Executive-level financial leadership, without the full-time cost. We provide forward-looking strategy, cash flow oversight, and board-ready reporting that keeps your business investor- and lender-ready.

Example Scenario:
A venture-backed SaaS startup struggled with forecasting and investor reporting. Within 90 days, we built a dynamic model and streamlined board packages — cutting reporting time by 40%.

We help you modernize finance by leveraging automation and AI tools to drive efficiency, accuracy, and cost savings.

• Automated accounts payable/receivable workflows

• AI-driven forecasting and variance analysis

• Expense management and approvals

• Real-time reporting dashboards

Example Scenario:
A professional services firm spent 20+ hours per week on manual invoice processing. By implementing AI-enabled AP automation, we cut processing time by 75%, reduced errors by 90%.

When challenges arise, decisive action is critical. We think about the time pre-restructuring as your turnaround window. Our (p)restructuring services stabilize operations, improve cash flow, and preserve value — before you have to call the lawyers and the bankers.

Example Scenario:
A manufacturing firm was on the brink of default. We implemented a 13-week cash flow model, renegotiated with lenders, and executed a working capital plan — extending critical runway and buying the company much needed time.

We partner with founders and owners to provide clear, actionable guidance for negotiations, budgeting, and growth planning.

Example Scenario:
An fintech platform preparing for acquisition needed financial clarity. We built valuation models, advised on deal structure, and supported negotiations.

Strong businesses are built on reliable numbers. We manage your accounting function with accuracy and efficiency so you can focus on running the business:

• Bookkeeping and timely month-end close

• Financial reporting and KPI dashboards

• Payroll coordination and compliance

• Accounting system setup, integration, and process optimization

Example Scenario:
A consumer products company lacked visibility into margins due to inconsistent reporting. We rebuilt their accounting structure, instituted monthly closes, and introduced KPI dashboards — reducing reporting errors by 80% and giving management clear visibility into performance.