How We Work
Three engagement models. One operating framework. Always embedded, never just advisory.
Choose the Right Level of Support
Every engagement is built on the RAID Framework. The model depends on where you are and what you need.
Fractional CFO — Ongoing
10–15 hours/week
Embedded finance leadership covering month-end close, cash and margin visibility, investor reporting, and cross-functional strategy without full-time costs.
What's included
Monthly close management, cash flow forecasting, margin analysis, investor and board reporting, KPI dashboards, cross-functional strategy, and finance team development.
Advisory — Light Touch
~10 hours/month
Oversight and strategic guidance for companies with competent finance teams seeking senior perspective on major decisions and growth planning.
What's included
Strategic review sessions, board prep support, financial model validation, growth planning, key decision advisory, and finance team mentorship.
Project-Based
Defined scope, discrete engagements
Financial modeling, finance team assessments, close process redesign, M&A preparation, investor reporting packages.
What's included
Scoped deliverables with clear timelines: three-statement models, close process optimization, due diligence prep, reporting package builds, and finance function assessments.
What RAID Looks Like in Practice
Every engagement is built on four principles that turn your finance function from a bottleneck into a competitive advantage.
Redundant
Documented, cross-trained processes. No single points of failure. Your finance function runs whether any one person is there or not.
Agile
Automation-first. We build systems before we hire people. Technology handles the repetitive work so your team handles the thinking.
Intelligent
Your finance team operates as owner-operators, not scorekeepers. They don't just report what happened — they drive what happens next.
Data-Driven
Every team member owns 3–5 KPIs tied to real business levers. Real-time visibility into cash, margins, and the metrics that matter.
What You Get
These aren't aspirations. They're the standard we hold ourselves to in every engagement.
Book Closes in 5 Days or Less
Fast, accurate closes that give you the numbers while they're still actionable.
Real-Time Visibility
Real-time visibility into cash, margin, and KPIs — no more waiting weeks to understand your business.
Investor-Ready Finance Team
Finance team ready for investor scrutiny — clean reporting, clear metrics, confident answers.
No Knowledge Silos
Cross-trained teams with documented processes. No single points of failure.
Systems That Scale
Systems that scale without adding headcount. Automation handles the repetitive work.
Due Diligence Ready
Clean financials that survive due diligence — whether you're raising, selling, or just running a tight ship.