SERVICES OVERVIEW

We provide advisory-led financial services designed for founders who need clarity to make decisions, not just reports to review.

Our work combines controller-level execution with CFO-level insight and is delivered through structured, ongoing engagements.

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Financial Foundation & Control

Purpose: Establish trust in the numbers and eliminate noise.

This phase is about creating a reliable financial foundation that allows for meaningful analysis and decision-making.

Scope Includes:

Clean, accurate monthly closes

Chart of accounts aligned to decision needs

Cash flow normalization

Workflow automation and system cleanup

Reporting that reflects economic reality

Outcome:
Founders stop questioning the numbers and start using them.

Example:
A $3.5M service business came to us with “clean” books but no confidence in profitability. After restructuring their chart of accounts and reporting, we uncovered margin leakage across service lines and improved EBITDA by 18% without revenue growth.

Strategic Financial Intelligence

Purpose: Turn financials into decision tools.

This phase focuses on helping founders understand what’s actually happening inside the business — and what choices the numbers support.

Scope Includes:

12–18 month cash flow forecasting

Profitability by service, client, or entity

Capacity and utilization analysis

Scenario modeling for hiring, pricing, or expansion

Budget vs. actual analysis with context

Outcome:
Decisions feel calmer, faster, and less emotional.

Example:
A consulting firm considering aggressive hiring used scenario modeling to realize cash would tighten faster than expected. They adjusted timing and preserved liquidity while still hitting growth targets.

Fractional CFO & Advisory

Purpose: Provide leadership-level financial guidance.

This is ongoing advisory support for founders navigating growth, acquisitions, capital raises, or exit preparation.

Scope Includes:

Strategic decision support

Board and investor-ready reporting

Capital structure and debt analysis

Acquisition modeling and integration planning

Exit-quality financial preparation

Outcome:
The business becomes easier to run — and more valuable as an asset.

Example:
An acquisition entrepreneur inheriting disorganized financials stabilized cash flow within 90 days, implemented lender-grade reporting, and regained confidence in post-acquisition decision-making.