Services

Expert financial solutions tailored to your stage and goals

CFO services
Hands‑on strategic and operational finance for growth‑focused companies
man in white dress shirt sitting beside woman in black long sleeve shirt
man in white dress shirt sitting beside woman in black long sleeve shirt
  • Financial strategy, budgeting & forecasting

  • Funding & investor materials (pitch deck, story)

  • Valuation and due diligence preparation

  • KPI design & performance dashboards

  • Board and investor reporting

  • Strategic advice for acquisitions and financing

  • Business valuation

  • Live dashboards via PowerBI

A financial analyst working on a financial model.
A financial analyst working on a financial model.
A training session on financial modeling in progress.
A training session on financial modeling in progress.
Financial modeling & scenarios
Decision‑grade models that link revenue, costs, cash flow, and risk
  • Designing robust financial models

  • Forecasting & scenario planning

  • Storytelling with numbers for executives

  • Custom sessions for analysts & managers

  • On‑site or virtual delivery

  • P&L, balance sheet & cash flow projections

  • Driver‑based models & sensitivity analysis

  • Scenario planning & risk assessment

  • KPI tracking & executive visuals

  • Investor‑ready presentation charts

Training & Capability Building
Practical workshops that make finance a shared language across the team

Reviews

What our clients say

The fractional CFO service transformed our financial strategy and execution.

John
A satisfied client giving a thumbs up in an office setting.
A satisfied client giving a thumbs up in an office setting.

NY

Exceptional insights and support during our acquisition process. Highly recommend!

A client meeting with a financial consultant, discussing strategies.
A client meeting with a financial consultant, discussing strategies.
Sara

LA

★★★★★
★★★★★