Driving Financial Clarity, Operational Efficiency, and Growth

Financial Efficiencies

Strategic Alignment

Scalable Growth Frameworks

THE CHALLENGES BUSINESSES FACE

STRATEGIC MISALIGNMENT:
Growth goals are often disconnected from financial planning
FINANCIAL BOTTLENECKS:
Inefficient processes delay insights and decisions

OPERATIONAL INEFFICIENCIES: Teams and tools not optimized for scalability

OPERATIONAL INEFFICIENCIES: Teams and tools not optimized for scalability

TAILORED CFO ADVISORY SERVICES

ENGAGEMENT MODELS

SHORT-TERM INITIATIVES

BILLED HOURLY OR THROUGH PACKAGES

ONGOING ADVISORY SUPPORT

RETAINER-BASED

INTERIM CFO (Full time or Fractional)

RETAINER-BASED

CUSTOM ENGAGEMENTS

BILLED HOURLY OR THROUGH PACKAGES

SERVICES TAILORED TO YOUR NEEDS

EXPERTISE

OFFERINGS

Financial Process Optimization

Reduced closing times and improved reporting quality

Growth Alignment & Operational Efficiency

Rebuilt teams to align with growth objectives

Strategic Planning & Stakeholder Engagement

Managed $6Bn+ parent company, PE and VC relationships

Business Model & Market Expertise

In-depth understanding of B2C and B2B dynamics

EXPERTISE

OFFERINGS

Financial Process Optimization

Reduced closing times and improved reporting quality

Growth Alignment & Operational Efficiency

Rebuilt teams to align with growth objectives

Strategic Planning & Stakeholder Engagement

Managed $6Bn+ parent company, PE and VC relationships

Business Model & Market Expertise

In-depth understanding of B2C and B2B dynamics

A UNIQUE VALUE PROPOSITION

Financial Efficiencies

Strategic Alignment

Scalable Growth Frameworks

Financial Efficiencies

Strategic Alignment

Scalable Growth Frameworks

HANDS-ON STRATEGIC THINKER, RESULTS-DRIVEN APPROACH

CASE STUDIES

Gained Board’s trust within 2 months by addressing all pending questions and proactively tackling new potential ones
Paved way for new CEO arrival, subsequent strategic review and rebuild of Finance team on the East Coast (co-located with CEO)

Simplified and optimized internal AP process while increasing internal accountability. Built AR function from scratch to help collect $2m in AR from Ulta, BestBuy, Nordstrom, etc. Reduced month end close from 40 to 21 days without any additional resource

Shortened month-end close by 10 business days and improved reporting quality Led cloud-based accounting system implementation (complete in 3 months) Rebuilt Store Dev. department to me company growth goals

LET’S TRANSFORM YOUR BUSINESS

TESTIMONIALS