Forecasts, three-statement models, and investor-grade reporting built to Financial Modeling Institute standards — senior finance capability, engaged fractionally.
Growth decisions get made with or without good numbers — the only question is which. Hiring a full-time CFO before the business can carry one solves the problem too expensively; going without solves it too dangerously.
We build the financial infrastructure those decisions rest on: three-statement models that flex with your assumptions, budgets and forecasts with owners and dates attached, and cash-flow visibility that extends the runway conversation past this quarter.
The modeling discipline is credentialed, not improvised — built to Advanced Financial Modeler (AFM) standards from the Financial Modeling Institute — so what reaches your investors and lenders is a document they can interrogate, not a spreadsheet they have to trust.
Integrated P&L, balance sheet, and cash-flow models with scenario toggles — documented so others can drive them.
Annual budgets, rolling forecasts, and 13-week cash-flow visibility — so commitments are made against numbers, not instinct.
The metrics that actually track your model, reported monthly in a format boards and lenders read without translation.
Diligence-ready financial packages for capital raises, credit applications, and transactions — assembled to survive scrutiny.
Your accounting function, run as a service — clean books, on-time closes, and reporting you can actually decide from, on QuickBooks Online.
Explore serviceIndependent reports lenders and investors can rely on — performed under US standards, accepted on a selective basis.
Explore serviceFederal and state compliance handled end-to-end — accurate returns, defensible positions, and planning that happens before year-end, not after it.
Explore service