Services

Services

Strategic financial leadership,
without the full-time overhead.

We embed senior finance professionals into your business to build the infrastructure, discipline, and visibility you need to scale with confidence.

01 — Fractional CFO

Strategic financial leadership on your terms.

For companies that have outgrown their bookkeeper but aren’t ready for a $300K hire.

  • Cash flow management — 13-week rolling models, runway analysis, scenario planning
  • Board & investor reporting — Monthly decks, KPI dashboards, investor updates
  • Fundraise readiness — Models, data rooms, due diligence prep
  • Strategic finance — Pricing, unit economics, capital allocation, M&A
  • Team & systems — First finance hire, accounting and FP&A stack selection
02 — FP&A Advisory

Analytical infrastructure that drives decisions.

For companies that need to operationalize their financial data.

  • Budget & forecast modeling — Driver-based models tied to real business levers
  • Variance analysis — Actuals-vs-plan with root cause and actionable commentary
  • KPI frameworks — Define, instrument, and report on metrics that matter
  • Scenario modeling — Financial impact analysis before you commit
  • Departmental P&Ls — Profitability by product, geo, segment, or team
Process

A clear process from first call to first deliverable.

01

Diagnostic Call

30-minute conversation to understand your business, stage, and financial challenges. No cost, no commitment.

02

Financial Review

We assess your current financials, systems, and reporting to identify gaps, quick wins, and priorities.

03

Scoped Proposal

A tailored engagement with clear deliverables, timeline, and pricing. No surprises.

04

Embedded Delivery

We integrate into your team and start delivering within the first week. Month-to-month, 30-day notice.

Engagement Models

Flexible structures designed around how you actually work.

10–20

Hours / Month

Fractional CFO retainer. Ongoing strategic finance leadership with a predictable monthly cadence.

Project

Based

FP&A buildouts, fundraise prep, system implementations, or financial model development.

Quarterly

Advisory

Board-level strategic review. For companies that need periodic senior financial perspective.