Financial Advisory · Fractional CFO
Fractional CFO & Finance
The finance leadership you know you need — an experienced operator in the seat, building the systems and the numbers you can run the business on.
The seat, filled
A finance leader, without the full-time hire
Most growing companies outrun their finance function before they can justify a full-time CFO. We fill the seat with an operator who has carried it before — building board- and lender-ready forecasting, a close you can trust, cash you can see further ahead, and the handful of metrics leadership actually runs on. Not another report; a leader in the seat.
How it works
Embedded, or on call
Embedded Leadership
An experienced finance or operations leader embedded in your business — at the altitude the situation calls for, sized to the need rather than a fixed retainer.
What that looks like
Embedded Leadership
An experienced finance or operations leader embedded in your business — at the altitude the situation calls for, sized to the need rather than a fixed retainer.
- A seasoned operator embedded in your team
- CRO / COO / CFO-level, as the situation calls for
- Sized to the need, not a fixed retainer
- In the seat, not on the sidelines
Advisory
Senior counsel for the owner or CEO carrying the weight alone — a sounding board with real operating experience, on call for the decisions that matter.
What that looks like
Advisory
Senior counsel for the owner or CEO carrying the weight alone — a sounding board with real operating experience, on call for the decisions that matter.
- A sounding board with real operating scars
- On call for the decisions that actually matter
- Straight answers, not billable fog
- Senior counsel for the owner or CEO
Need a specific outcome with a finish line — a systems implementation, a close cleanup, a turnaround? See Project & Transition ›
In your world
Finance leadership tuned to your business
The finance that decides what a company is worth looks different in every sector. We bring a lens tuned to yours.
Discrete Manufacturing
You can quote a job in your sleep — you just can’t say if it made money.
We build real job-level margin, free the cash trapped in inventory and WIP, and get pricing know-how out of one person’s head.
Multi-location Healthcare
Every location runs differently — none can tell you why margin moved.
We build location-level P&L, own the collections and denial trend, and give every site one honest read.
Managed Service Providers
Recurring revenue looks predictable — until you net out the churn.
We measure net retention, control scope creep, and build a forecast that nets the churn instead of overstating it.
Specialty Consulting
Your best people are fully booked — your pipeline is still a mystery.
We measure the pipeline, protect utilization and realization, and de-risk the book beyond a few rainmakers.
B2B Software
Revenue is up and to the right — net retention tells another story.
We read cohorts and net retention, turn runway into a band, and hold the line on the efficiency of growth.
What it looks like
A few illustrative engagements
Illustrative composites — representative of the work and the outcomes, not specific clients.
Profitable, but cash-poor
A healthy P&L masked constant cash anxiety. We stood up a 13-week cash forecast, released working capital from inventory and WIP, and built true job costing that corrected pricing. The money-losing jobs finally became visible — and the cash came off the shop floor.
When one customer sets the mood
A few customers carried most of the revenue, and a wobble at the top account rippled through the whole company. We measured and monitored the concentration, diversified deliberately, and rebuilt covenant headroom. The fragility that capped the value was compressed.
Numbers no one trusted
Dueling spreadsheets, a slow close, and a raise on the horizon. We built a faster close on one source of truth, then made the business diligence-ready with clean records and defensible earnings. A scramble became a position of strength.
Start with a clear read
The Friction Diagnostic shows where revenue, cash, and stability are held back — and the first move to fix it.
Book a Friction Diagnostic