Elite CFOs Driving
Real Business Outcomes
Strategic finance leadership from Harvard MBAs, former CEOs/CFOs, and private equity veterans who've scaled companies to $100M+. We deliver outcomes, not just reports.
Led by Harvard MBAs and former CEOs who've built and scaled businesses to $100M+. Our focus is delivering measurable impact that far exceeds our fees—our current clients consistently see 5-10x ROI on their investment.
CFO & FP&A Services
Strategic finance that drives margin improvement, cash optimization, and growth. This is our core expertise—what makes us different.
Strategic FP&A
Financial planning & analysis that drives decisions, not just reports
- Rolling forecasts & scenario modeling
- Budget vs. actuals with variance analysis
- KPI dashboards with actionable insights
- Cash flow forecasting & optimization
Executive Advisory
Strategic counsel from CFOs who've been in your seat
- Pricing & profitability optimization
- Hiring & spending decision support
- Growth strategy & capital allocation
- Vendor & contract negotiations
Investor & Board Support
Capital markets expertise when you need it
- Board deck preparation
- Fundraising & M&A support
- Due diligence preparation
- Lender & investor communications
What Makes Us Different
We're not bookkeepers who added "CFO" to our title. We're seasoned operators who use AI-powered analytics to surface opportunities others miss.
Elite Practitioners
Harvard MBAs, former CEOs and CFOs, private equity veterans who've scaled companies to $100M+. We've sat in your seat.
AI-Powered Insights
Automated analytics that surface margin opportunities, cash leaks, and growth drivers others miss. Data-driven recommendations, not gut feel.
Real Business Outcomes
Our clients consistently see 5-10x ROI on their investment. We're measured by results, not hours logged.
Optional Add-Ons
Already have solid accounting in place? Great—most of our clients do. For those who want everything under one roof, we offer these add-on services.
Accounting Services
Clean books that feed your strategic insights
- Monthly close & financial statements
- Transaction processing & coding
- Bank & account reconciliations
- AP/AR management
AP & Invoicing Services
Bill pay, invoicing, and collections support
- Accounts payable & bill pay
- Customer invoicing
- Collections follow-up
- Vendor management
Add-ons pair seamlessly with any CFO tier. Your accounting feeds directly into your strategic insights.
Who We Serve
Growing businesses ready for strategic finance leadership.
Ready for strategic finance leadership?
Let's discuss how we can drive real outcomes for your business.