Strategic Financial Leadership for Growing Companies
We deliver sophisticated financial leadership through a proven methodology that scales with your business. Our comprehensive service model ensures you have the right financial expertise at every stage of growth.
Core Services
Clarity and Organization
Transform your financial foundation into a scalable system that drives growth.
What We Deliver:
- Complete financial system audit and optimization
- Integration of critical business tools and software
- Custom reporting dashboards and KPI tracking
- Historical data cleanup and organization
- Scalable process implementation
The Impact
Your business gains a robust financial infrastructure that delivers accurate, timely insights while reducing manual work. This foundation supports faster decision-making and prepares you for future growth.
Planning and Analysis
Convert data into actionable strategies that drive sustainable growth.
What We Deliver:
- Detailed financial modeling and forecasting
- Scenario planning and risk analysis
- Cash flow optimization strategies
- Budget development and monitoring
- Growth pathway mappingCapital structure optimization
The Impact
You'll have clear visibility into your company's financial future, with concrete plans to achieve your goals and the ability to adapt quickly to changing conditions.
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Financial Stakeholder Management
Build stronger relationships with investors, banks, and partners through effective financial communication.
What We Deliver:
- Professional investor communications
- Regular stakeholder reporting packages
- Banking relationship management
- Board meeting preparation and presentations
- Financial narrative development
- Due diligence support
The Impact
Your stakeholders gain confidence in your financial management, making it easier to secure additional funding and maintain strong partnerships.
Advisory and Coaching
Access senior-level financial expertise to support confident decision-making.
What We Deliver:
- Regular strategy sessions
- Financial leadership mentoring
- Decision support analysis
- Risk management guidance
- Growth strategy consultation
- Exit planning support
The Impact
You develop stronger financial leadership skills while having an experienced advisor to support critical decisions.
Roadmap To Success? More Like GPS.
Here’s how we work with you to establish a solid foundation and guide ongoing success.
Nick is in a class of his own. He’s a business thinker who is both professional and creative. And his advice comes with exactly the right amount of empathy to spur people with fragile egos into action.
I would recommend Nick’s services to any entrepreneur who is blocked and doesn’t want to stay that way.
Flexible Engagement Models
Project-Based
Focused engagements to address specific financial challenges or initiatives.
Ongoing Advisory
Regular CFO services on a fractional basis, scaling with your needs.
Growth Partnership
Comprehensive financial leadership for rapidly scaling companies.
Ready to Transform Your Financial Leadership?
Schedule a consultation to discuss how our services can support your growth goals.
Your Questions Answered
Find answers to common questions about our fractional CFO services and how we can help.
At a point, you should. But if you're in growth mode, it may be advantageous to engage the most senior talent possible on a fractional basis, rather than hiring a more junior person full time. You need senior, seasoned thinkers more than ever, but you don't need the financial burden of a full-time senior CFO.
Think of us as your bookkeeper's new best friend. We'll work together with them to dive deep into your numbers, uncover hidden growth potential, and make sure every dollar counts. (And don't worry, we'll gently nudge them towards the 21st century if needed.)
You aren't giving up any control. Like any good business partner, our job is to take on the jobs that aren't in your zone of expertise - so you can focus on what you do best. Our clients normally reflect back that their experience working with us creates a feeling of freedom, not anxiety.
When your company attains a certain size and level of sophistication, you'll be ready for a full-time CFO. As our clients attest, we will be the first to let you know when you've crossed that threshold.
All of our work is reviewed by a credentialed CPA and we regularly enhance our expertise with training. We are aware of the nuances of finance and regulatory in an entrepreneurial environment. Our reputation is staked on delivering transparent, credible results that comply with all regulations.
We enjoy the variety of working with multiple clients. And being fractional allows us to target clients who need specifically what our expertise provides.
Yes and no. Our governing bodies require us to have our clients sign Engagement Letters. These agreements confirm our confidentiality and allow our clients to cancel the engagement with written notice. You are not locked in! We know our service is why you will continue working with us.
Still have questions?
We're here to help!