Services
Strategic financial leadership
when you need it, on your terms
Choose your lane. The work begins with a clean, auditable foundation.
01Interim CFO Services
Who it is for
Companies navigating a finance-leadership transition, a major decision, or a gap that cannot wait for a permanent hire.
What you get
Financial continuity, decision-ready reporting, and a clear handoff for the next leader.
We stabilize the finance rhythm around the work already in motion: current cash, the close, forecasts, key reporting, team ownership, and upcoming board or capital conversations. The result is a practical financial view that keeps leadership moving while the organization finds its next footing.
Cadence
Defined transition or critical period.Explore interim CFO services →02Fractional CFO & FP&A
Who it is for
Company operations that need a finance function, including growth-stage businesses looking for fractional CFO, FP&A, capital advisory, and board reporting.
What you get
A reporting foundation, driver-based forecasts, and a monthly board pack.
We consolidate operating data, accounting records, and transaction history into a clean, auditable foundation. From there we build driver-based models that link your assumptions to cash, revenue, and unit economics, then produce monthly dashboards, variance analysis, and scenario forecasts ready for board review.
Cadence
Monthly board pack.Explore fractional CFO services →03Capital & Fundraising Advisory
Who it is for
Operators and founders preparing a raise, or working through capital advisory for growth and restructuring.
What you get
Investor materials, financial models, and process through a raise.
We start from a clean, auditable foundation: operating data, accounting records, and transaction history, then build driver-based financial models that link assumptions to cash, revenue, and unit economics. Those models, not a slide deck, are the basis for investor materials and for the decision to invest, cut, pivot, or raise.
Cadence
Through a raise.Request a conversation →04Financial Modeling Services
Who it is for
Founders and operating leaders who need a decision-ready model for growth, capital planning, a project, or a major commitment.
What you get
A connected view of operating assumptions, cash, capacity, and funding needs.
We turn the plan into a working financial view that leadership can test. Revenue drivers, staffing, delivery costs, payment timing, and capital needs come together so the team can see what must be true for the plan to work, where pressure can emerge, and how a different case changes the decision.
Cadence
Focused project or ongoing planning rhythm.Explore financial modeling services →05Financial Forecasting Services
Who it is for
Leaders who need a current view of cash, commitments, and operating assumptions before a consequential decision.
What you get
A practical forecast that connects the operating plan, timing, and financial tradeoffs.
We bring expected revenue, collections, payroll, costs, commitments, and planned investments into a working outlook. Leaders can see the expected path, understand where pressure may emerge, and decide earlier when timing, spending, or the plan itself needs to change.
Cadence
Focused forecast project or ongoing planning rhythm.Explore financial forecasting services →06Film & Entertainment Financing
Who it is for
Producers and companies in entertainment, film, TV, and games, including production finance, capital stacks, distribution deals, and interactive media.
What you get
Capital structure, project viability, and other people’s money.
We take the budget, schedule, and deal terms and turn them into a cash picture you can see overnight against. Project and operating numbers get pulled into one auditable set of books. The model ties days, cast, incentives, and distribution assumptions to cash and revenue so you can see whether the picture works before you put capital in. Production finance, capital stacks, distribution, games and interactive, models and plans, not slide decks.
Cadence
Project by project.Explore nonprofit accounting services →07Nonprofit Accounting & Finance
Who it is for
Nonprofit leaders who need real support on the books: accounting, bookkeeping, grant compliance, and 990-ready records, not another presentation.
What you get
Accounting, bookkeeping, grant compliance, 990-ready books, and a continuous monthly close.
We consolidate operating data, accounting records, and transaction history into a clean, auditable foundation, then produce monthly dashboards, variance analysis, and scenario forecasts ready for board review. The close is continuous and monthly so leadership allocates capital with clarity.
Cadence
Continuous monthly close.Request a conversation →