Ways to Work Together
Financial Foundation
For new and early-stage entrepreneurs ready to get their financials right from the start.
Building a business is hard enough without the added stress of not knowing where you stand financially. We work with you one-on-one to set up the financial infrastructure your business needs to operate with clarity and confidence — from your chart of accounts and bookkeeping system to your core financial reports and the key metrics that matter most for your stage of growth.
You'll walk away with a clean, organized financial foundation and the knowledge to manage it going forward.
What's Included:
• Chart of accounts and bookkeeping system setup
• Core financial report templates (P&L, cash flow, balance sheet)
• Key performance metrics identified and defined for your business
• One-on-one walkthrough so you understand your numbers
• Recommendations for ongoing management
Best for: New and early-stage entrepreneurs establishing their financial systems for the first time.
Strategic Finance Partner
Ongoing monthly financial leadership — without the full-time CFO price tag.
Every business deserves a trusted financial partner in their corner — not just a set of reports at the end of the month. On a monthly basis, we analyze your financials, track your key performance indicators, surface the insights that matter, and deliver clear, actionable recommendations so you can lead with confidence.
Think of us as your part-time CFO — showing up every month with the expertise, perspective, and candor to help you make smarter decisions.
What's Included:
• Monthly financial analysis and performance review
• KPI tracking and dashboard reporting
• Strategic insights and clear recommendations
• Cash flow monitoring and forecasting
• Budget vs. actual variance analysis
• Available for board reporting and investor updates as needed
Best for: Growing businesses and purpose-driven organizations ready for proactive financial leadership and accountability.
Project-Based Advisory
Expert financial support for your most critical business decisions.
Some moments in a business require more than day-to-day financial management — they require deep analysis, a clear story, and the confidence to move forward boldly. We specialize in three high-stakes scenarios:
• Raising Capital — Investment-ready financial models, pitch narrative, and the metrics investors need to say yes.
• Selling Your Business — Clean, credible financials and the financial story that maximizes your value.
• Expanding Your Business — Rigorous growth analysis, financial projections, and scenario modeling to make your expansion decision with confidence.
You bring the vision. We build the financial case.
Best for: Entrepreneurs and business owners facing a major financial inflection point — fundraising, a business sale, or expansion planning.
Non-Profits
Impact is #1
- Money is a tool that enables you to create impact.
- You spend too much time worrying about your finances.
- It’s hard to plan appropriately when you don’t know if the money will be there.
We’re here for you
- Strategic partner to improve business management.
- Assessment of impact created across your stakeholders.
- Action plans to improve impact and financial performance.
- Develop new revenue streams to reduce volatility.
How we do it
Diagnostic Review of Organization
· Purpose assessment with leadership.
· Assessment of legal structure & governance.
· Analyze current financials.
· Evaluation of existing and potential revenue sources.
· Assessment of impact across stakeholders.
· Impact planning & measurement.
Customized proposal to fill gaps and capitalize on strengths
· Fixed / incentive-based compensation which works with your business.
Growth and Graduation
· Scheduled plan reviews ensure accountability & continued progress.
· Ongoing affordable support to face new challenges and opportunities.