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What we do

One firm. Two sides that work together.

Most fractional CFOs stop at pointing out problems. We fix them too. Finance tells you where the money is going. Operations fixes why.

Finance · led by Bryce

Fractional CFO

"Where is the money going, and what should we decide?"

Senior financial leadership, part-time. We validate your close every month and turn it into numbers you can steer by. Start with Financial Governance, or add Growth & Strategy for cash planning and lender prep.

  • Standardized Close Validation
  • 13-week cash forecast
  • Budget & KPI dashboard
  • Owner pay & tax reserve plan
  • Bank & lender relationship
  • CPA Tax-Readiness Alignment

How it works: a monthly retainer, with a numbers meeting every month.

Operations · led by Colin

Friction & systems

"Why does work break down, and how do we fix it?"

We fix what we find. We map how work really moves through your team, then build the procedures and tools that stop money leaking out of the day-to-day, without asking you to give up the software you already rely on.

  • Visual SOPs your team follows
  • Workflow redesign
  • Invoicing, pricing & closeout fixes
  • Operational dashboards
  • Connecting your existing tools
  • 30-60-90 day roadmap

How it works: focused projects and sprints, with ongoing support if you want it.

How the two sides feed each other

The numbers find it. Operations fixes it. The numbers prove it.

  1. 1

    Monthly CFO review

    We read the close with you: margin, cash, receivables and what changed.

  2. 2

    We trace the cause

    Slow job closeout, unbilled change orders, overtime creep, dispatch chaos.

  3. 3

    Operations fixes it

    A focused project: new procedure, cleaner workflow, the right tool connected.

  4. 4

    It shows up in your numbers

    We track the result in the next monthly review, so you see what the fix was worth.

Ways to work with us

Start with one side, or bring us both.

Finance only

Fractional CFO

For owners whose operations run well but whose numbers don't keep up. A monthly retainer on the Financial Governance or Growth & Strategy track.

Scope and fee set on your call, in writing.

Operations only

Systems project

For firms with solid finances and processes that break down. A defined project or sprint, with ongoing support if you want it.

Scope and fee set on your call, in writing.

Best value

Both together

CFO + operations

The full picture: monthly CFO leadership plus the operations work it uncovers, at a combined rate that costs less than buying them separately.

Each side keeps its own written scope.

Not sure which you need? The free Diagnostic tells you.

Our approach

Four bearings from first look to smooth sailing.

Finance, operations or both: every engagement follows the same course, tailored to your industry and the way your people already work.

  1. N

    Step 1 · Free

    Free Diagnostic

    Answer plain-English questions written for your industry. You'll see your finance and operations scores, your estimated annual leak and where to start, right away.

  2. E

    Step 2

    Financial & Operational Audit

    We sit down with your numbers and your team to validate the findings and see how work really moves through the business.

  3. S

    Step 3

    Chart the course

    You get a prioritized 30-60-90 day roadmap and a written proposal: a finance retainer, an operations project, or both, each with its own clear scope.

  4. W

    Step 4

    Steer & build

    Monthly CFO reviews keep you steering by the numbers. Operations work fixes what they reveal. Both are tracked in your private client portal.

Your client portal

Your profit, your cash and your playbook, in one private place.

Every client gets a private portal. It shows where your profit stands, where your cash is headed, and the step-by-step playbooks your team runs on.

  • Net Profit & Margin Dashboard
    Net profit, margins, working capital and your Diagnostic scores, refreshed after every monthly close
  • Living 13-Week Cash Forecast
    Rolled forward every month, so you see a cash crunch coming weeks early
  • Visual SOP Playbooks
    Step-by-step workflows rebuilt from how your team actually works
  • Secure Financial Vault & Close Roadmap
    Monthly close packages, financial models and your month-end roadmap
Already a client? Open your portal

How we're paid

Clear scope. Clear fees.

Finance: monthly

A flat monthly retainer, sized to your business and the scope you need.

Operations: by project

A fixed fee per project, set from what the fix is worth to you. You see the math before you sign.

Honest about fit

If the value isn't clearly there, we'll tell you so.

Find out where your money is going.

Free, confidential, about 12 minutes. You'll see your scores and your biggest leak right away.

Take the free Diagnostic Start from your industry