Strategic Finance & Operational Services Built for Growth
We don't offer a menu of generic CFO tasks. Every engagement starts with a diagnostic and ends with a prioritized plan your team can actually execute. Here's exactly what we do and how we do it.
What's Included in Every Engagement
Every service we offer connects back to the same goal, moving your business from stalled to profitable with clarity and speed.
Fractional CFO like Services
Senior financial leadership without the full-time price tag. We embed into your business and act as your strategic finance partner not as a bookkeeper or compliance advisor.
- Monthly financial review and reporting
- Cash flow forecasting and scenario planning
- KPI dashboard design and monitoring
- Strategic finance decisions
- SMEs starting at $100,000 -20m+
- Businesses in growth or transition
- Owners who need financial clarity fast
- Companies preparing for financing or exit
Top Down Business Diagnostic
A forensic review of every department financial and operational to pinpoint exactly where your business is losing money or momentum.
- Financial diagnostic (margins, cash flow, pricing)
- Operational diagnostic (field, staffing, leadership)
- Written summary with root cause findings
Strategic CEO Plan
For businesses where the constraint is at the leadership level. We build a vision first roadmap that aligns your team around growth priorities.
- Leadership gap assessment
- 90-day and 12-month priority map
- Decision-making framework and accountability structure
Strategic Operations Plan
For businesses where the constraint is in execution jobs, field teams, workflow, or project delivery. We build a plan to fix operations from the ground up.
- Field operations and labor review
- Project management workflow redesign
- Departmental accountability systems
Cash Flow Strategy
Short term cash flow stabilization combined with a longer term strategy to build a more resilient, predictable financial position.
- 13-week cash flow model
- Receivables and payables optimization
- Working capital improvement plan
Operational Turnaround Advisory
For businesses navigating change or looking to get back on track. We help clarify priorities, strengthen operations advisory..
- Review and next step planning
- Alignment support
- Action Plan
We Work Best With Owners Who Are Ready to Act
We don't work with every business we work with the right ones. Our engagements are most impactful when the owner is committed to change and the business has real underlying potential.
- Revenue between $100,000 - 20m + margin pressure
- Owner operated businesses in growth or turnaround mode
- Companies where financial reports feel disconnected from reality
- Businesses with solid revenue but inconsistent or declining profit
- Teams where accountability and decision making have broken down
- Owners preparing for a raise, acquisition, or ownership transition
Construction & Trades
Job costing, field labor overruns, project cash flow
Field Services
HVAC, plumbing, electrical, landscaping operations
Manufacturing
Production costs, supply chain, operational efficiency
Wholesale & Distribution
Inventory management, margin compression, logistics
Professional Services
Utilization rates, project profitability, team scaling
Real Estate & Property
Development cost control, investor reporting, cash flow
Not Sure Which Service You Need?
Start with a free 15-minute discovery call. We'll listen, ask the right questions, and tell you honestly which service makes sense for where your business is today.