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CFO Strategy Services

Strategic advisory and decision support for growth-stage companies needing high-level vision without the ongoing full-time CFO overhead.

  • Strategic planning & roadmap
  • Monthly performance review
  • Capital allocation analysis
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Automation Support

Eliminate manual spreadsheets. We optimize NetSuite and other ERP tools to ensure your close is fast and clean.

  • Automated dashboard setup
  • ERP & bank integrations
  • Close process acceleration
Optimize Operations

High-Impact Finance Consulting

Financial Modeling

Build decision-ready reporting with dynamic 3-statement models that help you plan for market shifts and scalability.

  • Investor-ready projections
  • Scenario & sensitivity analysis
  • Valuation driver identification
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Due Diligence Support

Preparing for an exit or a major credit line? We ensure your books withstand the most rigorous lender or buyer scrutiny.

  • Standardized data rooms
  • Quality of Earnings prep
  • Lender inquiry management
Prepare for Scrutiny
Specialized Services
13-Week Cash Flow

Practical liquidity management for companies with high inventory moves or complex vendor cycles needing margin clarity.

  • Short-term liquidity visibility
  • Variance analysis
  • Cash gap identification
Secure Cash Control
Financial Operations

Hands-on assistance with AR, project profitability, and billing cadence for professional services and CPG brands.

  • Billing & collection design
  • Internal control workflows
  • Project project performance tracking
Scale Efficiently

Build a decision-ready finance function.

AI-forward consulting for growing companies in CPG, Professional Services, and Software. Based in Cleveland, Ohio, serving US operations nationwide with direct, practical expertise.

Clean Close & Cash Control

Optimize treasury structure and treasury management to drive net income and lender readiness.

Specialized CPG Support

Expert inventory, COGS, and deductions management for CPG brands using NetSuite.

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Current Accounting Software

CPA-led • Cleveland Based • Nationwide Support

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