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 specialize in delivering strategic fractional CFO services to professional service firms and mission-driven organizations - including Marketing Agencies, Law Firms, and Nonprofits.

• Marketing Agencies
  Campaign profitability tracking, client-based revenue modeling, cash flow optimization, and strategic growth planning tailored to agency economics.

• Law Firms
  Trust accounting (IOLTA), matter-based profitability, partner compensation structures, compliance with legal industry regulations, and operational efficiency optimization.

• 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.