Smart Finance for Fast-Moving Teams

With decades of experience across public and private finance functions, we specialize in building lean, scalable financial systems that let founders and operators stay focused on growth. Whether you're looking to control spend (and suppliers), improve financial reporting, or fortify your back office, we bring clarity, structure, and strategic insight to every aspect of your financial operations. We offer flexible solutions that meet you where you are with the needs of your growing organization.

Fractional Procurement Services

CPO Leadership Support and Strategy

Sourcing and Negotiations Support

Process and Systems Analysis and Redesign

New System Implementation

Team Assessments and Recommendations

Fractional Financial Services

Fractional CFO Support and Strategy

Investor Readiness, Due Diligence

Forecasting & Financial Modeling with Variance Analysis

Annual Budgeting and Performance

Financial Planning and Analysis (FP&A)

Process and Systems Analysis and Redesign

Corrective services to achieve compliance

Setup Services

Entity Planning and Formation

Articles of Incorporation, Articles of Organization, Bylaws, Non-profit Formation

Finance Software Setup

Chart of Accounts Creation

Core Accounting

Bookkeeping (Catch-up services available)

Accounts Receivable (AR) - Billing and Collections

Accounts Payable (AP)

Payroll, 401k, Benefits Management

Annual 1099 Preparation and Filing

Monthly, Quarterly, and Annual Close

Cash Flow Planning

Sales Tax Filing

Tax

Tax Planning

Tax Preparation and Filing (and Amendments)

Payroll Tax Adjustments

Audit Support

R&D Tax Credit Calculation and Support

Advanced

Equity Planning

Stock compensation plans and valuation

ESOP

Reasonable Compensation Analysis for S-Corporations

Systems and Processes

Implementations Support for Enterprise Finance

Accounting & Finance Policies & Procedures

Internal and External Audit Support (401K, Department of Labor, Payroll, etc.)

Business Process Improvement and Automation