Transform Your Raw Financial Data Into Confidence
DynamicHQI is a fractional CFO firm. We run the finance function and build the plan behind it — the close, the cash, the forecast, and the reporting — so you decide on numbers that hold up.
A CFO's Judgment, Without the Full-Time Hire
Most growing companies have a bookkeeper, a CPA at tax time, and nobody operating at CFO level in between. That gap is where the expensive decisions get made.
Senior Judgment, Fractionally
CFO-level thinking applied to the decisions that need it, at a fraction of the cost of the hire — and without the ramp.
Reporting Without Overwhelm
Board packs and investor updates that present exactly what matters, in the format your audience expects, on schedule.
Numbers You Can Defend
Every figure reconciles to source and carries its trail — so a question in a board meeting has an answer the same day.
Financial Information Management in Three Dimensions
Our critical value — as a fractional CFO and as a standalone advisory practice — is the integration of information on all three axes: through time, across value, and through ownership relationships. Most reporting moves on one axis at a time. Decisions are made where all three meet.
Through Time
History, position, and forecast as one continuous record — the closed month reconciles backwards to source and carries forward into the budget, the 13-week cash view, and the scenario behind the plan.
Across Value
Every entity, asset, and line of business measured on the same basis, so performance is comparable across the whole estate rather than trapped in the ledger that happens to hold it.
Through Ownership Relationships
Who owns what, held through which structure, and what actually reaches each owner — the layer that turns consolidated figures into answers a principal, a partner, or the next generation can act on.
Your Books, Closed and Reported On Time
We run the month-end close, reconcile it to source, and produce the board pack and cash forecast from it — on a published calendar, with every figure traceable. Our software, DWIMBS, does the heavy lifting underneath.
- Month-end close and reconciliation
- 13-week cash flow forecasting
- Board and investor reporting
The Plan Behind the Business
Budgets built from drivers, a model that answers what-if, and the financial preparation behind a raise, a transaction, or a handoff to the next owner.
- Budgeting and annual planning
- Forecasting and scenario modeling
- Fundraising and transaction support
- Succession and exit planning
- Why the numbers matter
- The language of accounting
- Graded module quiz
- The balance sheet
- The P&L and cash flow statement
- Graded module quiz
- Projections and forecasting
- Budgeting and capital planning
- Graded module quiz
- Ownership and cap tables
- Rounds, dilution, and valuation
- Graded module quiz
- Liquidity, leverage, and margin
- Unit economics and KPIs
- Graded module quiz
- Talking to banks and lenders
- The investor narrative
- Graded module quiz
DHQI Education for Founders
We also teach. Our structured course takes founders and operators from financial fundamentals to confidently telling their company's financial story to banks and investors.
- The balance sheet, P&L, and cash flow statement
- Projections, budgeting, and equity
- Ratios, metrics, and financial storytelling
“Ease of use without overwhelming complexity — faster, more confident decisions across multiple businesses, assets, and complex wealth scenarios.”The DynamicHQI Standard
See Your Numbers With New Clarity
Schedule a walkthrough with our team in Detroit, New York, Palm Beach, or St. Croix and see how DynamicHQI fits your office.