When Your Finances Feel Out of Control, So Does Everything Else
Get the clarity and control your business needs to move forward with confidence.
We get it — sometimes even the most successful companies can feel financially lost.
You can’t rely on your reports.
You look at your financials, but the numbers don’t add up or don’t even show up at all. You’re not sure what’s real and what’s missing.
You’re piecing it together.
Your finance function is a patchwork of a bookkeeper, a CPA, and someone in ops who’s 'good with numbers', but no one’s leading.
You’re making big decisions with bad data.
Whether you're hiring, expanding, or raising capital, you're flying blind. And the stakes are high.
How We Help You & Your Business
Financial Strategy
Strategy & Leadership
- Long-term financial planning aligned with business goals
- Executive guidance driving growth and profitability
- Collaboration with CEOs, boards, and investors
Forecasting & Scenario Modeling
- Multi-year forecasts with key assumptions
- ‘What-if’ scenario planning for strategic decisions
- Sensitivity analysis for risk mitigation
Budget Oversight & KPI Management
- Annual budget development and monitoring
- Establishment and tracking of KPIs
- Proactive reporting on trends and variances
Capital Planning & Fundraising Support
- Cash runway and capital expenditure planning
- Support with debt or equity financing strategy
- Financial modeling and investor pitch deck preparation
M&A, Exit & Strategic Transactions
- Buy/sell-side due diligence and financial prep
- Valuation support and deal structure guidance
- Post-deal integration and financial tracking
Turnaround & Recovery
- Cost reduction and financial stabilization strategies
- Negotiations with suppliers and lenders
- Short-term cash flow and liquidity management
Financial Operations
Core Accounting & Compliance
- Bookkeeping, month-end close, and data cleanup
- GAAP compliance and audit preparation support
- Internal controls and process optimization
Controller Services
- Fractional controller services and financial oversight
- Executive-level guidance to enhance business performance
- Month-end close supervision and reconciliation
Operations & Process Management
- Development and implementation of SOPs
- Process improvements to enhance consistency and control
- Internal controls documentation and compliance monitoring
Management & Reporting
- Financial reporting for business performance visibility
- Forecasting and budgeting to guide planning
- Cash flow management for daily operations
Financial Systems & Processes
- System implementations and migrations
- Accounting software assessment and process optimization
- Workflow setup, automation, and team training
Infrastructure & Talent
- Assess and improve finance org structure and staffing
- Recommend tools and systems for scalability
- Mentor and train accounting and FP&A teams
Stop Losing Sleep Over Financial Guesswork
Here’s what happens when you don’t have a clear financial picture:
Recurring Financial Surprises
Every report uncovers some new issue that you have to figure out how to deal with — but never the root cause.
Cash Flow Chaos
Invoices are late or inconsistently sent, collections are slow, and you're not sure how much runway you really have.
Unprepared for Major Moves
You’re raising capital. Or you're acquiring a business. But basing decisions on outdated or incomplete info.
We’ve been right where you are — and we’ve led the way out.
Built by an experienced CFO and a Senior Controller, we’ve helped growing businesses across startups, turnarounds, and exits. We’ve stayed up late fixing what’s broken — and we know what works.
We’re not here to clean up numbers and walk away. We stand beside you, not just behind the spreadsheets.
Your Path to Financial Clarity & Confidence
When your business needs it, we can help you regain control.
Schedule a Consultation
We’ll start with a conversation. We want to know what financial issues are making you feel lost. Where your time is being siphoned away.
Get Your Finance Roadmap
After learning about your business, we’ll assess your current financial blindspots and build a plan for visibility, insight, and growth.
Start Leading with Insight
With us as your partner, you’ll leave financial chaos behind. So you can stop reacting and start steering — backed by real data and clear priorities.
When you work with us, you don’t just get better reports — you get peace of mind.
Recurring Financial Surprises
Accurate reports in a timely manner
Cash Flow Chaos
Clear next steps based on data
Unprepared for Major Moves
A strategic partner by your side
Don’t Wait for Another Financial Fire Drill
Act now to build the financial systems, insight, and confidence you need to lead.