robust revenue recognition processes that satisfy auditors, investors, and regulatory requirements while providing clear insights into business performance.
What you get:
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ASC 606 compliance assessment and implementation
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Revenue recognition policy development
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Contract review and performance obligation analysis
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Subscription and recurring revenue optimization
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Revenue forecasting and pipeline management
Ideal for: SaaS companies, businesses with complex contracts, companies preparing for investment, or those with multiple revenue streams
Audit Preparation & Support
Navigate audits with confidence and efficiency
Annual audits don't have to be stressful, time-consuming ordeals. We help growing businesses prepare for and manage their audit process, ensuring smooth execution while your team stays focused on day-to-day operations.
What you get:
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Comprehensive audit preparation and documentation
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Process optimization to reduce audit timelines
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Support request coordination and response management
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Issue identification and resolution before auditors arrive
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Management letter response and implementation planning
Ideal for: Companies facing their first formal audit, experiencing audit challenges, or wanting to streamline their annual process
Interim Financial Leadership
Expert financial leadership when you need it mostency
Whether you're between hires, managing a transition, or need senior financial expertise for a specific project, our interim leadership services provide immediate impact without the long-term commitment of a full-time hire.
Available roles:
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Interim CFO or Finance Director
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Controller or Accounting Manager
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Financial Analyst or FP&A Manager
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Project-specific financial leadership
What you get:
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Immediate senior-level expertise
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Continuity during transitions
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Strategic guidance and implementation
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Team mentoring and development
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Smooth handoff to permanent hires
Ideal for: Leadership transitions, rapid growth phases, special projects, or businesses needing immediate senior financial expertise
Audit Preparation & Support
Navigate audits with confidence and efficiency
Annual audits don't have to be stressful, time-consuming ordeals. We help growing businesses prepare for and manage their audit process, ensuring smooth execution while your team stays focused on day-to-day operations.
What you get:
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Comprehensive audit preparation and documentation
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Process optimization to reduce audit timelines
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Support request coordination and response management
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Issue identification and resolution before auditors arrive
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Management letter response and implementation planning
Ideal for: Companies facing their first formal audit, experiencing audit challenges, or wanting to streamline their annual process
Growth Strategy & Transaction Support
Financial Guidance for your biggest decisions
When facing major business decisions—fundraising, acquisitions, new market entry, or strategic partnerships—having experienced financial guidance can make the difference between success and costly mistakes.
What you get:
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Due diligence preparation and support
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Financial modeling for strategic decisions
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Fundraising preparation and investor presentations
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Acquisition analysis and integration planning
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Market expansion financial planning
Ideal for: Companies considering major strategic moves, preparing for investment rounds, or evaluating growth opportunities
How We Work
**Discovery & Assessment (1-2 weeks)**
We start by understanding your business, current financial processes, and strategic goals. This assessment identifies immediate opportunities and long-term strategic needs.
**Implementation & Optimization (4-12 weeks)**
We implement solutions, train your team, and optimize processes for maximum impact. Timeline depends on project scope, but you'll see improvements in clarity and control within the first month.
**Ongoing Partnership**
Whether through regular strategic sessions or project-based engagements, we remain your trusted financial partner as you scale and face new challenges.
Investment
Our engagements are customized based on scope, complexity, and timeline. We offer both project-based work and ongoing fractional arrangements designed to deliver maximum value for your specific needs and budget.
Ready to gain financial clarity for your next phase of growth?
Every growing business faces unique financial challenges. Let's discuss how we can help you see around corners and build the financial foundation for sustainable success.