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Consulting that ends in a decision, not a deck.
Two practices that work together: strategy and management consulting to set the direction, finance and accounting advisory to make sure the direction is affordable.
Fixed scope, fixed fee
Every engagement is proposed with defined deliverables, a timeline, and a price. Hourly billing is the exception, not the default.
Senior-led delivery
No pyramid staffing. The advisor who scoped your engagement is the one in the room and in the model.
Documented handoff
Models, dashboards, and process docs are yours at the end — built to be maintained by your team, not by us.
Practice 01
Strategy & Management
You know something needs to change. We help you figure out what, in what order, and what it will take.
- Growth strategy & market entry — where the next dollar of revenue realistically comes from, and what it costs to get it.
- Operating model & org design — roles, spans, and decision rights that match the size you're becoming.
- Process improvement — mapping the work, finding the drag, and rebuilding the steps that cost the most.
- Leadership alignment — facilitated planning sessions that end with owners, dates, and a single written plan.
- Succession & transition — preparing an owner-run business to run without the owner.
Typical engagement
Strategic Review — 4–6 weeks. Interviews, market and competitive read, financial baseline, and a prioritized plan with a one-page scorecard.
Good fit when
Revenue has plateaued, a new market or contract vehicle is on the table, or the leadership team can't agree on what to do first.
What you get
A written strategy document, a 12-month roadmap with owners, a scorecard of five to seven metrics, and a working session to launch it.
Practice 02
Finance & Accounting
Bookkeeping tells you what happened. We build the layer above it — the one that tells you what to do.
- Fractional CFO & controller — senior financial leadership at a fraction of a full-time hire, on a monthly cadence.
- Budgeting & forecasting — a driver-based model you can run scenarios in, not a spreadsheet nobody trusts.
- Cash-flow management — 13-week rolling cash forecasting, working-capital and collections discipline.
- Reporting & KPI dashboards — a monthly package that gets read, with commentary that explains the variance.
- Internal controls & close — shortening the month-end close and removing the single points of failure.
- Lender, investor & grant readiness — the package, the projections, and the answers before you're asked.
Typical engagement
Fractional CFO — ongoing, 1–4 days per month. Monthly reporting package, forecast maintenance, and a standing leadership call.
Good fit when
You're between a bookkeeper and a full-time CFO, preparing for financing, or your reports arrive too late to be useful.
What you get
A three-statement model, a 13-week cash forecast, a monthly reporting pack, and a documented close calendar.
Engagement models
Three ways to work with us
Every engagement starts with the same free consultation. Where it goes from there depends on how much of the problem is already understood.
Diagnostic
2–3 weeks. A focused assessment when you know something is wrong but not what. Ends with a written findings memo and a recommendation on whether further work is even warranted.
Project
6–16 weeks. A defined build — a strategy, a financial model, a redesigned process — delivered against a fixed scope and fee with a clear end date.
Ongoing advisory
Monthly retainer. Fractional CFO work, quarterly strategy reviews, or a standing seat at your leadership meeting. Cancel with 30 days' notice.
Questions
Before you reach out
What does an engagement cost?
Do you replace our accountant or bookkeeper?
Do you work with clients remotely?
How small is too small?
How quickly can you start?
Not sure which one you need?
That's what the first conversation is for. Tell us what's going on and we'll tell you what kind of engagement — if any — actually fits.