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.