Who Can Benefit From Strategic Finance Consulting?

Is this you—or someone you know?

We help growth-oriented companies turn financial data into actionable insights, build repeatable reporting processes, and make confident decisions around expansion, acquisitions, and investment.

What our typical clients look like:

$25M+ Revenue
20+ Employees
Growing companies planning new products, additional sites, acquisitions or fundraising
Basic internal finance team or outsourced accounting; limited FP&A or strategic insight
Founder-led or PE-backed, looking for strategic guidance

Signs You Might Need Help

Unsure how to make your financials tell a story
Need better visibility into profitability, cash flow, or operational levers
Planning growth initiatives or fundraising but don’t know where to start
Current reporting and forecasting processes feel ad hoc or incomplete
Want to make confident decisions based on data, not guesswork

How We Help

Build repeatable FP&A processes: budgeting, forecasting, scenario planning
Translate numbers into clear insights for leadership decisions
Support strategic initiatives: expansion, new products, acquisitions, or fundraising
Provide flexible, fractional CFO/finance consulting without full-time overhead