Services

Finance leadership, delivered.

Every engagement is hands-on, outcome-driven, and built around what your business actually needs. We don't sell hours. We solve problems.

01

Fractional CFO

Full finance leadership for companies between $2M and $50M in revenue. We step in as your CFO on a part-time basis, bringing the strategic oversight, investor communication, and financial discipline your business needs to scale.

Problems we solve:

  • No senior finance leadership but can't justify $300K+ salary
  • Board and investor reporting is reactive and inconsistent
  • Cash flow surprises and poor working capital visibility
  • Financial strategy disconnected from operations
  • Preparing for fundraising without investor-ready financials

Scope: Cash flow management, board reporting, investor relations, financial strategy, team oversight, budget ownership, banking relationships, and M&A support.

Fractional CFO — USA → Fractional CFO — UAE → Fractional CFO — UK → Fractional CFO — India →

02

FP&A & Strategic Finance

Planning, forecasting, and business partnering that actually drives decisions. We replace spreadsheet chaos with structured, repeatable processes that connect finance to operations and give leadership the visibility they need.

Problems we solve:

  • 200+ disconnected Excel models with no single source of truth
  • Budgets are annual rituals with no rolling forecast capability
  • CFO spends 70% of time consolidating data, not analyzing it
  • No scenario analysis for capital allocation decisions
  • Planning cycle takes 6-8 weeks when it should take days

Scope: Annual budgets, rolling forecasts, scenario modeling, variance analysis, business partnering, KPI frameworks, management reporting, and strategic planning support.

FP&A & Budgeting Services Deep Dive →

03

Finance Transformation

End-to-end redesign of your finance operating model. We don't just optimize what exists. We design the finance function your business needs to operate at the next level, then build it.

Problems we solve:

  • Post-M&A finance integration is stalled or chaotic
  • Finance processes are manual, error-prone, and don't scale
  • Change adoption on transformation programs stuck below 50%
  • Legacy systems running in parallel with new platforms
  • Finance team structure doesn't match business complexity

Scope: Operating model design, process automation, organizational restructuring, change management, system implementation oversight, and post-merger integration.

Finance Automation & Transformation Services →

04

Cash Flow & Working Capital Planning

Rolling cash flow forecasts, working capital optimization, and the financial visibility founders need to make confident capital allocation decisions. We build the models and discipline that prevent cash surprises.

Problems we solve:

  • Revenue growing but cash balance shrinking
  • No rolling cash forecast — every month is a surprise
  • Working capital tied up in inventory or slow receivables
  • Vendor payment terms not optimized
  • Covenant compliance visibility is poor or reactive

Scope: 13-week and 52-week cash forecasts, working capital optimization, vendor term renegotiation, covenant tracking, cash conversion cycle analysis, and capital allocation frameworks.

05

Financial Modeling & Investor Reporting

Investor-grade models, board decks, and data rooms built to withstand due diligence. We help you tell the financial story your investors and board need to hear, backed by credible numbers and clear assumptions.

Problems we solve:

  • No financial model or models that break under scrutiny
  • Board decks are backward-looking and lack forward guidance
  • SaaS metrics not tracked or poorly defined
  • Investor meetings fail because financial narrative is weak
  • Due diligence data room is disorganized or incomplete

Scope: Three-statement models, SaaS metrics dashboards, board reporting packages, investor data rooms, pitch deck financial sections, and founder coaching on financial storytelling.

06

Reporting Automation & Dashboards

We eliminate manual reporting and build dashboards that give leadership real-time visibility. Power BI, Anaplan, and custom solutions that replace spreadsheet gymnastics with automated, trustworthy data.

Problems we solve:

  • Monthly reports take days of manual compilation
  • Different versions of truth across departments
  • No real-time visibility into KPIs or performance
  • Data scattered across ERPs, spreadsheets, and tools
  • Reporting is always late and frequently wrong

Scope: Dashboard design and build, reporting automation, data pipeline creation, KPI framework design, and executive reporting cadence implementation.

Month-End Close Automation →

07

EPM & Planning Systems

Enterprise Performance Management implementation and optimization. We've delivered eight enterprise planning platform deployments, connecting ERPs to planning models to executive dashboards in integrated architectures.

Problems we solve:

  • EPM implementation stalled or delivering poor adoption
  • Planning tools disconnected from ERP and operational systems
  • Enterprise-grade planning needed at mid-market budgets
  • Multi-entity consolidation done manually across different ERPs
  • No group-wide forecasting or scenario analysis capability

Tools: Anaplan (8+ implementations), Power BI, SAP/Oracle integration, Power Platform, Alteryx, and ERP-to-planning architecture design.

Not sure which service fits your situation?

Book a free 30-minute discovery call. We'll listen, diagnose, and tell you honestly what you need and whether we can help.

Schedule a Consultation