Ready to Hire Your Next CFO?
Your CFO at the cost of an intern.
We partner with founders to provide the exact financial leadership you need, precisely when you need it. Whether you are building a strong foundation or preparing for a major growth milestone, we offer comprehensive services designed for your unique journey, with pricing that is considerate of where you are in your business.
This is our cornerstone offering for companies that need C-suite financial leadership without the cost of a full-time CFO. We integrate directly with your team to bring discipline and foresight to your daily financial operations, helping you scale sustainably.
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Financial Planning & Analysis: We handle your budgeting, forecasting, and scenario modeling. We also develop Key Performance Indicators (KPIs) and a performance dashboard so you can track your business’s health in real-time.
Financial Reporting: We prepare clear management reports with actionable insights and help you with the financial storytelling needed for board meetings and key stakeholders.
Operational Finance: We provide oversight of your accounting processes to ensure accuracy and timeliness. We also analyze profitability by product, service, or customer to pinpoint areas for improvement.
Stakeholder Relations: We act as the primary liaison between your company and external partners, including banks, auditors, and investors, ensuring smooth communication and strong relationships.
These services are designed for companies at a critical inflection point, such as raising capital, considering an acquisition, or preparing for a major strategic move. We provide project-based advisory to help you navigate these defining moments with confidence and precision.
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Capital Raising Advisory: We develop a comprehensive funding strategy and create compelling pitch decks, financial models, and investor materials. We guide you through investor outreach, due diligence, and deal negotiation to a successful close.
Mergers & Acquisitions (M&A) Support: We provide buy-side services by helping you identify acquisition targets and conduct financial due diligence. We also offer sell-side services by preparing your company for sale to maximize its value.
Corporate Valuation: We conduct independent business valuations for strategic planning or transactions. We also advise on complex financial matters like restructuring or strategic partnerships.
These services are designed for businesses with a specific, one-time need. Get expert, project-based support with a defined scope.
We also offer hourly and retainer consulting options to give you a flexible partner for coaching, support, and direct representation.
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Financial Statement Cleanup: We ensure your financial statements are accurate and reliable, creating a clean foundation for analysis and planning.
Financial Statement Analysis: Get a clear picture of your business’s past performance with in-depth historical analysis.
Financial Statement Forecasting: We build and manage your financial forecasts to help you anticipate future trends and plan your next steps.
Financial Model Buildout: We create a robust financial model from the ground up, tailored to your business goals.
Investor Pitch Deck: We build a compelling pitch deck that tells a powerful financial story to attract potential investors.
Investment Memo / Company Report: We prepare detailed reports for internal use or external stakeholders, complete with key insights and data-driven analysis.
Market Research / Feasibility Study: We provide a comprehensive overview of your market and assess the feasibility of new ventures.
Let's Find the Right Service for You.
Your financial needs are unique. Contact us for a free consultation to discuss which of our services will best help you achieve your goals.
Remember: our fees are tailored to fit your specific needs and are always considerate of your business stage.
