Senior financial leadership, without the full-time hire
Your business has outgrown its bookkeeper, but isn't ready for a full-time CFO. The books are kept, but the numbers aren't being used. We give owners ongoing access to the reporting, forecasting and financial judgment a lender, buyer or board expects, on a schedule that fits the business.
Financial reporting and close
Timely, accurate monthly reporting your leadership team can act on.
Forecasting and budgeting
Rolling forecasts, budgets and cash flow planning.
KPI and performance dashboards
The handful of metrics that drive your business, tracked and explained.
Lender and investor readiness
Reporting packages that stand up to outside review.
Transaction preparation
Getting the numbers, and the story behind them, ready for a sale or capital raise.
Our seven-step approach, applied to your monthly finances
| Step | What it looks like for a fractional CFO engagement |
|---|---|
| 1. Understand the business | Business model, organization, systems and how decisions get made |
| 2. Understand the economics | What drives the monthly P&L, the cash conversion cycle and unit economics |
| 3. Identify risks | Loan covenant risk, working capital strain, margin compression |
| 4. Identify opportunities | Pricing, cost structure, and gaps in forecasting and budgeting |
| 5. Quantify the impact | Forecast variance, cash runway, covenant headroom |
| 6. Recommend specific actions | A monthly advisory package with specific, prioritized actions |
| 7. Measure results | Forecast accuracy and KPI movement, tracked month over month |
The same team, from monthly reporting to a sale
Because our founding discipline is transaction advisory, we run your monthly numbers the way a buyer's diligence team would read them. When you're ready to sell, raise capital or transition ownership, you don't start over with a new firm.
Start with a conversation.
No cost and no pressure, and an honest read on whether we're the right fit. If we're not, we'll tell you.