Three Tiers. One Mission.

  • This tier is designed for companies needing structure and discipline — not spreadsheets for the sake of it, but financial tools that support growth. We act as your outsourced CFO, establishing your chart of accounts, implementing cash flow forecasting, creating monthly financial reports, and designing your first real budget.

    Typical Services Include:

    • Setting up reporting infrastructure (QuickBooks Online, Ramp, etc.)

    • 13-week cash flow forecasting

    • Budget creation and variance tracking

    • Financial KPI dashboarding

    • Foundational SOPs for finance & compliance

    • Owner advisory sessions (monthly)

  • At this stage, the finance function becomes more operational. You need more than reporting — you need insight. We help you implement financial systems, establish monthly close routines, integrate AP/AR automation, and drive margin improvement. Think: Controller + CFO-level support, without the full-time headcount.

    Typical Services Include:

    • Monthly close oversight and financial statement review

    • Budget-to-actual analysis with department heads

    • Systems integration and automation advisory

    • Gross margin improvement and cost control initiatives

    • Scenario planning and operational benchmarking

    • Biweekly strategic finance meetings with leadership

  • This is boardroom-level finance. We operate as a true strategic partner, helping you prepare for institutional capital, a liquidity event, or simply stewarding an increasingly complex organization. You’ll have regular executive finance briefings, forward-looking financial models, governance tools, and support on investor or M&A conversations.

    Typical Services Include:

    • Board & investor reporting packages

    • Long-range planning (3–5 year financial modeling)

    • Capital strategy (debt/equity structuring, investor decks)

    • Exit planning, valuations, and due diligence prep

    • Audit readiness and financial controls review

    • Monthly Executive Strategy Sessions with Founders/Board