Services Designed for Your Organization
Flexible financial advisory tailored to your specific needs and stage of development. Choose the approach that fits your current situation.
Back to HomeThree Ways We Can Work Together
We offer three core services, each addressing specific financial leadership needs. Organizations often start with one service and add others as their needs develop, or they may engage with multiple services simultaneously.
All our services share a common foundation: experienced perspective, clear communication, and focus on building your organization's financial capabilities alongside providing immediate guidance.
CFO Advisory & Strategic Finance
Executive-level financial guidance for organizations needing experienced insight without a full-time commitment. We participate in strategic discussions, model financial scenarios, and help leadership make informed decisions with confidence.
Financial Strategy Development
Collaborate with your leadership team to define financial goals and build practical strategies to reach them. We assess your current financial position, identify areas of strength, and develop a phased plan that balances ambition with prudence.
Board & Investor Reporting
Prepare clear, professional financial presentations and reports for your board of directors or investor community. We distill complex financial data into accessible narratives with supporting visuals, ensuring stakeholders receive the information they need to make informed assessments.
Choosing the Right Service
The choice between services depends on your current needs and organizational stage. Many clients start with one service and expand their engagement as they see value and identify additional needs.
If you're uncertain which service fits your situation, a conversation can clarify the options. We're happy to discuss your specific circumstances and help you understand which approach might serve you well.
Consider CFO Advisory if:
- • You need ongoing strategic guidance
- • Financial decisions require experienced perspective
- • You're not ready for full-time CFO infrastructure
- • Leadership would benefit from regular financial input
Consider Strategy Development if:
- • You need to define financial direction
- • Current financial approach needs assessment
- • You're planning for significant growth or change
- • Strategic clarity would help decision-making
Consider Board Reporting if:
- • You have board or investor reporting requirements
- • Financial communications need professional presentation
- • Stakeholders require regular updates
- • Current reporting takes excessive internal resources
How to Get Started
We begin every engagement with a straightforward conversation about your situation and needs. This initial discussion helps us understand whether our services align with your requirements and, if so, which approach would serve you well.
There's no obligation in this conversation. We're genuinely interested in understanding your circumstances and providing honest perspective about whether working together makes sense. Sometimes that means recommending a different approach or even suggesting resources beyond our services.
What Happens Next
We discuss your situation, needs, and whether our services might help. This typically takes 30 to 45 minutes.
Based on what we learn, we suggest which service or combination of services might fit your needs.
We define the specific scope, timeline, and terms. Everything is documented clearly before we begin.
We start delivering value, typically within one to two weeks of finalizing our agreement.
Let's Discuss Your Needs
Reach out to start a conversation about which services might serve your organization. We'll discuss your situation and help you understand your options.
Get in Touch