We provide strategic finance leadership for organizations that want decision-grade visibility: forecasting, cash discipline, margin clarity, KPI operating rhythm, and executive-ready reporting that drives action—not just month-end commentary.

We do not provide bookkeeping, transaction processing, AP/AR management, payroll processing, tax preparation/filing, or “finance department” coverage. If you need those functions, we will refer you to trusted partners and then plug in once the foundation is solid.

Founder-led businesses (often in the $2M–$10M range) and mission-driven organizations that already have bookkeeping in place but lack strategic finance leadership—especially when growth decisions, hiring, cash pressure, or complexity are increasing.

We are vendor-neutral, strategy-only. That means you get a CFO-level thinking partner focused on decisions, tradeoffs, and forward-looking clarity—without incentives to sell you more back-office services.

When “the numbers” exist, but leadership still can’t answer (quickly and confidently):

• what drives margin

• what will cash look like in 30/60/90 days

• what happens if revenue softens or costs jump

• whether the next hire/investment is affordable

If you’re making high-stakes decisions with partial visibility, you’re ready.

Depending on engagement level, deliverables commonly include:

• 13-week cash visibility and stress testing

• rolling forecast (with scenarios)

• KPI dashboard tied to operating drivers

• margin/pricing and labor efficiency analysis

• working capital and liquidity risk scan

• executive summary and board-ready reporting pack when needed

A fixed-fee, high-impact assessment designed to tell the truth about your financial reality: where cash is created or trapped, what’s constraining performance, what risks sit outside the P&L, and what must change in the next 90 days. You leave with priorities and a roadmap—no long-term commitment required.

A structured onboarding that typically includes:

• aligning on goals, constraints, and decision calendar

• confirming reporting integrity (close timing, chart of accounts usefulness, segmentation)

• building or refining cash visibility and a baseline forecast

• establishing KPIs and a monthly operating cadence

• delivering first set of decision-ready insights and next actions

Three things:

1. clean, consistently closed books (or a plan to get there fast)

2. access to the right systems and data (accounting, payroll summary, CRM or sales data if relevant)

3. engagement from leadership: decisions require context, not just numbers

We pause strategic work and route you to a bookkeeping/accounting partner to stabilize the basics. Once closes are reliable, we step in to build the forward-looking layer. This boundary is intentional: strategy depends on signal quality.

Yes. We collaborate closely and stay in our lane. Your bookkeeper keeps the ledger clean; your CPA handles tax; we translate financials into decisions, tradeoffs, and operating strategy.

We operate best with a monthly operating rhythm (forecast + KPI review + decision agenda). As well as biweekly sessions to review sales, pipeline, and any operational updates.

Clear, defensible analysis; consistent definitions; variance explanation tied to drivers; forward-looking risk and scenario framing; and a concise executive narrative that supports decisions.

We don’t promise vague “insight.” We commit to tangible artifacts and decision outcomes—e.g., improved cash control, stronger margin discipline, faster decisions, fewer surprises, and clearer go/no-go thresholds for hiring and investments.

Yes, when it fits the engagement tier: lender/investor readiness, board packs, narrative + metrics, forecast support, and Q&A prep. We do not act as a broker; we build the financial story and readiness.

We are not a ticket desk. We operate as an executive partner: we build the cadence, the models, the dashboards, and the decision framework—then use them to guide leadership consistently.

We work best where service delivery, labor, pricing, utilization/capacity, and cash timing drive outcomes—common in services businesses and mission-driven organizations. Fit matters more than industry labels.

We treat client financials, operating metrics, and strategic plans as confidential by default. We can execute NDAs as needed.