Financial clarity
for the next decision.
Part-time CFO leadership for startups and small businesses ready to grow.
30+ years
Auditing public & private companies
Audit-ready
Books and reporting
Flexible
Part-time CFO access
Forward-looking
Budgets and forecasts
HOW WE HELP
Part-time CFO. Full-time impact.
Strategic Financial Leadership
High-level guidance to align financial strategy with your growth objectives and long-term vision.
Financial Planning & Analysis
Budgets, forecasts, and scenario modeling that help you make confident, data-driven decisions.
Cash Flow & Working Capital
Optimize cash flow and working capital so your business runs strong today and tomorrow.
Fundraising & Capital Strategy
Identify the right capital, prepare investor-ready materials, and manage the process end-to-end.
Risk Management & Controls
Strengthen internal controls and mitigate risk to protect your business and stakeholders.
Financial Reporting & Insights
Clean, timely reporting and interactive dashboards that turn numbers into clear next steps.
EXPERIENCE THAT COUNTS
Big-picture perspective. Detail-driven execution.
We combine decades of audit and advisory experience from top firms with a founder-minded approach. You get the insight, discipline, and financial rigor of a full-time executive—on a part- time basis.
Revenue Trend
$24.8M
▲ 18.4% vs Prior Year
Gross Margin
▲ 5.7pp vs Prior Year
Cash Balance
$6.3M
▲ 12.3% vs Prior Quarter
Expense Breakdown LTM
- COGS 41%
- S&A 28%
- R&D 17%
- other 14%
HOW WE ENGAGE
A focused process. Measurable results.
Understand
We learn your business, goals, and challenges to identify the highest-impact opportunities.
Plan
We build a tailored financial roadmap with clear priorities and actionable milestones.
Execute
We partner with you to implement the plan, track results, and adapt as you grow.