Cashflow clarity and operating rigor for small businesses ready to scale. The systems, dashboards, and discipline a $50M company runs — sized to your stage, sized to protect what you built.
AP/AR rigor, vendor leverage, and the close cycle you can actually trust. One to three points of margin a year, recovered from rigor, not layoffs.
A 13-week cash forecast you can read in 90 seconds. The decisions you've been deferring become tradeoffs you can make with the math in your hand.
Documented processes, integrated systems, and SOPs that survive the next hire. Finance that scales without breaking your team.
FinOps and FP&A first — get the operating rigor and forecasting right, then layer in CFO leadership and capital strategy when the moment calls for it.
AP/AR optimization, vendor leverage, and the close cycle you can trust. The discipline that compounds into real cashflow.
Forecasts that survive contact with reality. Scenario stacks and margin sensitivity that tell you when to hire — and when to wait.
Operator-grade leadership without the full-time hire. Strategy that respects what you built, with one eye on cash and another on the long game.
The right tools, integrated and documented. From bookkeeping to payroll to billing — your stack working as one cohesive instrument.
Non-dilutive paths to the next stage. SBA loans, lines of credit, owner buyouts, and buyer-side diligence if you're exploring a sale.
Workforce, energy, and community development grants. The non-dilutive capital your CPA never mentioned — and the writing support to go win it.
Outcomes drawn from real engagements with owner-operated businesses.
Typical Year-1 result from FinOps + vendor work.
13-week rolling forecast live by month two.
22 days to 7 days, on a typical engagement.
Margin work done with the existing team.
30-minute intro. No deck, no upsell. We're honest if we're not the right team.