Startups
Business Formation & Financial Setup
Guidance on entity structure, accounting systems, financial controls, and early-stage financial best practices.
Financial Modeling & Forecasting
Custom cash flow projections, operating models, and runway analysis to support planning, fundraising, and decision-making.
Budgeting & Cash Management
Practical budgeting frameworks to manage burn rate, allocate resources efficiently, and extend runway.
Banking & Lending Advisory
Assistance with bank selection, account setup, and introductions to lenders when appropriate. We help position your business to speak the language banks expect.
Investor & Lender Readiness
Preparation of financials, assumptions, and narratives used in pitch decks, loan applications, and investor discussions.
Ongoing Advisory & CFO-Level Support
On-demand strategic guidance to help founders navigate growth, hiring decisions, pricing strategy, and financial trade-offs.
Established
Strategic Financial Planning & Analysis (FP&A)
Advanced forecasting, variance analysis, KPI development, and scenario modeling to support executive decision-making.
Cash Flow Optimization & Working Capital Management
Identifying opportunities to improve liquidity, manage receivables and payables, and support operational efficiency.
Banking & Capital Advisory
Acting as a liaison between your company and banks, commercial lenders, and alternative financing sources. We assist with credit facilities, refinancing, and lender negotiations.
Financial Reporting & Decision Support
Clear, executive-level financial reporting designed to provide insight—not just numbers.
Growth, Expansion & Capital Planning
Financial analysis to support acquisitions, geographic expansion, new product lines, or major investments.
Risk Management & Financial Controls
Reviewing and strengthening internal controls, processes, and financial discipline as the organization scales.
Special Projects & Transaction Support
Assistance with due diligence, lender requests, financial clean-up, or time-sensitive strategic initiatives.