/ 01
Virtual
Bookkeeping
Bookkeeping
Day-to-day financial operations handled remotely by a senior team. The foundation that everything else is built on: accurate, timely, audit-ready.
- Daily transaction recording
- AP / AR management
- Reconciliations
- Payroll prep
- Expense management
- QuickBooks & Xero
/ 02
Fractional CFO
& Controller
& Controller
Senior financial leadership embedded in your team. Strategic thinking, board-ready reporting, and the kind of judgment that comes from 25+ years in the seat.
- Cash flow forecasting
- Budgeting & planning
- Investor & lender reporting
- Board prep & KPI design
- Capital strategy
/ 03
Strategic
Advisory
Advisory
High-stakes decisions, navigated by people who've made them before. Restructurings, turnarounds, growth strategy: the work that determines what kind of company you become.
- Capital structure
- Operational turnarounds
- Profitability redesign
- Strategic planning
- Crisis management
/ 04
Transaction
Advisory
Advisory
Buying, selling, or raising? You only get one shot at the deal. We've sat at the table for hundreds of transactions and know where value is created, and where it leaks.
- M&A advisory
- Due diligence
- Quality of earnings
- Capital raises
- Exit planning