Clarity in your numbers, without a full-time hire.
We're a Charleston-based fractional finance practice for owners and operators who've outgrown a bookkeeper but aren't ready for a full-time CFO. We clean up the close, build the dashboards, and turn your books into something you actually use.
Three things, done well.
A close you can trust
Monthly close on a calendar. Clean balance sheet. Reconciled accounts. Reporting you'd be comfortable handing to a bank or a buyer.
A forward view, not a rear-view
Forecasts, cash flow models, scenario planning, and the weekly conversations that turn financial data into decisions.
Dashboards owners actually open
The right metrics for your business, refreshing themselves overnight so they're waiting for you Monday morning — not stitched together by hand at month-end.
Owners who feel the gap.
Revenue is coming in. Bills are getting paid. But the financial picture feels fragmented, delayed, or unreliable — and you're making decisions on instinct because the numbers aren't telling you anything yet.
That's the gap we close. Not bookkeeping. Not a tax-only CPA. Not a full-time CFO you can't justify yet. The seasoned finance partner who sits between those — and makes sure the rest of the stack actually works.
If you've ever opened your P&L, stared at it for thirty seconds, and closed the tab — yeah, that's the gap.
Generalists, by design.
Good finance discipline travels. We've built finance functions inside manufacturers, retailers, restaurants, bars, tour operators, candle makers, breweries, yoga studios, bookshops, and construction firms — across the Lowcountry and beyond.
Ready for a financial conversation?
No pressure, no pitch. A 30-minute call to talk through what's working, what isn't, and whether we're a fit.
Start the conversation