Strategic Planning

As your part-time CFO, we provide enterprise-grade financial leadership tailored for growing businesses. Our flexible engagement models deliver the strategic guidance you need without the overhead of a full-time executive.

Core Financial Leadership:

• Monthly financial performance analysis with actionable insights
• Cash flow optimization and forecasting
• KPI development and tracking
• Budget planning and variance analysis
• Bank and investor relationship management

Strategic Growth Support:

• Growth strategy development and execution
• Financial modeling and scenario planning
• Pricing strategy and unit economics analysis
• Market expansion planning
• Revenue optimization

Board & Executive Support:

• Board meeting preparation and materials
• Strategic initiative development
• Executive team mentoring
• Corporate governance guidance
• Stakeholder communications and reporting

Operational Excellence:

• Process improvement and automation initiatives
• Working capital optimization
• Financial systems evaluation and implementation
• Team structure and development
• Risk management and controls

Whether you need ongoing strategic guidance or project-based support, we scale our services to match your business needs and growth objectives. Our team brings decades of experience from global firms and high-growth companies, delivering sophisticated financial leadership in a practical, results-driven format.