Practice
Senior finance leadership, deployed when you need it.
We embed senior finance leaders inside owner-led companies: monthly close, cash forecasting, lender reporting, and the KPIs that run the business.
Who it is for
A controller-led team
Your controller-led team needs senior finance leadership without a full-time hire.
Board and investor reporting
Your board or investors want reporting they can actually trust.
A transaction ahead
You are preparing for a raise, a sale, or a refinance.
What we do
Fractional CFO
Ongoing senior finance leadership, part-time, embedded in your operating rhythm.
Interim CFO
Full-time coverage during a transition, a search, or a crisis.
Board-grade monthly close
A close process that produces numbers your board and lenders trust.
13-week cash forecasting
A rolling cash forecast tied to real receipts and disbursements, updated weekly.
Lender reporting
Reporting built to the standard your bank or factor actually requires.
KPI and dashboard infrastructure
The handful of numbers that show how the business is really running.
Management reporting pack
A deep monthly pack, dynamic against month-to-date and year-to-date results, iterated every cycle.
How an engagement works
Diagnostic
We model what drives the business down to the KPI level, and we walk the floor: the issues surface fastest with the people who do the work.
Operating cadence
We step into a regular rhythm: closing the books, running the cash forecast, reporting to your board or lender.
Handoff or ongoing seat
We hand the function back to a strengthened team, or stay on as your ongoing finance leader.
Discuss your situation in confidence.
A 30-minute conversation with our principal, no preparation required. If we are not the right fit, we will say so and point you to someone who is.