FINANCE
Fractional finance leadership that goes beyond accounting to empower you to make the best decisions for your company.
Complete oversight of your monthly, quarterly and annual close.
Work with your existing accounting team or help you find the right people.
Cash flow management, budgeting and variance reporting.
Support your existing bank, insurance and auditor relationships or assistance with finding new vendors.
Preparation and support for presenting to your board, investors and external partners.
Operations
As an owner, you know what your firm can be doing better. What you don’t have is the time to get it done.
Improve and automate key processes such as accounts payable, accounts receivable, HR and customer fulfillment.
Complete review of software stack and analysis, negotiation and implementation of alternatives.
Develop and refine KPIs using benchmarking and industry analysis tools.
Support with recruiting, onboarding and mentoring talent so your team can be its best.
GROWTH
Chart a course for your future that reflects your company’s potential and your own goals and values.
Build and refine an operating model that puts you in control of your firm’s performance in real-time.
Conduct market analysis and benchmarking that gives you the confidence to expand.
Value your firm the way a prospective investor would and understand opportunities to acquire, merge or divest.
Build a strategic marketing program that runs on data, not hunches.