A four-phase path from reactive to scalable.
Most readiness work takes 12–14 weeks. We move deliberately, document everything, and leave your team operating the system — not us.
Diagnose
Weeks 1–3We map your current finance function end-to-end: data sources, close mechanics, reporting cadence, team responsibilities, and decision workflows. You receive a clear, evidence-based readiness scorecard.
Design
Weeks 4–8We rebuild the foundations: chart of accounts, dimensions, close calendar, KPI library, and reporting structure. Every design decision is grounded in how your business actually operates.
Implement
Weeks 9–14We work shoulder-to-shoulder with your team to operate the new processes through two close cycles. Documentation, training, and hand-off built into every step.
Advise
OngoingWhen you're ready for ERP or FP&A software, we help with vendor selection, requirements, and implementation oversight — or stay on retainer as a fractional finance partner.
How we work, in four commitments.
No software sales.
We don't take referral fees. Our recommendation — including 'not yet' — is independent.
Built to be left.
Every engagement transfers ownership to your team. Documentation and training are deliverables, not afterthoughts.
Operator-led.
Our consultants are former Controllers and VPs of Finance who've lived the implementations that succeed — and the ones that don't.
Stage-appropriate.
We don't apply Fortune 500 frameworks to a $20M business. Our solutions match your scale and complexity.