Our Services
Execution lives where people and numbers meet.
We partner with engineering and construction companies, manufacturers, and technology firms to bring clarity, control, and structure to financial operations—so growth is intentional, protected, and scalable.
In growing organizations, finance does not operate in isolation. Strong performance depends on how people are trained, led, and held accountable. Most execution failures aren’t strategic—they’re structural.
Our work bridges this gap. Anchored to a clearly defined scope, we help leaders translate financial insight into organizational action. You set the direction—we ensure the systems, discipline, and leadership practices are aligned to support it.
Our services include:
Strategic plan development
Growth planning and assessment
Board meeting facilitation and reporting
Financial reporting and dashboard development
Hiring process upgrades
Accelerated month-end close
Process mapping and workshops
Operational audits and upgrades
Advisory board design and implementation
Business valuations, succession planning, and more
Every engagement begins with a clearly defined scope to ensure focus, accountability, and measurable impact.
Strategic Planning Services
Strategy in Motion: where Plans become Action
Strategic Plan Development is often the ideal way to begin an engagement. It creates a focused, high-impact period where both parties build trust and momentum while addressing the most critical priorities.
Most engagements begin with a 90-Day Strategic Refresh & Roadmap, designed to translate vision into clear direction and executable priorities. This process may include leadership and team alignment audits, executive offsites, and hiring and succession planning.
Because even the best strategy fails without execution, culture is intentionally woven into the planning process. Targeted leadership assessments and company-wide surveys are often used to ensure the multi-year growth strategy aligns with how work actually gets done.
Fractional CFO Services
Senior leadership without full-time overhead
Fractional CFO engagements begin with thoughtful scope development—grounded in your priorities, challenges, and growth objectives. Financial operations are the heartbeat of the organization, and experienced leadership is essential to keep them healthy and responsive.
Whether the need is oversight of accounting and finance, operational support, an added layer of accountability, restructuring guidance, or hands-on strategic planning, we engage as partners—not passengers.
Financial reporting, budgeting, cash flow forecasting, board and investor reporting, dashboards, and process optimization are often part of the engagement. There is no standard package—only what fits.
Our system ensures clarity, aligned expectations, and confidence on both sides.
Scaling Up
Growth stalls for identifiable reasons. We uncover why it’s happening, define what must change to remove friction, and build practical action plans to move forward. Most importantly, we engage directly in how those changes are executed—ensuring improvements take hold, culture strengthens, and strategic goals are achieved.
We offer short-term and specialized engagements which allows our teams to hyper focus on overcoming specific hurdles or deliver actionable analyses or reports, functioning more like a consultant. Often, this is how some of our smaller companies and executive teams, less than $25M revenue and 100 employees, as well as founders and entrepreneurs, first integrate our services.
Precision Hiring & Retention
Hire Right the First Time
We help organizations build a repeatable, low-risk hiring process that reduces costly mis-hires and improves long-term retention. No fluff. No endless interviews. Just a proven framework used by high-performing companies to consistently attract and select A-players.
Our approach includes role-specific scorecards, Topgrading-inspired behavioral interviews and workflows, targeted task-based assessments, and structured hiring decisions. We also provide manager training and ongoing coaching to support senior and critical hires.
Targeted Fixes
Defined scope Defined outcomes.
Sometimes progress comes one problem at a time. These focused, a la carte engagements are designed to address specific challenges quickly and effectively. From accelerating your close process to improving workflows or building dashboards, we deliver practical solutions that create immediate traction—without a long-term commitment.
Modular CFO transformed our approach to leadership and workflow, helping us scale smoothly and confidently.
J. Smith
★★★★★
