What We Do…
We efficiently serve as the strategic finance office, the CFO & COO, for startups and small businesses. As needed, we also support small businesses with the mature work that marks a business’ new cycle—a valuation, merger & acquisition, turnaround, or sale.
We are your financial Strategist, Officer, CPA/Accountant, Analyst, Thought Partner, and Coach. We bring clarity to financial operations and accounting, and then craft a bespoke strategic financial plan and steps that form a path for growth and value creation. We execute that plan together and navigate the inevitable moments of rough sea with fortitude and determination.
Ready to scale smarter? Let’s make your numbers work as hard as you do. Our insights fuel founders and dynamic leaders with the analytical rigor of private equity capital, the mission clarity of great nonprofits, and the hospitality excellence of world-class restaurants and hotels.
Explore Our Services
Bookkeeping & Accounting
Accounts Payable & Receivable, including invoicing and bill pay
Financial & Operating Modeling
Profit & Loss, Balance Sheet, and Cash Flow Statements
Budget vs Actuals
KPI Dashboards
Headcount & Compensation Plan
Scenario Planning
HR, payroll, and benefits
Incorporation & Banking setup
Review the company’s financial health & strategic insights
Budget vs Actuals analysis
Ad-hoc scenario planning to understand the impact of business decisions
Customized strategy & operations projects specific to your company’s needs
Cash management & runway optimization,
Strategy & operations projects
Investor & board reporting support
Fundraising & M&A support, including quality of earnings reviews
Distressed Asset & Turnaround Management
Business & Asset Valuations
With an extraordinary attention to detail and commitment to quality, we truly stand out.
Contact us
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