Services
Six flagship services. One operator at the table.
Part-time CFO, part-time COO, interim coverage, AI-enabled bookkeeping, AI finance operations, and strategic finance & capital readiness — engagements scoped to where you are in the growth curve and led by a single senior operator, not handed off to a junior.
Part-Time
Part-Time CFO
A CFO in the seat on your leadership team, without the cost of a full-time hire.
- Monthly close, board pack, and KPI review
- 13-week cash + scenario forecasting
- Capital strategy and lender / investor management
Part-Time
Part-Time COO
Operational discipline, systems, and execution rhythm for ops-heavy companies.
- Operating cadence and accountability rhythm
- Vendor, contract, and partner management
- Cross-functional execution leadership
Interim
Interim CFO / COO
Full-time executive coverage during a transition: departure, integration, turnaround.
- 3-9 month full-time coverage
- Sponsor / board reporting + audit
- Successor recruiting and handoff
Project
AI Finance Operations
CFO-grade AI: forecasting, scenario modeling, FP&A automation, board-pack automation.
- Anomaly detection across the close cycle
- Forecast + scenario automation
- Board pack generation with human review
Project
Strategic Finance & Capital Readiness
Fundraising, lender package, M&A prep, investor-grade financials.
- Quality-of-earnings-grade financials
- Cap table, scenario plan, diligence checklist
- Lender, investor, and buyer conversations
Recurring
AI-Enabled, Human-Led Bookkeeping
Senior human bookkeeper. AI co-pilot. Catalyst-grade controls.
- Monthly close compressed from 15 days to under 3
- AI extraction + senior human review on every entry
- Audit-ready trail by design, not as an afterthought
How we engage
Our engagement model is built for flexibility, accountability, and measurable impact from day one.
Discovery & Assessment
30 minutes to understand your situation and identify the highest-impact financial opportunities.
Two-week onramp
We deliver a working 13-week cash forecast, reporting baseline, and prioritized action list before the first invoice cycle.
Embedded execution
Monthly cadence with month-to-month engagement. No long-term contracts. Outcomes you can audit.
Not sure where to start?
Take our free 3-minute CFO Readiness Assessment to identify your strongest and weakest financial areas.
Take the AssessmentReady to talk to a CFO?
Schedule a complimentary consultation and we'll recommend a tailored engagement plan.