Services
We are experienced, sophisticated, clear, and action-oriented.
Our comprehensive planning, advice, and ongoing support help our clients realize their goals.
As businesses grow, they reach a point where they need to add the guidance of a strategically and operationally minded financial executive, yet many are too small to justify the cost of a full-time CFO.
That’s where we come in.
Strategic planning, budgeting, and tracking
Get on track and stay on track
We begin our engagements by asking our clients, “What does success look like to you?” Some want to triple in size. Others want to delegate executive management to rising talent or a successor. And others may want to raise funding or sell. There are as many dreams as there are entrepreneurs.
Together, we define that dream and the steps necessary to realize it: strategically, financially, operationally, and emotionally. This vision is captured in a detailed plan against which we measure progress together.
Financial and operational analysis and decision support
Make informed, data-driven decisions and follow through
We work to develop well-reasoned solutions to our clients’ most challenging business decisions. For example, a client may be interested in adding office locations, changing its pricing model, or modifying its incentive structure.
Our recommendations, which are informed by financial and operating data and grounded in common sense, are logically presented in our clients’ language. We work collaboratively with our clients to understand the cascading effects of big decisions, and design action plans for thoughtful implementation.
Process and structure improvement
Get your house in order
We work to improve our clients’ infrastructure to ensure the platform is in place to support their goals.
From the outset, we examine and improve clients’ existing reporting structures, financial statements, and key performance indicators – just to name a few. This groundwork helps our clients build flourishing businesses on solid foundations.