Services
Senior financial leadership, scoped to your stage
Every engagement begins with the same question: what decision is this business trying to make, and what does finance need to look like to support it?
01 — Engagement
Fractional CFO
Executive financial direction on cash, capital and growth — the thinking of a seasoned CFO, sized to what your business actually needs today.
Strategic financial leadership for founders who need a partner in the decisions that shape the next stage of growth.
Investment
Custom monthly engagement
What the engagement covers
- Cash-flow strategy
- Forecasting and budgeting
- Scenario planning
- KPI design
- Profitability analysis
- Strategic planning
- Banking and financing support
- CEO advisory
- Board-ready reporting
02 — Engagement
Fractional Controller
Hands-on ownership of the accounting function — close, controls, cash and team — so the numbers are accurate, timely and defensible.
Disciplined accounting operations, a close you can trust, and reporting that arrives when it should.
Investment
Custom monthly engagement
What the engagement covers
- Month-end close leadership
- Management reporting
- Treasury and cash management
- AR / AP oversight
- Internal controls
- Audit readiness
- Accounting-team leadership
- SOPs and process improvement
03 — Engagement
Finance Transformation
A defined project that takes the finance function from where it is to where the business needs it to be, with documented process and durable structure.
A rebuild of the finance function itself — process, reporting, controls and structure, designed to scale.
Investment
Project-based engagement
What the engagement covers
- Finance-function assessment
- Workflow redesign
- Close optimization
- Reporting infrastructure
- KPI and dashboard design
- SOP development
- Internal controls
- Systems and process improvement
- Team and accountability structures
04 — Engagement
Financial Operations & Bookkeeping
Day-to-day accounting done properly: transactions recorded and reconciled on a schedule, AR and AP kept current, payroll entries handled, and a clean monthly package delivered — supervised by a Controller rather than left to run on its own.
Accurate, current books maintained by a professional finance team — with the discipline of a Controller behind them.
Investment
Custom monthly engagement
What the engagement covers
- Transaction recording and coding
- Bank and credit-card reconciliations
- Accounts receivable and invoicing support
- Accounts payable and bill scheduling
- Payroll journal entries
- Monthly financial statement package
- Chart-of-accounts cleanup
- Accounting-system setup and hygiene
- Controller review of the monthly file
05 — Engagement
Financial Health Diagnostic
The most direct way to start: a structured review of your financial and reporting environment, the risks and gaps worth attention, and a prioritized plan.
A focused 90-minute leadership session and written executive assessment of your current financial environment.
Investment
Starting at $1,750
What the engagement covers
- Pre-session intake
- 90-minute working session
- High-level review of the financial and reporting environment
- Key risk and opportunity observations
- Prioritized action plan
- Written executive summary
- Recommended next steps
The diagnostic is an advisory engagement. It is not an audit, review, compilation, tax opinion, legal review, or assurance engagement.
Not sure what you need?
Most founders don’t arrive with a scope. They arrive with a question.
Bring the question. We’ll tell you honestly whether a CFO, a Controller, a transformation project, or simply a diagnostic is the right next move.