Solutions

Financial Leadership for Companies Navigating Critical Inflection Points

Work with professionals who will grow with you and take your business to the next level. 

Schedule a Discovery Call

Clarity. Confidence. Capital Strategy.

Fractional CFO services for the level of support you need.

01

Strategic CFO Foundation

From chaos to clarity.

  • VALUE

Confidence + Direction

WHAT’S INCLUDED

  • Monthly Financial Review and Meaningful Insights
  • Cash flow visibility and risk flags
  • CEO-facing summary with action items 
  • Asynchronous support (weekly CEO 1:1’s)

02

Growth CFO Partner

Actively scale.

  • VALUE

Real Time Decision Making

WHAT’S INCLUDED

  • Everything in Foundation

PLUS

  • Rolling cash flow forecast 
  • KPI tracking tied to growth goals 
  • Margin and cost structure analysis 
  • Strategic input on hiring, spend, and priorities

03

Embedded CFO

Engrained Leadership. 

  • VALUE

Stability + Accountability

WHAT’S INCLUDED

  • Everything in Growth

PLUS

  • Embedded cash flow management and finance team oversight
  • Board or investor reporting support
  • Leadership-level strategy calls 
  • Proactive financial planning tied to growth initiatives 
Contact Us

The projects that we live for.
Scoped for your unique circumstance. 

  • Scenario Modeling & Use of Proceeds
  • Investor Pitch Support
  • Banker Relationship Management & Coordination
  • Revenue Recognition (ASC 606)
  • Stock-based Compensation (ASC 718)
  • Lease Accounting (ASC 842)
  • Debt & Equity Financings, etc.
  • Due Diligence
  • Deal Structuring
  • Transaction Planning
  • Integration Support
  • SEC Financial Statement Preparation & Review (S-1, 10Q, 10K)
  • SEC Comment Letters
  • Compliance Inquiries (FINRA/SEC/NASDAQ)
  • Capital Restructuring
  • Internal Controls Implementation
  • Tech Stack Guidance & Interoperability Assessments
  • Implementation Support
  • Workflow Process Documentation
  • AI systems Selection & Consultations
  • Initial Budget Build
  • Cashflow Scenario Modeling
  • Budget Overhaul & Rebuild
  • Process Implementation & Budget Owner Coordination
  • Pricing or Margin Analysis
  • Vendor RFP Support
  • Always be Ready for Your Next Round
  • Auditor Selection & Coordination
  • Nail your Initial Audit
  • Ongoing Support - File Like Clockwork
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