Our Services
Fractional CFOs
Our Fractional CFOs will own your Finance Seat providing strategic and day-to-day leadership over finance and business administration.
Our CFOs have years of experience serving mission driven organizations who are committed to improving the health of people and the planet.
Entrepreneurial Focus
We are committed to helping entrepreneurial leaders turn vision into value. Our focus is working with leadership teams who want to be their best and who are committed to making a positive impact on the world.
As entrepreneurs we run our business on EOS. We value clarity of vision, discipline and accountability, and the importance of team health. We will bring this same rigor to your organization as we help you strengthen your Finance Seat.
One of our key objectives is always to help our clients balance the enjoyment of their life and their families, while also growing their organization and creating value for key stakeholders.
Strengthen Your Team
We will evaluate your finance and business administration team to ensure you have the right people in the right seats. We help develop & attract talent to ensure your Finance Seat is hitting on all cylinders. Our goal is to get you completely out of the Finance Seat. We will take ownership of the team, create annual team goals, quarterly priorities and update you on progress as needed. Ultimately, we want you to sleep better and enable you to focus 100% of your time on successfully leading and growing your organization.
Strengthen Your Process
Clearly defined core business processes are the key to unlock the full potential of your organization. We will evaluate, document and help you improve your core processes. Job #1 will include an initial review and evaluation of key Finance Seat processes and internal controls. Including the monthly accounting close, annual financial planning, financial reporting, business scorecard, business modeling, talent & benefits, technology and compliance. We will provide an initial assessment of Finance Seat core processes, make recommendations for improvement and help you implement the improvements by establishing annual goals and quarterly priorities and assigning clear owners.
Strategic Finance Leadership
We pride ourselves in rolling up our sleeves. We’re here to help with day to day work that needs to get done. Ensuring the daily, weekly, monthly and annual vendor payments, customer collections, payroll, benefits, accounting, financial reporting, budgeting, tax, banking, financing, investment and other work all gets done. Getting this work done is table stakes for any effective finance leader. Particularly in a small organization that is lean on Finance, HR and Administrative resources.
At the same time, we have years of experience helping organizations develop and execute strategy. Ensuring key milestones and goals are consistently met over the long-term. Working with leadership teams, Boards and other key stakeholders. The key to creating long-term, sustainable value for any organization is to consistently do the following:
1. Prioritize and complete the important day to day work that needs to get done. Daily, weekly, quarterly.
2. Develop long-term strategic milestones and work hard to achieve those goals annually, year after year.
This requires vision, leadership, discipline, accountability and solid core process. We are here to help ensure your organization has all of these key elements in place.