This is the order every engagement starts in — Assess, Commit, Operate. What we build from there is shaped entirely around what your business actually needs. No fixed package, no one-size-fits-all scope.
Before we recommend anything, we look. A short, structured diagnostic of your finance function as it exists today — not as it's described in an org chart, but how it actually runs.
We're direct about what we find. If the answer is "you don't need us," we'll say that too.
This first step costs you nothing. We do the diagnostic before you commit to anything — not after.
Once we know where things stand, we set the terms: the reporting cadence, the KPIs that actually matter to your business, and the standard your finance function will run to from that point forward.
This is the step most engagements skip. We don't — a standard nobody wrote down is a standard nobody keeps.
This is the ongoing engagement — FP&A, forecasting, and reporting run on the cadence we set together, plus the accounting oversight to make sure the numbers underneath all of it are actually right.
Fractional in cost. Not fractional in discipline.
Assess, Commit, Operate is the order we work in — not a fixed bundle of deliverables. Once we understand your business, what we design, build, and deliver is shaped around what you actually need. Some companies need heavy FP&A support and light accounting oversight. Others need the reverse. We scope to fit, not the other way around.
We'd rather tell you upfront what we're not than overpromise and underdeliver once we're in. Our team brings deep finance leadership experience — most of us alongside full-time roles — which shapes what we take on.
The Assess phase costs you one honest conversation. Tell us where your finance function is today, and we'll tell you — plainly — what we see.
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