What We Do
Most engagements combine two or three of these. Each is scoped to a deliverable you keep, with a defined end.
01
Board-level financial leadership without a board-level salary.
Cash flow you can forecast, a budget that survives contact with reality, and someone who can sit across from your lender and answer the hard question.
02
The system you were sold, actually delivering the numbers you need.
Most failed ERP projects are not software problems. They are scoping, data, and change-management problems. Selection through post-go-live, with finance in the room from day one.
03
Forward-looking numbers, not a rear-view mirror.
Financial models and dashboards built so the operator running the business can read them without a finance degree, and act on them the same week.
04
Getting the business out of one person's head.
Key-person risk is the quiet valuation killer in a mid-market company. We document the processes that matter, in the form the people doing the work will actually use.
05
Insurance structured by someone who reads the policy.
Coverage gaps surface at the worst possible moment. We review the program you have, price what you are missing, and negotiate the structure you need.
06
Applied where it pays for itself, and nowhere else.
Reconciliations, variance narratives, contract review, close support. We build the workflow, teach your team to run it, and hand it over.
Why Clients Choose Us
Traditional consultants deliver a recommendation and leave the hard part—making it real inside your business, with your people and your systems—to you. That handoff is where most of the value leaks out. We stay through it.
Findings inside three weeks, not a three-month discovery phase billed by the hour.
We capture the starting numbers in Diagnose so the improvement is arguable with evidence.
The person who scopes the work is the person who does the work.
The goal is a team that no longer needs us, not a retainer that never ends.
Most engagements are hybrids—fractional CFO support running alongside a defined project like an ERP implementation or an insurance restructuring. Tell us the problem and we will scope it honestly, including telling you if we are the wrong fit.
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