For business owners that need clean monthly reporting and finance support, but do not
yet have a full-time finance hire.
Common work
- Monthly book review and cleanup
- Owner and leadership reporting
- Cash, receivables, and margin review
- Budget tracking
- Financing strategy
- Bank loan application support
- Practical finance support as questions come up
For leadership teams managing many moving parts: budgets, cash flow, lender
questions, investor questions, department performance, and department budgeting.
Common work
- Budgeting and forecasting
- Cash flow planning
- Department, project, or location-level reporting
- Lender, investor, or board materials
- Support for capital raises, grants, or major operating decisions
For companies that need senior finance leadership for a defined period without making
a permanent CFO hire.
Common work
- Leading the finance function during a transition
- Building or rebuilding the reporting process
- Supporting ownership, lenders, boards, and leadership teams
- Keeping the finance function running when a health event, sudden departure, or unexpected vacancy leaves the business without its finance lead
For non-recurring finance work with a clear deliverable.
Common work
- Book reconstruction
- Lender packages
- Due diligence and business/financial investigation
- Working with multiple team members on annual budgeting