Services
Senior finance capability, delivered where you need it.
From board-level strategy to Power BI builds to AI workflows, our services compound. They're designed to plug into an existing finance team and scale based on what the business actually needs.
Service
Fractional CFO, Controller & Bookkeeping Support
Senior finance leadership and operational accounting — without the full-time hire.
Dedicated fractional CFO, fractional controller, and bookkeeping support for businesses that need senior finance leadership and operational accounting without the full-time commitment. From strategic CFO advisory to month-end close and daily bookkeeping operations.
Read more →
Service
Strategic Finance Advisory
Board-ready strategy for PE-backed and high-growth companies.
Financial strategy aligned to PE hold-period objectives, capital raising support, M&A readiness, exit preparation, and board and investor reporting frameworks — delivered alongside your internal team.
Read more →
Service
FP&A & Performance Management
Forecasts, KPIs, and profitability intelligence that drive decisions.
Budgeting, forecasting, 3-statement models, KPI tracking, and profitability analysis across product, customer, and channel — built on durable frameworks that scale with you.
Read more →
Service
Power BI Automation & Real-Time Reporting
From month-end spreadsheets to real-time, self-service dashboards.
Custom Power BI dashboards for CEOs, boards, and investors — with automated ETL pipelines from your ERP, so your team spends time deciding instead of reconciling.
Read more →
Service
Accounting & Controllership Support
Clean books, fast closes, audit-ready results.
Controllership-grade accounting support — month-end close, reconciliations, audit preparation, and GAAP alignment — so your leadership can trust the numbers.
Read more →
Service
ERP & Systems Advisory
Implementations that deliver — without the 18-month detour.
Vendor-agnostic ERP advisory across Dynamics BC365, Yardi, NetSuite, SAP, and QBO — plus procurement-to-pay and AP automation to make the stack actually work.
Read more →
Service
Exit Readiness & Due Diligence
Positioning portfolio companies for the best possible exit.
Sell-side preparation for PE-backed companies — data room, financial model, covenant packages, and the story that strategic and financial buyers expect.
Read more →
Service
Acquisition Integration
Day-one finance integration that holds up under sponsor scrutiny.
Post-acquisition finance integration — systems, reporting, and operating cadence aligned to sponsor standards from day one.
Read more →
Service
AI for Finance & Admin
Practical AI that removes repetitive finance work.
AI-powered AP automation, document processing, and workflow automation built on Microsoft Power Automate and AI Builder — deployed where ROI is clear.
Read more →
Ready to Elevate Your Finance Function?
Let's talk about how strategic finance, Power BI automation, and AI can compound into a real competitive advantage.