Services
What we do.
We embed with your leadership team as a fractional CFO — bringing the financial rigor of a seasoned executive without the full-time overhead.
Most growing companies don't need a full-time CFO. They need one when it matters — during a raise, a restructure, a rapid scale, or a strategic pivot. That's where we come in.
What We Offer
Financial Strategy
We build the financial framework your business needs to grow with intention. That means long-range planning, capital allocation, scenario modeling, and a clear picture of where your business is headed — and what it will take to get there.
- Long-range financial planning
- Capital allocation & investment prioritization
- Scenario modeling & sensitivity analysis
- Board & investor reporting
Cash Flow Management
Cash is the lifeblood of any business. We give you real-time visibility into your cash position, burn rate, and the operational levers that keep you healthy — so you're never caught off guard.
- Cash flow forecasting & monitoring
- Working capital optimization
- Burn rate analysis & runway planning
- Vendor & payment cycle management
Forecasting & Reporting
We build the models and dashboards that give your leadership team the clarity to make faster, better decisions. No more flying blind — just clean data, clear narratives, and actionable insight.
- Custom financial models & forecasts
- KPI dashboards & executive reporting
- Budget vs. actuals tracking
- Monthly & quarterly business reviews
Scaling Support
Growth breaks things — especially finance infrastructure. We build the systems, processes, and team structures that scale with you, from your first $5M to well past $100M in revenue.
- Finance team structure & hiring
- ERP & accounting system implementation
- Process documentation & SOPs
- Fundraising & due diligence support
Our Approach
Embedded, not advisory.
We don't hand you a report and walk away. We sit in your weekly leadership meetings, respond to your Slack messages, and treat your business like it's our own. The work is collaborative, the communication is direct, and the results are measurable.
Ready to get started?
We take on a limited number of clients at a time to ensure every engagement gets the attention it deserves.