What we do.
We provide executive financial leadership for early-stage and middle-market businesses.
Fractional CFO
Gain CFO-level financial leadership without the overhead of a full-time hire. We provide strategic guidance, executive reporting, and financial oversight to help your business scale efficiently. This includes developing financial reporting packages, setting review cadences, and optimizing data dashboards to drive informed decision-making.
Cash Flow & Working Capital Management
Ensure your business has the cash flow needed to sustain operations, manage growth, and navigate challenges with confidence. We build cash forecasts that reflect the realities of your business—accounting for seasonality, payment terms, payroll cycles, and other operational nuances. We also help optimize receivables and payables and structure working capital strategies that keep your business running smoothly.
Financial Planning & Forecasting
Gain CFO-level financial leadership without the overhead of a full-time hire. We provide strategic guidance, executive reporting, and financial oversight to help your business scale efficiently. This includes developing financial reporting packages, setting review cadences, and optimizing data dashboards to drive informed decision-making.
Capital Planning & Fundraising Support
Prepare for investment rounds, debt financing, or strategic growth initiatives with expert financial modeling, valuation analysis, and investor-readiness support. We also provide due diligence assistance as well as support for IRC 409A and ASC 805 valuations to help you meet regulatory and transactional requirements with confidence.
Systems Optimization
Optimize your financial tech stack, streamline reporting, and implement ERP or accounting solutions that enhance operational efficiency.
Contact us
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