Strategic financial insight and leadership for growing companies—empowering mid-market teams to scale confidently.
We craft dynamic budgets and forward-looking projections that sync with your expansion roadmap, enabling precise resource shifts and risk mitigation.
In strategic terms:
Why it matters: Turn ambitious plans into funded realities—avoid over/under-spending in high-growth phases.
We dissect cash cycles to unlock liquidity, fueling expansion while safeguarding against volatility in larger operations.
In strategic terms:
Forecasting models: Predict inflows/outflows across multi-location teams.
Why it matters: Sustain momentum during funding waits—keep ops humming without dipping into reserves.
Custom dashboards deliver live metrics tailored to boardrooms, spotlighting drivers of value for investors and execs.
In strategic terms:
Why it matters: Arm your C-suite with data that sparks decisions, not debates—boost investor confidence overnight.
We transform raw data into foresight, using advanced modeling to inform pivots, investments, and long-term viability.
In strategic terms:
Scenario simulations: Stress-test expansions, mergers, or economic downturns.
Trend deep-dives: Uncover patterns in multi-year datasets for predictive edges.
Why it matters: Equip your team for proactive growth—spot opportunities competitors miss.
We package your story into compelling narratives: Polished decks that highlight wins, risks, and trajectories for stakeholders.
In strategic terms:
Why it matters: Secure buy-in faster—turn numbers into narratives that close deals and retain backers.
From valuation to integration, we streamline M&A processes with rigorous financial vetting and prep for seamless transitions.
In strategic terms:
Due diligence audits: Scrutinize targets for hidden liabilities or synergies.
Why it matters: Minimize deal risks—maximize value in acquisitions, funding, or exits for enterprise-scale plays.
We audit and upgrade your finance engine: Streamlining workflows to cut costs and errors in complex, team-driven environments.
In strategic terms:
Why it matters: Scale without cracks—free your finance team for strategy over spreadsheets.
We guide your ERP & automation strategy from the finance lens. We review your current workflows, spot automation opportunities, and define accounting requirements so your tech team builds a system that’s accurate, scalable, and audit-ready.
In strategic terms:
Finance-side oversight: Lead UAT (user acceptance testing), validate journal entries, and confirm GAAP/IFRS alignment before go-live.
Automation checkpoints: Ensure AI tools don’t create phantom entries or break reconciliations.
Why it matters: You avoid costly rework after a bad ERP launch. Your CFO and auditors get trusted data, not just faster data.
Tap executive-level guidance on-demand: A virtual C-suite ally for milestones, minus the six-figure salary.
In strategic terms:
Why it matters: Get Fortune-500 smarts at startup costs—accelerate your path to market leadership.
For audit and compliance needs, explore technical accounting (ASC 606, 842, etc.) and SOX services—controls testing and remediation.
Starting from scratch? Review our Startups & Small Businesses services for incorporation and bookkeeping basics.