Our Services
Ready to gain clarity and control over your finances? Book a consultation today to discuss how our fractional CFO services can support your business goals. We’ll take time to understand your unique challenges and show you how strategic financial leadership can drive smarter decisions and sustainable growth.
FP&A
Drive smarter decisions with forward-looking budgets, forecasts, and variance analysis tailored to your business goals.
Financial Modeling
Build dynamic financial models that support scenario planning, growth projections, and investor-ready strategy.
Financial Reporting
Deliver clear, executive-level reports that translate performance into actionable insights for leadership and boards.
Investor Relations / Equity Raises
Guide capital strategy and communications to align with investor expectations and support successful fundraising efforts.
M&A
Support buy- and sell-side transactions with financial due diligence, deal prep, and strategic valuation insights.
Ad-hoc Analyses
Quickly surface answers to critical questions with custom financial analysis designed for clarity, speed, and decision support.
Foundation Package
Designed for early-stage businesses or lean teams needing reliable financial oversight. This package includes up to 6 hours of monthly support focused on tactical reporting, monthly check-ins, and essential financial visibility to ensure your business stays on track.
Momentum Package
Ideal for growing companies looking to improve cash flow, budgeting, and forecasting. With up to 12 hours of hands-on support each month, we deliver strategic insights, financial planning, and decision-making support to help you scale with confidence.
Executive Package
Our most comprehensive offering, built for CEOs and leadership teams managing complexity or preparing for major financial events. This package provides up to 20 hours/month of in-depth support, including strategic advisory, board reporting, investor communications, and fundraising readiness.
Contact us
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