Services
A finance function built for how your company actually runs.
Most firms sell a package. We map what you have, find where decisions are being made without information, and build exactly what closes that gap — with AI designed into every process so the work compounds instead of repeating.
For owner-led and sponsor-backed companies that have outgrown their accounting function and aren't ready for a full-time CFO.
What We Do
Twelve ways we close the gap.
Fractional & Interim CFO Leadership
Senior finance leadership that owns the result. We don't advise from outside the room. We run the reporting calendar, sit in the management meeting, and take the lender and investor conversations alongside you.
- Ongoing fractional CFO engagement, typically 10–20 hours a week
- Interim coverage through a departure, leave, or search
- Project leadership for a transaction, financing, or system conversion
- Board and investor meeting preparation and attendance
- Coaching for a controller stepping up to the CFO seat
Financial Planning & Analysis
Accounting tells you what happened. Finance tells you what to do next. We build the forecasting and analysis layer that turns a closed month into a decision.
- Annual budgets and driver-based operating plans
- Rolling forecasts refreshed on a set cadence, not rebuilt from scratch
- Three-statement models with integrated scenario and sensitivity analysis
- Unit economics, margin, and pricing analysis
- Variance commentary that explains the cause, not just the delta
- Capital expenditure evaluation and return modeling
Cash Flow & Working Capital
Profitable companies run out of cash. We install the visibility and discipline so liquidity is the first thing you know about, not the last.
- 13-week rolling cash forecast with weekly variance tracking
- Working capital optimization across receivables, payables, and inventory
- Covenant modeling, tracking, and lender communication
- Runway analysis and contingency planning
- Collections process design and aging management
Accounting Operations & Month-End Close
We build the operational finance stack or fix the one you have. Success is a close that finishes early enough for the numbers to still matter.
- Close calendar design, acceleration, and checklist discipline
- Chart of accounts restructuring and general ledger cleanup
- Reconciliation frameworks across bank, subledger, and intercompany accounts
- AP and AR process design with real approval controls
- Multi-entity consolidation and intercompany eliminations
- Written accounting policies and procedures your team will actually follow
Management Reporting & KPI Dashboards
Reporting that reaches the people making decisions, in the form they need, on a schedule they can count on.
- Monthly reporting packages built for the audience: owner, board, lender, or sponsor
- Operational KPI selection and scorecard design
- Dashboards connected directly to source systems
- Segment, project, and job-level profitability reporting
- Investor-grade board packages
Capital Access & Lender Strategy
Most owners raise capital a few times in a career. We do it continuously. We prepare the materials, run the process, and stay in the room until it closes.
- Debt structuring, bank selection, and credit package preparation
- Construction and development draw package assembly and administration
- Equity raise preparation, data room build-out, and investor materials
- Refinancing analysis and lender negotiation support
- Ongoing lender and investor reporting compliance
Transaction Advisory
Both sides of the deal, from the first indication of interest through the first closed month after integration.
- Buy-side financial due diligence and quality-of-earnings support
- Sell-side readiness: normalized earnings, add-back substantiation, diligence preparation
- Financial modeling for acquisition structures and returns
- Post-acquisition integration of finance, reporting, and systems
- Carve-out and stand-up support for newly separated entities
Entity Structure & Governance
The structuring questions most finance advisors refer out, answered by people who have designed and documented entities for a living.
- Multi-entity structure design and evaluation
- Operating agreement and governance review from a financial-operations standpoint
- Tax election analysis and modeling, including S-corporation timing and thresholds
- Partner and member distribution policy design
- Officer authority, approval thresholds, and disbursement controls
- Coordination with your legal and tax advisors through implementation
We work alongside your legal and tax advisors on these matters. We do not provide legal advice, prepare tax returns, or issue tax opinions.
Systems Selection & Implementation
A software decision made in a hurry costs years. We evaluate against your real process requirements, then manage the conversion end to end.
- Accounting and ERP evaluation and selection
- Implementation management and data migration oversight
- Integration architecture across accounting, project management, payroll, and CRM
- Finance technology stack rationalization
- Internal controls designed into the system, not around it
Audit Readiness & Internal Controls
We get you ready for the audit and stand beside you through it. Former audit partners know exactly what the team across the table will ask. We do not perform the audit.
- Preparation for first-year audits, reviews, and compilations
- Internal control design and documentation for closely held companies
- Coordination and support through the external audit
- Segregation-of-duties analysis at realistic team sizes
- Technical accounting research and position memoranda
Turnaround, Restructuring & Transition
When cash is tight and the lender is calling, you need someone who has been here before and can move fast without panicking the room.
- Rapid liquidity assessment and stabilization
- Profitability recovery planning and execution
- Lender workout and forbearance negotiation support
- Wind-down and asset disposition financial management
- Finance function stabilization through a leadership departure
Exit & Succession Planning
The value of your company on the day you sell is set years earlier. We help you close the gap between where it is and where you need it to be.
- Enterprise value assessment and gap analysis against your target
- Multi-year value-building plan with defined financial milestones
- Financial preparation on a defined pre-sale timeline
- Ownership transition, buy-sell funding, and succession modeling
The AI Layer
Designed in, not bolted on.
Every process we build has an AI component designed into it — never added afterward, never for its own sake. The test is simple: does it remove work that shouldn't need judgment, or surface something a person would have missed? If neither, we don't deploy it.
| Process | What AI handles | What stays human |
|---|---|---|
| Month-end close | Anomaly detection across the trial balance; entries outside historical pattern flagged before review | Judgment on every flagged item; final approval |
| Accounts payable | Invoice extraction, coding suggestions, duplicate and terms-mismatch detection | Approval authority and disbursement release |
| Reconciliations | First-pass matching, exception clustering, recurring-difference identification | Exception resolution and sign-off |
| Forecasting | Rapid scenario generation; assumption sensitivity ranking | Assumption selection and the forecast you commit to |
| Variance reporting | Draft narrative tied to underlying drivers | Rewriting for what management actually needs to hear |
| Contract & lease review | Key financial terms abstracted into structured data | Interpretation and accounting treatment |
| Draw packages | Document assembly; completeness checked against lender requirements | Certification and submission |
| Board reporting | First-draft package assembled from source data | Framing, emphasis, and everything said out loud |
How we govern it
AI output is a draft, never a deliverable. Every number that reaches you has been reviewed by the person responsible for it. We document which processes use AI and where the review points sit, so your control environment is auditable rather than assumed. Before any engagement begins, we define in writing which tools touch your data, where it's retained, and what's excluded entirely — and we will decline to route sensitive data through a tool that can't meet that standard. See our full Use of Artificial Intelligence disclosure.
Building it into your operation
Want the capability in-house rather than delivered? We design the workflows, write the procedures, select the tools, and train your team — then step back. The goal is a finance function that runs faster without us, not one that depends on us.
Industries
Industries we know from the inside.
We work across sectors. These are the ones where we've spent enough years that you won't be explaining your business to us.
Construction & Specialty Trades
WIP reporting, percentage-of-completion, job costing, change order tracking, retainage management, and bonding and surety support.
Real Estate Development
Project-level pro formas, draw administration, capital stack modeling, entity-per-project structures, and investor waterfalls calculated and reported correctly.
Energy & Energy Services
Joint interest billing, revenue and royalty accounting, field cost tracking, reserve-based reporting, and complex international structures.
Financial Services
Fund accounting and administration, investor reporting and waterfall calculation, regulatory and SEC reporting, and digital asset accounting.
Healthcare
Payor mix and reimbursement analysis, provider compensation modeling, multi-site and practice-level profitability, and cost report support.
Manufacturing & Distribution
Standard costing and variance analysis, inventory valuation, multi-site consolidation, and acquisition integration.
Professional Services
Utilization and realization analysis, project profitability, and partner compensation modeling.
Asset-Intensive & Specialty Operations
Inventory and asset valuation, consignment and auction accounting, and operational cost tracking that ties to what's on the floor.
How Engagements Work
Four ways to work with us. One way to start.
Assessment
A fixed-fee, three-week diagnostic of your finance function: what's working, where the risk sits, what to build first. It stands alone, and the findings are yours whether or not we continue.
Fractional CFO
Ongoing leadership at a defined scope and cadence. Most clients begin here after the assessment and stay for years.
Project
Fixed scope, fixed timeline, defined deliverable: a model, a system conversion, a financing, a close acceleration.
Interim
Full CFO coverage through a gap, typically three to nine months, with a planned handoff to your permanent hire.
We scope in writing before we start. And we'll tell you when the work you're asking for isn't the work you need.
Tell us what's not working.
Thirty minutes, no cost, no deck. Bring your last three months of financials if you have them, and we'll tell you what we see.
Schedule a Conversation