Our Services

Comprehensive fractional executive services designed to optimize your business operations, improve financial performance, and drive sustainable growth.

How We Work

Our proven methodology ensures you get maximum value from our partnership

01

Start with a Free Initial Consultation

One hour conversation to understand your business, challenges, and goals.

02

Proposal & Analysis

We provide a tailored proposal outlining opportunities and recommended next steps.

03

Tailored Engagements

Flexible packages—monthly, quarterly, or project-based—so you get exactly what you need.

Executive-Level Finance and Operations Support

We bring institutional-grade finance and operations discipline to small businesses that want to scale. Below are our core offerings—designed to give you clarity, control, and confidence in your business.

1. Financial Health Package

For owners who need reliable financial visibility and controls.

What's Included:

  • Monthly close support and clean financial statements (P&L, balance sheet, cash flow)
  • Financial system implementation
  • Financial Audit preparation
  • Cash flow forecasting (90-day rolling forecast)
  • Budget vs. actual reporting
  • KPI dashboard (margins, burn rate, revenue trends, etc.)
  • Internal control setup (approval workflows, segregation of duties, expense policies)

Outcome:

Clarity in your numbers, confidence in decision-making, clarity regarding expansions, and protection against surprises.

2. Inventory & Operations Package

For product-based businesses that want to reduce waste and unlock cash flow.

What's Included:

  • Inventory tracking system setup (integrated with your financials)
  • SKU-level margin analysis (what makes money, what doesn't)
  • Vendor contract review & supply chain optimization
  • Demand forecasting & reorder point strategy
  • Standardized reconciliation process for stock and costs

Outcome:

Lower carrying costs, fewer stockouts, better vendor terms, and more cash available for growth.

3. Growth Advisory Package

For owners planning the next stage—whether scaling, fundraising, or prepping for exit.

What's Included:

  • Forecasting and budgeting for growth scenarios
  • Contribution margin & customer profitability analysis
  • Strategic funding guidance (loan vs. investor capital)
  • Exit-readiness review (systems, reporting, valuation drivers)

Outcome:

A clear growth roadmap, with financial visibility, operational efficiency, and a strategic plan to take your business to the next level.

Engagement Models

Flexible partnership options designed to meet your business where it is and scale with your growth

Project-based Engagement

Focused solutions for specific business challenges and growth initiatives

Perfect For:

  • Bank loan applications and financing
  • Pricing model development and optimization
  • Vendor renegotiation and cost reduction
  • Inventory planning and management systems
  • Process digitization and automation
  • Specific operational improvements
Approach

Defined scope, clear deliverables, fixed timeline

Fractional Retainer

Ongoing fractional CFO and Operations Director services that scale with your needs

Ongoing Support:

  • Monthly financial review and planning
  • Operational optimization and monitoring
  • Strategic guidance and decision support
  • Process improvement implementation
  • Vendor management and negotiations
  • Growth planning and execution support
Flexibility

Scale services up or down as needed

Ready to Transform Your Business?

In just one hour, we'll identify immediate opportunities for improvement in your financial reporting processes. You'll walk away with actionable insights—not a sales pitch.