SERVICES

Finance support built around what your business needs next.

Start with numbers you can rely on. Add forward-looking leadership when the decisions get bigger. Learn to read all of it yourself along the way.

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Start with the problem →

Where do you want to start?
My numbers can’t be trusted yetAccounting & Controller Support↓ I’m facing bigger decisionsFractional CFO↓ I want to understand my own reportsFinance Education↓

Accounting & Controller Support

THE FOUNDATION

Accurate accounting, reconciliations, monthly close, and financial reporting, providing your business with a solid financial foundation.

Best for: businesses whose books need cleanup, a rebuild, or a reliable monthly rhythm, including those moving between accounting systems.

See Accounting & Controller Support in full →

What’s included

Reconciliations that tie sales platforms, payment processors, and bank activity together
Cleanup and rebuild of QuickBooks and Xero files
Chart of accounts design that supports the reports you need
Validation after a move between accounting systems
Monthly close and reporting you can rely on

THE LEADERSHIP

Fractional CFO

Forward-looking financial leadership for profitability, cash flow, forecasting, planning, and the bigger decisions shaping your business.

Best for: founders making larger decisions about growth, hiring, pricing, or funding without a full-time CFO.

See Fractional CFO in full →

What’s included

Cash flow forecasting and planning
Profitability modeling by channel, customer, or product
Budgets and KPI reporting
Scenario planning for big decisions: a hire, a retailer, a new market
Financial readiness for lenders and investors

THE UNDERSTANDING

Finance Education

Practical financial education for founders and teams who want to better understand their numbers and make more informed decisions.

Best for: founders and teams who want to read their own numbers with confidence.

See Finance Education in full →

What’s included

Walkthroughs of your own reports, line by line
Plain-language explanations of the KPIs that matter for your business
Working sessions before board, partner, lender, or investor meetings
Training for the team members who work with the numbers
Single sessions, a short series, or built into ongoing support

From first call to ongoing support.

HOW WE WORK TOGETHER

01

Intro call

A conversation about what’s happening in the business and what you need.

02

Diagnose

A review of your books and systems, with findings in plain language.

03

Fix and build

Cleanup, reporting, forecasting, or modeling, depending on what the diagnosis shows.

04

Ongoing support

A regular rhythm of close, review, and decision support when the work calls for it.