How we partner with you.
Every engagement follows the same arc, scaled to the size of the mess. The order matters: you cannot forecast on books you don't trust, and you cannot make decisions from a dashboard built on bad data.
Discovery & alignment
Usually two weeks. We learn the business and you learn how we work.
We review the books, the systems, the close process, and the reporting you have today. We sit with the owner or leadership team to understand what decisions you're trying to make and what's standing in the way. At the end of discovery you get a written assessment with prioritized findings — no obligation to continue.
System & workflow stabilization
Get the foundation right before building anything on top of it.
Clean the chart of accounts. Reconcile what's broken. Document the close. Fix the workflows that are creating the mess in the first place — bill pay, expense, payroll, intercompany. This is the unglamorous work most providers skip. We don't.
Financial visibility & forecasting
Turn clean books into clear answers.
Build the reporting package. Set the KPIs. Stand up the cash forecast. Get the dashboards in front of the people who need them. Built right, most of this runs itself — refreshing overnight so the Monday conversation is about what the numbers mean, not who's pulling them.
Ongoing CFO-level partnership
The work becomes about decisions, not data.
Standing weekly or biweekly working sessions. Quarterly reforecasts. Scenario analysis when the situation calls for it. Lender, investor, and board reporting. Whatever the next decision is, we've built the financial infrastructure to support it.
What you can expect from us
- Senior eyes on the work. No junior staff handed your books.
- Clear deliverables on a calendar. You always know what's coming and when.
- Direct, jargon-free communication. We translate accounting into operating decisions.
- Process documentation, so the work doesn't depend on us forever.
What we expect from you
This works best as a real partnership, so a few things matter on your side too:
- Honesty about the state of the books — we've seen worse, and the cleanup is faster when we know what we're walking into.
- Access to the decision-maker. The work is most valuable when we're talking directly to the owner or CEO.
- A willingness to invest in the foundation before the dashboards. Skipping the cleanup phase makes everything downstream less reliable.