Services

Strategic Financial Consulting

Fractional CFO services for growth-stage and mid-market companies

Financial modeling, forecasting, and scenario planning

Capital allocation strategy and investment prioritization
M&A readiness, due diligence support, and integration planning

Board and investor communications

Strategic planning facilitation and long-range goal alignment

Performance Optimization & Metrics

KPI development tailored to your business model and growth stage

Dashboard design and visualization for executive decision-making

Margin analysis and cost structure optimization

Marketing and sales performance analytics

Cross-functional metric alignment across finance, operations, and GTM teams

“Behind the Metrics” insights to drive accountability and action

Accounting Process & Controls

Financial close process improvement and calendar discipline

Internal controls assessment and implementation

Chart of accounts design and GL structure optimization

Budgeting, variance analysis, and cash flow management

Audit preparation and external reporting support

Accounting system evaluation and implementation guidance

Have a challenge worth solving?

Let’s turn complexity into clarity — and strategy into results.

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Your Experienced Finance Business Partner

We don’t just advise — we build, refine, and elevate. Whether you’re scaling, optimizing, or rethinking your next move, we’re here to help you reach your peak.