Financial services
Three ways we help you run a stronger, more profitable business.
Start with one, or combine them. Every engagement is right-sized to your stage — and begins with a 20-minute clarity call, not a contract.
Fractional CFO
Senior financial leadership, part-time.
CFO-level thinking without the full-time hire. Forecasting, decision modeling, and capital or lender strategy — on a monthly rhythm sized to your stage.
What's included
- A forward-looking forecast you can actually trust
- Decision modeling before you commit real money
- Capital, lender, and investor readiness when it's relevant
- The two or three numbers that matter, in plain language
Growth Advisory & Coaching
Turn financial clarity into growth decisions.
We work alongside you and your leaders to translate the numbers into action — pricing, margins, hiring, and expansion — with a steady coaching cadence, not a once-a-year report.
What's included
- Margin and pricing analysis that changes what you charge
- Hiring, expansion, and investment decisions modeled with you
- A regular working session to keep the plan on track
- An accountability partner for the owner and leadership team
Cash Flow Forecasting & Profit First Consulting
Make cash predictable, and pay yourself first.
A rolling 13-week cash view so cash stops being a surprise, paired with Profit First implementation so profit is built into how the business runs — not whatever's left over.
What's included
- A rolling 13-week cash forecast, refreshed against reality
- Profit First account structure set up and running
- Clear targets for profit, owner's pay, taxes, and operating cash
- Early warning on the cash crunches before they arrive
Not sure which fits? That's exactly what the clarity call is for — and if strategic finance isn't the right move yet, we'll tell you. The readiness assessment is a good place to start.
How we work
Right-sized, no long-term lock-in.
Whether it's a standing monthly retainer or a fixed-scope project, we agree on scope, cadence, and what success looks like up front.
- 01It starts with a free 20-minute clarity call — no obligation.
- 02We scope the engagement to your stage, not a template.
- 03Monthly retainer or fixed-scope project, whichever fits.
- 04You always know the two or three numbers that matter most.
Start with a conversation
Book a 20-minute clarity call.
Tell us what's on your mind. We'll point you to the right service — or tell you honestly if it's not the right move yet. Serving $1M–$5M businesses.