Tailored Solutions for
Every Stage

Long-range financial planning aligned with your business goals, growth trajectory, and market position. We build models that inform real decisions — not academic exercises.

Proactive cash flow forecasting and management to ensure you always know your runway, burn rate, and path to profitability. Weekly cash position reporting and 13-week rolling forecasts.

Professional-grade financial packages for board meetings, investor updates, and due diligence. Monthly board decks with variance analysis, KPI tracking, and management commentary.

Financial modeling, pitch deck financials, data room preparation, and due diligence support for Seed through Series C and beyond. We've supported over $500M in transactions.

Custom dashboards and reporting frameworks that surface the metrics that matter most to your business. Real-time visibility into ARR, MRR, churn, LTV, CAC, and industry-specific KPIs.

Annual and quarterly budgets with monthly variance analysis and real-time tracking against actuals. Understand where you're over or under — and why.

Deep analysis of your current processes, pain points, and requirements to define the ideal system profile for your business. We document everything before recommending anything.

Comprehensive vendor comparison with structured scoring across functionality, cost, scalability, and integration capabilities. We coordinate demos and negotiate on your behalf.

End-to-end project management of system implementations — from data migration to configuration to testing to go-live. We keep the project on track and on budget.

Hands-on team training, comprehensive documentation, and ongoing support to ensure full adoption and maximum ROI from your new systems.

Systematic clean-up and reconciliation of past months or years of financial data. We untangle the mess — whether it's miscategorized transactions, unreconciled accounts, or missing documentation.

Optimize your chart of accounts for clarity, reporting accuracy, and alignment with your business model. A clean COA is the foundation of meaningful financial reporting.

Streamline your financial workflows, eliminate redundancies, and implement best practices that prevent future disorganization. We document everything so your team can maintain it.

Get your financial records audit-ready with organized documentation, proper classifications, clean supporting schedules, and direct coordination with your auditors.

All engagements begin with a complimentary 30-minute discovery call followed by a detailed scope-of-work proposal. Monthly retainer engagements require a minimum 3-month initial commitment. Project-based engagements have defined timelines and milestones outlined in the proposal.

Monthly retainer fees are invoiced on the 1st of each month and due within 15 days. Project-based engagements are billed 50% upfront and 50% upon completion (or in milestone increments for larger projects). We accept ACH, wire transfer, and credit card payments.

Pricing is based on anticipated scope and complexity. If your needs exceed the agreed scope, we'll discuss adjustments before proceeding. Additional hours beyond retainer limits are billed at $250/hour for CFO services and $150/hour for accounting services.

All client information is treated as strictly confidential. We maintain secure, encrypted systems for all financial data and use industry-standard access controls. Our team signs comprehensive NDAs as part of every engagement.

After the initial commitment period, monthly engagements can be cancelled with 30 days written notice. Upon termination, we provide a complete handover package including all financial records, documentation, system access credentials, and a transition memo to ensure continuity.

Our services do not include tax preparation or filing (we partner with trusted CPA firms for tax work), legal advice, investment advisory services, or insurance brokerage. Software subscription fees, bank charges, and third-party service costs are borne by the client.