From a light reporting package to a fully embedded fractional CFO seat — the engagement scales with the company, not the other way around.
Nightly, weekly, or something in between — the same disciplined cycle runs every time, whether this is your first cycle working together or your fiftieth. We don't offer a monthly-only service; by the time a month-old number reaches you, too much of it is already out of date.
Reports arrive from your team, or we pull directly from your ERP on a remote-access schedule you control.
Financials are reconciled and loaded into the CFO reporting platform — cash flow, KPI scorecard, budget-to-actual.
The forecast rolls forward against the plan, flagging variances before they become a surprise at year-end.
A working session on what the numbers mean for the next 30–90 days, not just what they say about last month.
Many combinations of margin and volume reach the same dollar target. We help you identify the ones that fit, using what you already know about your business — then measure results, make course corrections, and walk into the bank with numbers that hold up.
Tracked against the plan every cycle, not discovered after the fact at year-end.
And how to correct it — specific, not a general sense that something's off.
Possible changes surfaced from the numbers, not just the numbers themselves.
The same CFO reporting structure runs on Business Central, QuickBooks Online, or NetSuite, and adapts to other systems as needed — so switching accounting systems never means starting your financial story over.
Rolling short-term cash visibility, tied directly into the longer-range forecast, with collections timed to each customer’s actual payment history.
The few numbers that drive your business, tracked consistently every cycle.
Variance surfaced early, with commentary on what's driving it — not just a red or green cell.
An illustrative view of the reporting platform, using sample figures rather than client data — 13-week cash flow, AR/AP aging, KPI scorecard, and a predicted month-end close, refreshed weekly or as often as nightly.
Reports reach you the way that fits your team. The underlying formulas stay locked and password-protected either way — you see the numbers, the analysis, and how each figure ties back to your own source reports.
The report package lands directly in your inbox on your scheduled cadence.
Password-protected, for teams that need a more controlled handoff.
A password-protected link you can keep on your desktop and check whenever you want.
Two specialized engagements that plug into the same CFO reporting platform.
Loan and credit-line documentation prepared before you need it, so you approach a lender from a position of strength, not urgency.
See where turnover is happening, and whether paying more to retain someone is actually the cheaper option.
A 30-minute call at no cost: how you get your numbers today, what you wish you knew sooner, and whether an engagement makes sense.