
02 / KEY SERVICES
Finance, end to end.
One specialist, not a coordination problem across three vendors. Pricing, reporting, cash, capital and the exit all sit with the same person who has run them before.

02 / KEY SERVICES
Finance, end to end.
One specialist, not a coordination problem across three vendors. Pricing, reporting, cash, capital and the exit all sit with the same person who has run them before.
Select any service to read more →
What you actually make on each customer, job or product line. The discipline large companies run pricing on, applied to a business that has never had it. Usually where the first real number comes from.
Every recurring line examined and the significant ones re-bid: merchant fees, insurance, freight, software, professional services. Contracts that renewed themselves for years rarely survive it.
A monthly close, books organized properly, and controls that catch mistakes early — so the numbers hold up the first time someone asks.
Rolling forecasts, scenario models and board-ready reporting, built around the numbers that actually run the business.
Collections, payment terms and inventory tightened, so cash stops being a monthly guess.
Debt or equity raises: investor materials, process management, and the document set assembled before anyone asks.
Scenario and valuation models built to hold up under a buyer’s or lender’s questions.
Buy side or sell side: diligence answered, the quality-of-earnings review a buyer’s accountants will run, and the finance side carried through close.
A buy-side or sell-side quality-of-earnings review that normalizes what the business actually earns, plus the EBITDA optimization and clean-up work that raises the multiple a buyer is willing to pay before you’re ever in a room with one.
Entity structure and compliance coordinated with your CPA, so tax is a known number rather than a surprise.

ENGAGEMENT MODELS
Three ways to bring us in.
Fractional
A set amount of senior time every month, on a standing rhythm. Best when you need a CFO's judgment but not a CFO's salary.
From [monthly fee]
Outsourced
We run the function — bookkeeping through to close and reporting — on your systems, to your calendar.
From [monthly fee]
Project
A defined piece of work with a start and an end: a forecast build, a clean-up, a sale preparation, a systems move.
Quoted per scope
Not sure which you need?
Thirty minutes is usually enough to tell. We will say so honestly if the answer is not yet.
