We assist companies by managing the finance side of the business on a part-time basis, providing confidence in numbers and minimizing the risk of failure through guidance. 

Our approach is to focus on forward-looking finances and derive simplicity so you can make informed decisions.  We model business outcomes through a proven collaborative process and a true working partnership, often engaging multiple key stakeholders.

Strategy and advice is what separates our core offering from simple financial consulting.  Our breadth of experience, insight and passion helps leaders navigate the uncharted waters of business.  There are no rules to business, let us help you make the right decisions and approach growth from perspectives not yet considered.




Cash Flow Management

A/R & A/P 

Budget & Tax planning

Financial Modeling

Metrics & Dashboards

Investor Relations

Accounting Oversight & Cleanup



Due Diligence Prep

Investor Strategy

Valuation Narrative

Pitch Deck

Summary & Reporting

Investor Materials


Strategy & Leadership

Financial Systems Implementation

Data Driven Decisions

Growth Analysis & Modeling

Key Metric Design

Board Relations & Governance