Scaling & CFO-Led Services
Strategic financial insight and leadership for growing companies—empowering mid-market teams to scale confidently.
Budgeting & Forecasting
We craft dynamic budgets and forward-looking projections that sync with your expansion roadmap, enabling precise resource shifts and risk mitigation.
In strategic terms:
- Goal-aligned builds: Tie forecasts to KPIs like revenue targets or headcount growth.
- Scenario planning: Model "what-if" outcomes for market shifts or hires.
- Quarterly reviews: Adjust in real-time to keep your leadership team aligned.
Why it matters: Turn ambitious plans into funded realities—avoid over/under-spending in high-growth phases.
Cash Flow & Working Capital Management
We dissect cash cycles to unlock liquidity, fueling expansion while safeguarding against volatility in larger operations.
In strategic terms:
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Forecasting models: Predict inflows/outflows across multi-location teams.
- Optimization tactics: Negotiate vendor terms, accelerate receivables for 20-30% faster cycles.
- Risk buffers: Build reserves for seasonal dips or supply chain hiccups.
Why it matters: Sustain momentum during funding waits—keep ops humming without dipping into reserves.
KPI Reporting & Dashboards
Custom dashboards deliver live metrics tailored to boardrooms, spotlighting drivers of value for investors and execs.
In strategic terms:
- Core metrics: Track ARR, churn, EBITDA—whatever signals health in your sector.
- Interactive tools: Advanced business intelligence integrations for interactive drill-downs and analysis by department.
- Automated alerts: Flag deviations before they impact quarterly results.
Why it matters: Arm your C-suite with data that sparks decisions, not debates—boost investor confidence overnight.
Financial Planning & Analysis (FP&A)
We transform raw data into foresight, using advanced modeling to inform pivots, investments, and long-term viability.
In strategic terms:
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Scenario simulations: Stress-test expansions, mergers, or economic downturns.
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Trend deep-dives: Uncover patterns in multi-year datasets for predictive edges.
- Variance analysis: Bridge actuals vs. plans to refine tactics quarterly.
Why it matters: Equip your team for proactive growth—spot opportunities competitors miss.
Investor & Board Reporting
We package your story into compelling narratives: Polished decks that highlight wins, risks, and trajectories for stakeholders.
In strategic terms:
- Update cadence: Monthly investor briefs; quarterly board packs with visuals.
- Narrative framing: Link metrics to milestones like Series C or market entry.
- Compliance polish: GAAP-ready with footnotes for audit trails.
Why it matters: Secure buy-in faster—turn numbers into narratives that close deals and retain backers.
M&A and Due Diligence Support
From valuation to integration, we streamline M&A processes with rigorous financial vetting and prep for seamless transitions.
In strategic terms:
- Data room curation: Organize 100s of docs for buyer scrutiny.
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Due diligence audits: Scrutinize targets for hidden liabilities or synergies.
- Post-deal modeling: Forecast combined P&Ls for 3-5 year horizons.
Why it matters: Minimize deal risks—maximize value in acquisitions, funding, or exits for enterprise-scale plays.
Process Improvement & Internal Controls
We audit and upgrade your finance engine: Streamlining workflows to cut costs and errors in complex, team-driven environments.
In strategic terms:
- Workflow mapping: Identify bottlenecks in AP/AR for 50+ employee firms.
- Control frameworks: SOX-compliant checks to fortify against fraud.
- Efficiency audits: Automate 30% of manual tasks via policy tweaks.
Why it matters: Scale without cracks—free your finance team for strategy over spreadsheets.
Systems & Automation
We guide your ERP & automation strategy from the finance lens — ensuring every tool supports clean books and reliable reporting. 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:
- Process audit: Map your AP/AR, payroll, and reporting flows to find bottlenecks and compliance gaps.
- ERP selection & design: Recommend ERP solution — with chart of accounts, multi-entity rules, and reporting logic that work for your business.
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Finance-side oversight: Lead UAT (user acceptance testing), validate journal entries, and confirm GAAP/IFRS alignment before go-live.
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Automation checkpoints: Ensure AI tools (e.g., anomaly detection) don’t create phantom entries or break reconciliations.
Why it matters: You avoid costly rework — like reclassifying 10,000 transactions after a bad ERP launch. Your CFO and auditors get trusted data, not just faster data.
Fractional or Project-Based CFO
Tap executive-level guidance on-demand: A virtual C-suite ally for milestones, minus the six-figure salary.
In strategic terms:
- Flexible engagement: 10-20 hours/week or project sprints (e.g., IPO prep).
- Board-level input: Advise on cap tables, comp structures, or governance.
- Exit readiness: Groom finances for 10x valuations or PE handoffs.
Why it matters: Get Fortune-500 smarts at startup costs—accelerate your path to market leadership.
