Partners choose us for our comittment to foundation, operational improvements and increasing value.

Our CFO services have addressed core challenges faced by businesses across finance and operations. From building high-performing finance teams to accelerating first-year audits and preparing companies for investor readiness ahead of fundraises, we delivered impactful solutions. 

By improving financial reporting speed and integrating data systems, we streamlined operations, enabled data-driven insights, and positioned companies for sustainable growth and strategic opportunities.

• Client Challenge: Inaccurate, Slow Reporting and Limited Performance Visibility
  Solution: Improve financial processes to accelerate month-end closes by up to 30 days. Our tailored approach enhances reporting accuracy and visibility into key vendors and services, leading to cost reductions and strategic decision-making improvements. For example, we’ve achieved run-rate expense reductions of $5M on a $100M P&L by empowering finance teams to approach monthly close with a zero budget mindset.
• Client Challenge: Delayed Revenue Capture Due to Prolonged Close Processes
  Solution: Digitally enable financial planning, analysis, and controls to cut down close timelines and improve cash flow visibility. With enhanced FP&A tools, our clients gain the agility to adapt financial strategies in real time, streamlining revenue capture and fostering better alignment with growth objectives.

• Client Challenge: Disconnected Systems and Lack of a Unified Data Source
  Solution: Build a cohesive data and reporting infrastructure, reducing the time to access and leverage data by up to 5x. By integrating systems, we provide our clients with a single source of truth, empowering them to base decisions on reliable and timely insights.
• Client Challenge: Limited Capacity to Utilize Customer Data for Value Creation
  Solution: Deploy advanced analytics to turn raw data into actionable insights, driving a 10% reduction in customer churn. By harnessing customer data, we help companies target value-creation opportunities and optimize business decisions to improve margins and retain customer loyalty.
• Client Challenge: Overwhelmingly Large Datasets
  Solution: Introduce analytics to streamline data, improving decision quality. Our targeted analytics approach has increased working capital by $1M in a $10M revenue company by enabling smarter buying decisions and efficient data management.

• Client Challenge: Disparate Technology and Manual Processes
  Solution: Implement curated technology tools, renogiated cloud vendors, refactored data intensive SQL code, and process automation saved a mid-market client over $2M in recurring Opex. Our solutions eliminate redundancies, reduce manual workloads, and align technology investments with growth objectives.
• Challenge: Immature Operating Models Limiting Growth
  Solution: Redesign and automate processes for cost efficiency and scalability, achieving cost reductions of $2M on +$100M P&L. By implementing strategic efficiencies, we create operational frameworks that support sustainable growth.
• Client Challenge: Understanding EBITDA and Liquidity Levers
  Solution: Uncovered hidden value by deploying new analytic strategies to unpack variable costs. Our approach identified and activated untapped levers to enhance profitability and liquidity for a cash contrained, high-growth SAAS business.

• Client Challenge: Limited Resources for Post Acquisition Execution for a public company software carve-out.
  Solution: Deliver post transaction TSA support and seamless integration expertise. We achieved a successful onboarding for NewCo and successful reporting compliance for the public company.  We ensure day-one operational readiness for carve-out entities, simplifying transitions for optimal outcomes.
• Client Challenge: Insufficient Cash Flow and Declining Profitability
  Solution: Performed product and customer level profitability analysis and consolidation planning, boosting working capital $2M annually for $15M SAAS business. We develop actionable plans that optimize operations and position the company for profitable growth.
• Client Challenge: Underperforming Leadership and Execution Gaps
  Solution: Augment existing management with targeted guidance, driving immediate focus and urgency. By enhancing leadership effectiveness, we position teams to capitalize on growth opportunities, ensuring sustained improvements in performance and profitability.

Each solution reflects our commitment to overcoming complex financial and operational challenges with strategic, actionable, and results-oriented solutions that drive measurable improvements across finance and operations.