Services
Productized engagements.
Measurable results.
No retainer ambiguity. Each engagement is scoped around a specific financial outcome your business needs right now. Six offerings, each with a clear scope and defined deliverables.
Fractional CFO Advisory
Board-level finance leadership without full-time overhead. Strategy, cash governance, capital planning, and investor-ready reporting.
- Predictable cash flow & owner draw policy
- Board-ready monthly reporting cadence
- Capital allocation & scenario controls
- KPI operating rhythm across teams
FP&A System Buildout
Driver-based forecasting, rolling models, and variance discipline. Build the operating system for decisions.
- Rolling 13-week + 12–18 month forecasts
- Variance guardrails with root-cause loop
- Power BI dashboards for execs & ops
- Close/reporting cycle-time reduction
Income Replacement Planning
Design reliable, distributable owner income using liquidity buffers, working capital discipline, and risk-aware scenarios.
- Safe monthly draw with buffer math
- Liquidity runway & covenant checks
- Stress testing (base/bear/bull cases)
- Draw triggers & stop-loss rules
Turnaround & Restructuring
90-day cash triage, opex playbooks, lender-ready reporting, and stakeholder alignment to stabilize and reset.
- 13-week cash model + daily burn tracker
- Expense stack ranking & cut sequence
- Creditor / lender reporting pack
- 30/60/90 plan with milestones
Finance Automation
Automate the monthly grind: data hygiene, reporting pipelines, anomaly detection, and workflow orchestration.
- Data model & source-of-truth cleanup
- Automated reporting packs & alerts
- Anomaly detection & controls
- Hours back to focus on strategy
Executive Workshops
Hands-on sessions for founders, finance, and ops on forecasting, cash governance, and AI in FP&A.
- Custom curriculum & playbooks
- Team skills upgrade in 1–2 days
- Templates your team reuses
- Immediate operating cadence
Methodology
How We Work Together
A pragmatic, sprint-based approach that installs clarity fast — and keeps it running.
Discovery & Assessment
Deep-dive on your model, data, cadence, and bottlenecks. Map constraints and opportunities.
Design & Roadmap
Define the target state, scope the engagement, and sequence deliverables against your calendar.
Build & Install
Execute sprint-based — forecasting models, dashboards, processes — with weekly check-ins.
Operate & Refine
Run the first operating cycle together, tune the system, and hand off with documentation.
Ready to install financial certainty?
Let's design your cash governance, forecasting system, and reporting cadence — so income is predictable and decisions are faster.
Schedule a Consultation