Your CFO's office
Our financial planning and analysis (FP&A) services support your company through growth, consolidation and transition, without the cost of a full-time finance leader. We help you anticipate, not react.
Learn more about our External CFO services
Six fronts a CFO must handle. You pick the scope, we execute it.
Budgeting
We build the annual budget that connects strategy with operations, plus a rolling forecast that updates month over month.
Learn more13-week cash flow
The most important treasury tool any company has: weekly visibility of inflows, outflows and funding needs over the next 13 weeks.
Learn moreReports & analytics
Financial statements and executive reports built to drive decisions, not to be filed. Monthly, clear, comparable.
Learn moreKPIs & dashboards
We define the financial and operational KPI dashboard your team should review every Monday.
Learn moreWorking capital
We optimize the cash conversion cycle: receivables, inventory and payables working in your favor.
Learn moreProject analysis
Before you invest, you know the return. We model the business case for projects, expansions, new lines and CapEx.
Learn more
Your business is doing well… or so you think. Why you need a budget.
Imagine driving a car with no dashboard. No speedometer, no gas gauge. That's exactly what happens when you run a business without a budget.
Your numbers exist. Is anyone reading them?
There's a silent problem in many companies: they have the information, but nobody uses it. The data is in the system, but it's not organized to tell management anything useful.
You want to retire. Your company can't depend on you forever.
You have someone in mind to replace you. But one question keeps you up at night: how do I know if they're doing a good job? It's one of the worst-managed processes in founder-led companies.
Multiple companies, multiple countries, multiple currencies. How not to lose control.
If you have subsidiaries in different countries, you know the headache: consolidating when every company runs in its own currency, accounting standards and systems. By month-end it's already too late to act.
Your office also affects your productivity. Small changes, big results.
It's not all about finance. If you spend 8+ hours in front of a screen, the ergonomics and tidiness of your workspace matter more than you think. Here are simple changes with real impact.
Are you going to sell your company? What nobody tells you about the process.
Selling your company is the most important transaction of your professional life. Most founders arrive unprepared, without proper advisors, leaving money on the table.