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Trusted by US SMBs, founders and CFOs
Our Services

Nine services. One team. Same advisory rigor on every engagement.

Strategic finance for US businesses across manufacturing, SaaS, retail, real estate, FMCG, and more — delivered by experienced finance professionals from leading global advisory firms.

SERVICE 01

Fractional CFO Services

“The strategic brain your business has been missing.”

Senior finance leadership delivered fractionally. Strategy, cash visibility, forecasts, decisions — without the $250K full-time cost.

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SERVICE 02

Cash Flow Management

“Stop being surprised by your own bank account.”

13-week rolling cash forecasts, working-capital diagnostics, weekly cash decision cadence. Built to be operated by your team after we leave.

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SERVICE 03

Outsourced FP&A

“Budgets aren't just for spreadsheet people.”

Annual budgets, rolling forecasts, monthly variance analysis, KPI dashboards. The planning function your CFO would build if you had one.

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SERVICE 04

Financial Modeling

“Numbers you can stand behind.”

Three-statement models, fundraise models, scenario analysis, lender-ready forecasts. Documented assumptions, reproducible methodology.

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SERVICE 05

Catch-Up Bookkeeping

“Two years of mess. Fixed before your next meeting.”

Backlog cleanup, QuickBooks reconciliation, audit-ready trial balances. From "behind and worried" to "ready and clean" in weeks.

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SERVICE 06

Investor Reporting

“Every month. Done. Before they have to ask.”

Monthly board packs, MIS reports, KPI dashboards, investor updates — delivered by the 5th of every month, every month.

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SERVICE 07

Portfolio & Group Reporting

“Consistent reporting across every entity, every portfolio company.”

Standardised reporting for funds and MNC groups. Apple-to-apple comparison, quarterly health checks, consolidated plus standalone monthly reports.

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SERVICE 08

Business Valuation

“What is your business actually worth?”

Defensible valuations to internationally accepted standards. ESOP, exit, fundraise, partner buyout, estate planning — auditor-acceptance is the standard.

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SERVICE 09

Deal Advisory & M&A

“Before you sign — make sure the numbers tell the truth.”

Quality of earnings, due diligence support, deal structuring, post-acquisition integration. Built by professionals from leading global advisory firms.

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