Financial Planning & Clarity

• Build forecasts, budgets, and dashboards that clarify your financial position and guide decision-making.

Cash Flow Management

• Strengthen day-to-day and long-term liquidity with active cash flow monitoring and working capital strategies.

Growth & Funding Guidance

• Prepare for expansion, secure financing, and position your organization to impress lenders, investors, and boards.

Efficiency & Profit Optimization

• Identify key cost drivers, optimize margins, and unlock greater profitability for sustainable success.

Oversight, Controls & Compliance

• Implement robust financial controls, accounting systems, and ensure compliance to keep your organization resilient.

We work with a diverse mix of small and mid‑sized businesses and small family offices that are ready for more sophisticated financial guidance without a full‑time CFO. Examples of who we serve include:

• Professional service firms (including law firms and creative agencies)

  Revenue modeling, client or matter profitability, owner/partner compensation structures, and cash flow planning.

• Tech and e‑commerce businesses

  Subscription and recurring revenue modeling, unit economics, inventory and fulfillment planning, and cash runway forecasting.

• Digital asset and crypto‑focused businesses

  Accounting and treasury processes for digital assets and stablecoins, clear financial reporting, and support in a rapidly evolving regulatory environment.

• Nonprofits
  Grant tracking, fund accounting, budgeting and reporting designed for funders and boards, mission alignment, and financial sustainability planning.

• Discovery
  We start by understanding your business, goals, and challenges so we can meet you where you are.

• Tailored Financial Plan
  We develop a financial roadmap that brings clarity and direction to your operations.

• Implementation
  We integrate accounting systems, reporting tools, and processes that keep your finances organized and forward-looking.

• Ongoing Partnership
  We continue providing reporting, insight, and guidance as your business grows and evolves.