Plan, Scale, Grow with Confidence
Fractional CFO & Outsourced Accounting Services
– Financial leadership and accounting support for growing businesses
YOUR PATH TO GROWTH
Ready to take your business to the next stage? Here’s how a Fractional CFO can help
Gain senior-level financial expertise and strategic guidance designed to drive growth, profitability, and long-term value.
Insight | Strategic financial insight to guide decisions and growth
Visibility | Improved visibility and management of your profits, cash flow and working capital
Key Benefits
Staying ahead | Better budgeting, forecasting, and reporting discipline
Objectivity | Independent view to challenge assumptions and uncover opportunities
Priority | Frees the CEO and management team to focus on driving the business forward
Cost effectiveness | Re-invest the savings from a full-time CFO into business growth initiatives
You get clarity, confidence, and control over your financial direction — at a fraction of a full-time CFO cost.
Our Solutions
From strategic guidance to operational excellence, we empower your business with calrity, control and sustainable growth
Strategic Support
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CFO-level advisory
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Strategic decision support
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Board representation
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Pricing strategy & cost control
Financial Planning
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Annual budget
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Rolling forecasts
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Cashflow modeling
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Capital Optimization
See What You Gain
Management Reporting
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Monthly review of revenue, profitability, cashflows
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KPI dashboards
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Budget-to-actual variance analysis
See What You Gain
Growth Initiatives
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M&A advisory
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Fundraising
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Investor relations
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New market entry review
See What You Gain
Accounting & Bookkeeping
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Bookkeeping
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Reconciliations
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Financial statements preparation (P&L, Balance Sheet, Cash Flow)
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Month-end close and reporting
See What You Gain
Tax Preparation
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Periodic tax filings
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Business tax return preparation
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Compliance checks to avoid penalties
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Assist with inquiries from IRS
See What You Gain
Our Advisory & Accounting Service Plans
Flexible CFO & Outsourced Accounting solutions for every stage of growth. Choose the package that fits your business—gain insights, optimize cash flow, and plan for growth with confidence.
Predictable, Fixed-Fee Finance Support
Support for Every Business Stage
Tailored Transaction Support
Outsourced Accounting
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Reliable books and clean data for better decisions
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Reduced tax risk and improved compliance
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Fewer financial surprises, more clarity and control
Monthly bookkeeping & reconciliations
Month-end close
Financial statements (P&L, Balance Sheet, Cashflow)
Chart of accounts optimization and clean-up
Ongoing support for auditors, lenders and tax preparers
Tax preparation & filing (Federal & State)
Response to IRS inquiries and notices support
Fractional CFO
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Gain clarity on financial health & trends
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Improve cashflow, plan growth, make informed decisions
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Strategic guidance, risk aware growth, investor-ready reporting
Monthly management report & insights (trending analysis of revenue, profits, cashflow)
KPI dashboards
Budget-to-actual variance analysis
Annual budget & monthly rolling forecasts
Cashflow & capital optimization
Strategic review & Roadmap
Board materials & representation
Expertise You Can Count On. Results You can Measure
With 15+ years of experience in Big 4 Management Consulting firm and Private Equity portfolio company, our founder partners with business leaders to unlock performance, profitability and sustainable growth opportunities.
15+ Years
of Finance and Strategy Experience
Senior Management Roles
in Big4 Management Consulting firm and Private Equity Portfolio Company
100+ Businesses Advised Across Growth and Transformation
30+ M&A and Capital Transactions
Led and Supported Optimizing Shareholders' Value
Global Experience Spanning the US, Asia Pacific and Europe
Diverse Industry Expertise
from Technology and Consumer to Healthcare and Manufacturing
Selected Credentials
Delivering measurable financial impact — from valuation growth and profit uplift to stronger cash flow and successful transactions.
3X
Valuation
30%-85%
EBITDA uplift
US$1M - US$3B
M&A Transaction Deal Size
Improved
Cashflow & Liquidity
Your Path to a Stronger, Scalable Business
A step-by-step approach that turns financial complexity into clarity, action, and sustainable growth.
Step 1 DISCOVER & ALIGN
We begin with a conversation to understand your goals, challenges, and financial priorities to align on the support your business needs.
Step 2 ONBOARD & ASSESS
We review your financials, reporting processes, and systems to identify gaps, clean up the foundation, and establish key metrics and cadence.
Step 3 BUILD & IMPLEMENT
We develop the reporting, forecasting, and cash flow tools that turn your numbers into clear insights for confident decision-making.
Step 4 PARTNER & SCALE
We work alongside you on an ongoing basis to monitor performance, refine strategy, and guide key decisions — driving growth, profitability, and long-term value.
Get Started with Us
Please fill out the form below to tell us which service interests you and how we can support your goals — we’ll be in touch shortly.