Services
Fractional CFO Retainer
Strategic financial leadership for closely-held businesses without a full-time CFO. Monthly oversight of accounting, planning, banking relationships, and capital decisions. 13-week cash forecasting, monthly leadership reviews, quarterly check-ins, and on-call advisory between them.
Client Advisory Services
Ongoing advisory across day-to-day financial operations: reporting, reconciliations, controls, month-end close discipline, and SSARS-compliant preparation engagements under AR-C 70 for businesses that need a well-supported financial statement. Management retains written responsibility for the statements. No assurance is provided.
Financial Systems Advisory
Selection, implementation, and remediation of the financial systems that produce your numbers: ERP, GL, FP&A, and the integrations between them. Twenty-five years of doing this at scale, at organizations where the system handled $50B in revenue and thousands of leases across multiple geographies.
Special-Project Engagements
Fixed-scope work outside the retainer pillars, often the way new clients start. Common projects include:
A single-period structural-supportability assessment that tests whether your current financial picture actually holds together.
Quality of earnings analysis and CFO-side transaction support for owners considering a sale, recapitalization, or acquisition.
M&A integration support: purchase accounting, balance-sheet integration, and financial reporting alignment.
Lease accounting implementations.
Treasury and banking operations build-out.
Targeted system selections or remediation.