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Operational & Finance
Transformation

Full-spectrum consulting for businesses and nonprofits — from financial modeling and FP&A to operational redesign and executive advisory.

Operational
Transformation

Most growing businesses hit a wall not because of lack of revenue, but because their operations can't keep up with demand.

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  • End-to-end business process review and redesign
  • Operational efficiency audits — identify waste, bottlenecks, and redundancy
  • Organizational structure assessment and right-sizing
  • Vendor and supply chain optimization
  • Technology and systems assessment
  • Standard operating procedures (SOPs) and workflow documentation
  • Performance management frameworks and accountability structures
  • Scaling playbooks for high-growth phases
"The gap between surviving and scaling is almost always found in how a business is built internally."
— Crystal Barrow McKinney, CPA

Finance
Transformation

Turn your accounting function from a rear-view mirror into a forward-looking engine for decision-making.

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  • Finance function assessment and redesign
  • Chart of accounts restructuring for better visibility
  • Budgeting and forecasting process redesign
  • Financial reporting modernization — dashboards, KPIs, management reporting
  • Month-end close acceleration and process improvement
  • Internal controls design and implementation
  • Accounting team evaluation, coaching, and restructuring
  • ERP and accounting software selection and implementation support
  • Transition from cash-basis to accrual accounting

Financial
Modeling

Stress-test decisions before you make them. See around corners. Present your business with confidence.

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  • Three-statement financial models (P&L, balance sheet, cash flow)
  • Revenue and growth scenario modeling
  • Unit economics and contribution margin analysis
  • Pricing model development and margin optimization
  • Cash flow forecasting — 13-week, annual, and multi-year
  • Capital expenditure and ROI modeling
  • Acquisition and merger financial models
  • Fundraising models and investor-ready financial projections
  • Sensitivity and scenario analysis

Strategic FP&A

Annual operating plans, rolling forecasts, KPI dashboards, variance analysis, and management reporting that keep leadership aligned and forward-focused.

Fractional CFO

Ongoing CFO-level oversight, cash flow management, M&A advisory, board reporting, and lender/investor relationships — on a flexible, as-needed basis.

Capital Readiness

Investor-ready financial models, lender packages, SBA preparation, capital structure advisory, and due diligence support for businesses seeking growth capital.

Flexible engagement,
clear rates.

Subscription Service: 3 Month Commitment
Growth
$3,000/month
Up to 16 hrs/month; additional hours and pricing are determined case by case. · 3-month contract
Transform
CustomContact for Pricing
No Contract — No Commitment
Basic
$225/hour
No revenue restriction
No contract · One-time projects
Advanced
$350/hr
No revenue restriction
No contract · Complex transactions
Plan Comparison
Feature Growth Scale Transform
Monthly Hours Included 16 hrs Custom
Dedicated Fractional CFO
Dedicated Fractional COO
Financial Modeling & Forecasting
Budgeting & Variance Analysis
Cash Flow Management
Operational Guidance Limited
Fraud Prevention & Internal Controls
Software Evaluation & Implementation
M&A Due Diligence
Growth Strategy Advisory
Board/Investor Reporting Support
Custom KPI Dashboard Build-Out
Priority Response Time (Business Days) 3 Same Day
Quarterly Business Review
Annual Strategic Planning Session

Not sure which plan fits? Schedule a free consultation →

Start with a free
30-minute consultation.

We'll assess your biggest gaps and recommend the right engagement for your organization.

Book Now →