Financial Management
We run the finance function — the close, the cash, the reporting, and the systems underneath them — so leadership decides on numbers that hold up.
Three Ways a Month Goes Wrong
The close takes three weeks
By the time the numbers arrive, the month is history and the decisions were already made without them.
The numbers move after reporting
Figures change once someone looks closely, so leadership stops trusting them and runs on instinct instead.
Nobody can trace a figure
A question in a board meeting takes days to answer, because the trail behind the number is a chain of spreadsheets.
What We Do
Cash Flow Forecasting
Know what cash you will have, week by week, and what has to be true for that to hold.
Read more →Close & Reconciliation
Books closed on a schedule, reconciled to source, with every figure traceable.
Read more →Board & Investor Reporting
Board materials that arrive early, read consistently, and answer the follow-up question.
Read more →KPI & Performance Reporting
A small set of metrics, defined precisely, that tell you what is happening before the P&L does.
Read more →Cost & Margin Analysis
Know which products, customers, and lines actually make money — and which are carried by the rest.
Read more →Systems & Finance Stack
A finance stack that fits the company you are becoming, not the one you were.
Read more →Built for Companies Without a Full-Time CFO
Different stages, the same underlying requirement: information good enough to decide on.
Startups
The financial rigour investors expect, without hiring a full-time CFO to get it.
Read more →Small & Mid-Sized Businesses
Know which parts of the business make money, and run it on numbers rather than on the bank balance.
Read more →PE-Backed Companies
Meet sponsor reporting requirements on time, in their format, without pulling the team off the business.
Read more →Family Offices
One consolidated picture across every entity, business, and account the family holds.
Read more →One Process Behind Every Number
The same five steps run every month, for every entity — which is why the reports agree with each other.
- 01Collect
- 02Reconcile
- 03Analyze
- 04Review
- 05Report
One Coherent View of the Business
Cash, margin, performance, and plan — assembled from reconciled books, refreshed on your close calendar, and traceable line by line.
- Cost and margin analysis
- Performance tracking against plan
- Decision-ready reporting for boards and sponsors
Put Your Numbers to Work
Talk with our team in Detroit, New York, Palm Beach, or the Bahamas about where your finance function is today.