ServicesThree stages. One direction: forward.
Most clients start at Foundation and work toward CFO as their business grows and their systems mature. Where you enter depends on where things are breaking down today.
01
Foundation & Systems
If your books are behind, inconsistent, or you’re not confident in what they’re telling you, this is where we start. We get your financial systems in order and establish a close process you can rely on every single month.
Bookkeeping and reconciliation
Chart of accounts structure
Month-end close process
Accounts payable and receivable
Financial systems setup
02
Visibility
Good instincts will only take you so far. This stage gives you a real picture of what’s happening in your business every month — not just the numbers, but what they mean and where they’re headed. So when a decision comes up, you’re working with information, not intuition.
Monthly financial reporting
Cash flow analysis and forecasting
Budget vs. actual variance analysis
KPI dashboards
Scenario planning and modeling
03
Fractional CFO
This is where reporting becomes leadership. You're not just getting a clear picture of your finances — you're getting someone with real experience who can sit across the table from you, work through what's in front of you, and help you make the call. The kind of financial expertise that used to require a full-time hire, available when you need it.
Strategic financial planning
Capital structure and financing
Board and stakeholder reporting
M&A and growth advisory
Financial team leadership