Helping entrepreneurs and leaders grow their business and themselves through CFO services, financial consulting, financial coaching and business coaching.
Fractional/Interim CFO
As Fractional/Interim CFO, we partner with executive teams to understand their business vision and lead all areas of finance & accounting including strategic planning & advisory, financial operations, FP&A, M&A (valuation & due diligence), cash management and more. We help you to analyze and optimize systems, processes, and team member roles/responsibilities to ensure that business runs smoothly and that you can get the data and insights that you need on a timely basis to make the best decisions possible.
Financial Consulting
As Financial Consultants, we work on a project or long-term basis to assist with strategic planning and guidance, financial planning and analysis, financial modeling, FP&A process development and execution, ERP systems implementations, finance and accounting department/team development and strategy, fundraising (valuation, presentation, negotiation and due diligence), M&A (valuation, negotiation and due diligence), treasury, and cash flow (planning and management).
Financial & Business Coaching
Executive, Business and Financial Coaching offers business owners and leaders a unique opportunity to gain new insights and perspectives on individual leadership and self-awareness, business opportunities or issues, and financial strategies or goals. One of the significant advantages of the process is the coach has an objective, non-judgmental viewpoint so they can see challenges from a different perspective. We offer individual coaching sessions or packages.