Full-spectrum consulting for businesses and nonprofits — from financial modeling and FP&A to operational redesign and executive advisory.
Most growing businesses hit a wall not because of lack of revenue, but because their operations can't keep up with demand.
Start a Conversation →Turn your accounting function from a rear-view mirror into a forward-looking engine for decision-making.
Start a Conversation →Stress-test decisions before you make them. See around corners. Present your business with confidence.
Start a Conversation →Annual operating plans, rolling forecasts, KPI dashboards, variance analysis, and management reporting that keep leadership aligned and forward-focused.
Ongoing CFO-level oversight, cash flow management, M&A advisory, board reporting, and lender/investor relationships — on a flexible, as-needed basis.
Investor-ready financial models, lender packages, SBA preparation, capital structure advisory, and due diligence support for businesses seeking growth capital.
| Feature | Growth | Scale | Transform |
|---|---|---|---|
| Monthly Hours Included | 16 hrs | 24 hrs | Custom |
| Dedicated Fractional CFO | |||
| Dedicated Fractional COO | — | ||
| Financial Modeling & Forecasting | |||
| Budgeting & Variance Analysis | |||
| Cash Flow Management | |||
| Operational Guidance | Limited | ||
| Fraud Prevention & Internal Controls | — | ||
| Software Evaluation & Implementation | — | ||
| M&A Due Diligence | — | — | |
| Growth Strategy Advisory | — | ||
| Board/Investor Reporting Support | — | — | |
| Custom KPI Dashboard Build-Out | — | ||
| Priority Response Time (Business Days) | 3 | 2 | Same Day |
| Quarterly Business Review | — | ||
| Annual Strategic Planning Session | — | — |
Not sure which plan fits? Schedule a free consultation →
We'll assess your biggest gaps and recommend the right engagement for your organization.