We offer a range of services that span from one-time strategic engagements to ongoing finance & team management.
We have deep expertise in retail, consumer goods, service businesses and SAAS Platforms. Our core competencies span across the following functional areas:
Our cash flow process includes an end to end financial audit, and the creation of a custom template to ensure you have visibility into every single dollar that’s flowing through the business.
We build financial models from scratch or enhance existing models to help you better understand your company’s financial and investment needs.
To achieve profitability goals, we set department-level budgets and hold teams accountable through a monthly governance process that includes forecast vs. actuals review sessions.
For companies that have limited to no finance infrastructure, we work with your leadership to establish Accounting, FP&A, Accounts Payable, Accounts Receivable, Treasury and Tax processes that meet you where you're at.
Has your P&L gotten out of hand? Let us help you establish fiscal governance, renegotiate contracts, and restructure your COGS + operating expenses to drive profitability with minimal business disruption.
We serve as a strategic finance liaison between your leadership team and accounting resources to ensure you're able to translate your ideas and goals into financial success.