Everything a full-time CFO would own — reporting, forecasting, the numbers behind your decisions — delivered on a fractional basis, scoped to what your company actually needs right now.
Companies between $5M and $30M in revenue who've outgrown a bookkeeper but aren't ready — or don't yet need — a full-time CFO.
Strategic finance leadership without the full-time cost. We sit with your leadership team, own the financial narrative, and bring the discipline of a Fortune 500 finance function to a company that's not yet Fortune 500 size.
Cash flow management, growth planning, board and investor reporting, capital allocation decisions — the calls a CFO makes, made by someone who's made them before.
Budgets, forecasts, and the KPIs that actually tell you something — built once, updated on a cadence, and used to make decisions instead of collecting dust in a spreadsheet nobody opens.
We set the reporting rhythm your business runs on, then hold it to that standard.
Not bookkeeping — oversight. We make sure the numbers your bookkeeper produces are correct before they ever reach a KPI, a forecast, or a board deck. Internal controls, reconciliation review, and audit readiness so what you're reporting actually holds up.
If you need someone entering invoices, that's not us. If you need someone who catches it when the invoices are wrong, that's exactly us.
Finance processes that were fine at $5M start breaking at $15M. We identify where the cracks are — manual workarounds, systems that don't talk to each other, reporting that takes two weeks to close — and recommend the fix.
Includes ERP and systems evaluation, drawing on hands-on experience running finance through real system transitions — assessing what you have, and advising on what comes next.
Financial due diligence, deal structuring input, and post-close integration for companies buying, selling, or raising capital — grounded in real M&A experience inside Fortune 500 finance organizations, not theory.
Most companies don't know exactly where the gap is until someone points it out. That's the first conversation — no pitch, just an honest look at where your finance function stands today.
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