Our services are designed to meet you where you are and scale as you grow. From financial clarity to long-term strategy, we provide the leadership and insight your business needs to move forward with confidence.

Our Services

The image shows a black background with a blue downward arrow in the center and the word "PROMO" in large white letters above it.

Interim CFO Support

We provide temporary, on-demand financial leadership to handle specific challenges, fill a leadership gap, or manage a transition period, such as leadership turnover, mergers, or rapid growth. These services offer flexible, expert financial strategy, execution, and guidance on a project-basis or for a defined term.

INQUIRE NOW

A blank, light gray grid with rounded corners and a subtle gradient, resembling a digital or graphic design layout

Fractional CFO Services

Customized support plan tailored to the specific needs to be addressed, identified during the initial health assessment review completed during the proposal phase of the engagement.

Black and white infographic with the word 'DOWN' vertically aligned, featuring a large blue downward arrow in the center.

$Text on black background reading 'Our fractional CFO services include' inside a rounded rectangle.$

Clarity

Gain control and transparency

Foresight

Insight

Make informed, data-backed decisions

Strategically guide long-term decisions

Clarity

Accounting Environment

Assessing the accounting system, Ensuring a smooth monthly close (timely, accurate), Providing support for a high functioning accounting department, Monthly internal reporting package

Cash Flow Forecasting

Rolling 13-week cash flow model, Cash flow improvements, Cash flow breakeven analysis

The image shows a blank background with a diagonal divide, the upper part is light gray and the lower part is white.

Coordination with Key Advisors

Banks, CPA firms, Business attorney, Payroll and benefits provider

Black background with a white rounded rectangle in the center containing the words 'I love you' in large black text.

Blue zipper slider on a dark background.

White rectangular label on black background with rounded corners

Letter E with a white border on a black background.

White rectangular button with rounded edges and the text 'Click Me' in the center, set against a black background.

Insight

Icon of a calculator inside a blue circle.

Budget & Forecasting

Budgets / Monthly Review & Analysis
Financial Forecast & Analysis
Sales Forecasting

Icon of a gear inside a blue circle, representing settings or configuration.

Production/Operations

Metrics / KPIs / Scorecard
Cost Accounting, pricing reviews
Margin and profitability by product line

Illustration of a government or financial institution building with four columns, a triangular roof, and a dollar sign inside a circle at the top center, all inside a blue circle.

Banking/Capital

Capital Structure Evaluation
Bank Agreement Review / Covenants
Understand Growth Capital Requirements

Foresight

Planning

Strategic Planning (3 year view)

Capital Investment Analysis,

Risk Evaluation

Business Risk Assessment

SWOT Analysis (Strengths, Weaknesses, Opportunities, Threats)

Succession or Exit

Identified Succession / Exit Options

Well Defined Owner Goals
Full Financial Modeling of All Scenarios

An empty white background with a light gray geometric shape at the top center.

SCHEDULE A CONSULT

What Does a CFO Do?

The CFO provides insight, guidance, and management of a company’s financial functions. This can include:

Key performance indicators & financial metrics
Managing relationships with banking, investments and funding, capital & debt
Managing and reporting on the company’s present financial condition
Forecasting & planning scenarios
Nurturing other key financial and logistical relationships such as legal, accounting, HR, taxes and more