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How we help
Expertise across finance, accounting, and bizops. Tailored to exactly what you need.
Modeling & Forecasting
✓ Driver-based model ops / fundraising
✓ Scenario planning
Outcome: Growth and fundraising plan
Reporting & Insights
✓ Automated board packs & dashboards
✓ KPI selection & cadence
Outcome: Timely insights, confident decisions
Accounting & Ops
✓ Timely accurate close
✓ Financial systems
Outcome: Clean books, no headaches
Systems & Data
✓ Data foundation built for scale
✓ Tech integration across ERP, CRM, & FP&A
Outcome: Single source of truth for metrics
What we believe
💡 Finance as a force multiplier
Finance shouldn’t be a brake - it should be the accelerator. Done well, finance gives the whole company permission to move quicker.
🏗️ Financial data is key
A strong data foundation makes every decision clearer and faster. I’ve worked with nearly every tool out there. The names change, but the goal is the same: clean data that helps you move fast.
⚡ AI is game changing
The role of the finance team is evolving. AI-enabled finance functions are capable of delivering game changing insights in real-time and with less headcount.
🚀 CFO guidance is critical at every stage
Early CFO input helps connect your model and metrics to your strategy. You can stay focused on innovating and growth, rather than backtracking.
How we work
Phased approach delivers momentum today and foundations for tomorrow