Fractional CFO Services

Forecasting, Budgeting and Custom Analyses (FP&A)

Custom or off-the shelf, our team provides the tools and manages the processes to ensure your business knows it's path to success. We are deeply experienced financial modelers (cash flow, 3-statement, monte-carlo simulation, multi-entity) and take pride in our work. We hold two financial modeling principles sacred:

• Keep it simple stupid (KISS)​

• Garbage in, garbage out (GIGO)

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We take an operating approach to finance. Our frameworks lead to best-in-class decisions across your organization.

ERP, Systems Implementation & KPI Development

Whether implementing a new ERP, unlocking an incremental ERP module, or integrating acquisitions onto your existing platform, our team excels in developing systems for scale. Processes and controls can be scaled appropriately to the size and growth plans of your organization. We advise on the "to-build" or "not-to-build" question, prevent over-builds, and make sure that your systems and processes enhance your business, not hold it back.

Strategic Initiatives (M&A, funding, strategy)

Our professional roots started in the investment banking arena. Mergers and acquisitions, carve-outs, equity and debt financing, recapitalizations, dividends, and de-leveraging are just some of the strategic initiatives we lead. We consider all of these for our clients, and provide clear tactical-level guidance.​

Management of Day-to-Day Accounting Function

We will partner with and lead your accounting team to ensure an accurate and efficient month-end-close and a reliable back-office.  

• Revenue cycle / accounts receivable

• Accounts payable / cost accounting / bookkeeping

• Seasoned accounting personnel (i.e. managers & controllers)

• Review of accounting processes, controls, and statements

• 3rd party management of audit, tax, legal, insurance brokers, investment bankers, compliance, etc.