Practical engagements. Lasting structure.
Every engagement is scoped to your stage of growth — built to leave your team stronger, not dependent on us.
Finance Readiness Assessment
A 3–4 week diagnostic of your current finance function, data environment, and team. We benchmark you against ERP and FP&A readiness criteria and deliver a prioritized roadmap.
Deliverables
- Gap analysis report
- Readiness scorecard
- Phased remediation plan
- Software recommendation (if appropriate)
Monthly Close Process Design
We redesign your close from cutoff to reporting. Documented procedures, clear ownership, and reconciliation standards that compress your timeline and improve accuracy.
Deliverables
- Close calendar and task ownership
- Reconciliation templates
- Variance analysis framework
- Team training
KPI & Reporting Structure
Define the metrics that actually run the business. We align operations and finance on a single source of truth and design dashboards that leadership trusts.
Deliverables
- KPI definitions library
- Reporting hierarchy
- Dashboard templates
- Data source mapping
Forecasting & Budgeting Frameworks
Driver-based models built for the realities of project-based work. Annual budgets, rolling forecasts, and scenario tools your team can maintain.
Deliverables
- Driver-based forecast model
- Annual budget framework
- Rolling forecast cadence
- Scenario planning templates
Cash Flow Forecasting
Stop being surprised. We build the 13-week and rolling cash forecasts that give leadership working capital visibility ahead of decisions.
Deliverables
- 13-week cash forecast
- Working capital dashboard
- AR/AP aging discipline
- Funding scenario models
Operational Finance Advisory
Fractional advisory on retainer. A senior finance partner who joins leadership meetings, pressure-tests decisions, and stays close as you scale.
Deliverables
- Monthly advisory cadence
- Board-ready reporting
- Ad-hoc strategic support
- Software selection guidance