They don't have reliable financial data to guide decisions.
Cash flow feels unpredictable or reactive.
Budgets, forecasts, and KPIs are either missing or inconsistent.
Internal processes break as the team grows.
No one is proactively flagging risks or opportunities.
They feel "too big for spreadsheets but not ready for a full CFO."
We turn scattered financial data into clarity, clean reports, practical dashboards, and insights that actually help you run the business.
You’ll know what’s coming, what’s risky, and how to stay ahead of cash demands.
We build simple, flexible planning models that help you see the road ahead.
We tighten workflows so the finance function is predictable, compliant, and scalable.
You get straight answers, whenever you need them, no slow committees or layers of juniors.
Whether you’re preparing for investment, scaling operations, or restructuring, we stay alongside you as your needs evolve.
We review your current systems, reports, and challenges, then align on what financial clarity means for your business.
We create or refine dashboards, reports, and KPIs so decision-making becomes data-driven.
We build forward-looking cash flow models and set up a budgeting or forecasting routine.
We improve processes for approvals, documentation, payments, and reporting.
We meet regularly to review performance, support decisions, and flag risks or opportunities.
Package
Description
Includes
Forcompaniesneedingsteadysupport.
Monthlyreviewmeeting
Performancereporting
Cashflowmonitoring
Guidanceonfinancialdecisions
Forcompaniesneedingasolidfinancialroadmap.
Budgetbuild
Forecastmodel
KPIdashboard
Implementationworkshop
Forbusinesseswantingaseniorfinancepartnerwithouthiringfull-time.
Weeklyorbi-weeklycalls
Cashflowmodel
Managementreportingsuite
Processimprovements
Strategicfinancialinput
Forcompaniesneedingsteadysupport.
Monthlyreviewmeeting
Performancereporting
Cashflowmonitoring
Guidanceonfinancialdecisions
Forcompaniesneedingasolidfinancialroadmap.
Budgetbuild
Forecastmodel
KPIdashboard
Implementationworkshop
Forbusinesseswantingaseniorfinancepartnerwithouthiringfull-time.
Weeklyorbi-weeklycalls
Cashflowmodel
Managementreportingsuite
Processimprovements
Strategicfinancialinput
Managing Director
