Turn Strategy into Momentum

Interim Leadership

When organizations are in transition — having the right leadership in place is critical. We step in as fractional CFOs, Controllers, or project-based Finance Executives to stabilize operations, lead the finance function, and keep your business moving forward.

Typical Situations:

  • Departed CFO, Controller, or VP of Finance

  • Post-raise leadership support

  • Special projects requiring executive-level financial oversight

What We Do:

  • Lead finance function on an interim basis (30–90 days or longer)

  • Oversee internal team performance and workflow execution

  • Represent finance during board meetings, investor calls, or due diligence

  • Clean up financial operations and reporting for handoff to a new leader

  • Drive short-term turnaround efforts with a senior finance lens

Execution Support

Sometimes what organizations need is project horsepower — tactical execution led by professionals who understand both the “why” and the “how.” CEL bridges the gap between strategic goals and day-to-day reality, executing high-impact projects that accelerate finance operations.

Typical Situations:

  • Rebuilding a broken or incomplete chart of accounts

  • Standardizing reporting packages across departments or entities

  • Launching a budgeting and forecasting process for the first time

  • Migrating data or cleaning historical records for an audit

  • Implementing a new accounting or expense management system

What We Do:

  • Build and implement SOPs for AP, AR, month-end close, and compliance

  • Conduct operational and cash flow diagnostics

  • Reconstruct, reconcile, and clean financials

  • Build internal dashboards for financial visibility and performance

Team Enablement

Our end goal is sustainability. That is why we invest in people, not only processes. We work alongside organization’s internal finance team (or help build one), training and upskilling staff to carry forward the structure, strategy, and discipline we built together.

Typical Situations:

  • Internal team lacks financial acumen or technical depth

  • First-time finance hires needing onboarding or mentorship

  • Owner-led finance function transitioning to team-based model

  • Burnout or performance issues due to unclear expectations or lack of process

What We Do:

  • Train AP/AR staff, Senior Accountants, Accounting Managers, Controllers, Treasurers, or FP&A analysts.

  • Document and delegate key workflows to internal roles

  • Define roles, responsibilities, and performance metrics

  • Help hire and onboard new internal finance talent

  • Provide fractional mentorship or “office hours” for your team