What we do
Clarity and Ownership
We help companies with a fragmented books achieve clarity and alignment. We own the numbers that leave the building — from board packs, investor updates, to the lender's quarterly file.
Services Offered
Core services for stronger financial positioning
Monthly close oversight
Working with your bookkeeper, not replacing them. Target is a six-day close; most companies start north of twenty.
Board reporting package
Written, sent ahead of time, and presented in the room. Not a spreadsheet export with a title slide
18-month rolling forecast
Three scenarios, updated monthly, reconciled to actuals so it stays trustworthy.
Banking, lenders and covenants
Facility management, covenant tracking, and the reporting they require.
How we work
Our structured approach to positioning
Two to four days a month on site or remote, plus a standing weekly call with you and whoever owns the numbers day to day.
Fixed dates every month. You'll know when the close lands, when the board pack lands, and when the forecast updates, from month one.
I attend and present the finance section. That's included, not billed separately.
Six-month minimum, then month to month. Thirty days' notice either way.
$7,500–$12,000/month depending on board cadence and how much cleanup month one requires. Scoped in writing first. No hourly billing.
We write the succession plan in month two, not month twenty. When you're ready for a full-time hire I'll write the job description, sit in on final rounds, and overlap a month so nothing leaves with me.
