

Our Service Roadmap
We are more than just a fractional CFO service provider. We act as your accountability partner, meeting with you weekly or bi-weekly to ensure you achieve your goals.
Our holistic process involves analyzing data from across your entire company and displaying it on a comprehensive dashboard to facilitate data-driven decision-making.
Most engagements begin with a diagnostics phase, followed by key issue stabilization. From there, we transition into improving and automating your processes and tools as well as KPI tracking.

FRACTIONAL CFO SERVICES
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Financial data analysis
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Non-financial data analysis
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Budgeting
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Financial Management
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Performance Analytics & Accountability
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Leading and lagging indicator analysis
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OKR/KPI
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EOS self-implementation
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Benchmarking
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Growth strategy
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Business Registrations
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Insurance matters

FINANCIAL DUE DILIGENCE
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Proof of Cash
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Quality Of Earnings
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Projections
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EBITA Discounting
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Valuations
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Customer Concentration
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Vendor Concentration
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Product Concentration
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Net Working Capital Analysis
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Tax matters
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Financial Modeling
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Strategy review, delivery and implementation
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Business Planning
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Mergers & Acquisitions
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PROCESS IMPROVEMENT & AUTOMATION
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AI Driven Dashboards
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Process automation companywide as needed
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Process efficiency analytics
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Cost reduction projects
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Project facilitation & management
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Paperless processes

FINANCE & ACCOUNTING STAFFING
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Bookkeeping
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Accounting
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Treasury
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Cash Management
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Audit
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Tax
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M&A
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