Financial Operations Consulting

Our fractional CFO services give you experienced financial leadership without the full-time salary. We help small and mid-size businesses with financial strategy, scenario planning, investor relations, and long-term decision-making. Perfect for companies in growth mode or navigating complexity without hiring a full-time CFO.

With our small business cash flow management service, you will gain full control over how and when money moves. We build 13-week cash flow forecasts, help time your receivables and payables, and set up alerts and thresholds to keep your operations stable and strategic.

Investor-ready financials are non-negotiable. We clean up historical reports, validate your forecast assumptions, and create investor pitch decks with clean P&L, cash flow, and balance sheets. Whether you are raising equity or applying for a business loan, we will get you capital-ready.

This service focuses on profitability consulting for small businesses that are growing in revenue but struggling with margins. We identify cost inefficiencies, improve pricing models, and guide your team on how to boost gross profit. You will understand where profit is leaking and how to reclaim it.

Financial coaching for entrepreneurs gives you the tools to lead your business confidently even if you are not a numbers person. We simplify your statements, explain trends in plain English, and work with you one-on-one to build decision-making confidence as a founder.

Our business exit strategy planning services prepare you for sale, transfer, or succession. We help you boost valuation, tidy your financials, and model exit scenarios. You will walk away with a transition plan that is financially sound and emotionally grounded.

Effective financial forecasting is key to growth. We build rolling forecasts, scenario-based projections, and annual budgets tied to KPIs. Budgeting and forecasting for small businesses should not be a guessing game we give you clarity, visibility, and agility.

This service is ideal for small businesses setting up financial dashboards or migrating into tools like QuickBooks Online. We will clean up your chart of accounts, implement automated reporting, and design visual dashboards that give you real-time, actionable insights.