Services
We are the finance team you need, without the full-time commitment. Expert guidance that scales with your business - from compliance to strategy.
Strategic Financial Planning & Forecasting
Turn financial data into actionable strategy that drives profitable growth.
What you get:
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12-18 month cash flow forecasts
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Strategic budgets and KPI dashboards
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Scenario modeling for major decisions
Ideal for: Companies planning expansion or needing performance visibility.
Cash Flow Management
Know exactly where your cash is—and where it's going.
What you get:
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13-week rolling cash flow management and forecasting
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Accounts receivable optimization and collection strategies
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Payment timing and vendor management tactics
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Credit facility optimization and banking relationships
Ideal for: Businesses with complex payment terms or seasonal fluctuations
Finance Modernization
Build scalable financial systems that grow with your business
What you get:
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Financial process assessment and optimization roadmap
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Chart of accounts restructuring for better reporting
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Automated reporting and financial policy documentation
Ideal for: Companies outgrowing spreadsheets or facing long close cycles.
Revenue Recognition & Compliance
Stay compliant with ASC 606 without the headaches.
What you get:
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Revenue policy development
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Contract and performance obligation analysis
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Subscription revenue optimization
Ideal for: SaaS companies, businesses with complex contracts, or those with multiple revenue streams
Audit Preparation & Support
Navigate audits with confidence and efficiency
What you get:
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Pre-audit readiness assessments
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PBC preparation and audit response management
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Issue resolution before auditors arrive
Ideal for: First-time audits or companies wanting smoother annual reviews.
Interim Financial Leadership
Senior financial expertise without full-time cost.
What you get:
- Fractional finance director, controller, or manager coverage
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Strategic guidance and implementation
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Team mentoring, development, or handoff planning
Available roles: Interim Finance Director, Controller or Accounting Manager, Financial Analyst or FP&A Manager, Project leads
Ideal for: Leadership transitions, rapid growth phases, or special projects.