Financial Infrastructure for SMBs ready to scale, transition, or exit.
We don’t just advise - we build and run the systems that drive performance and value.
What We Do
Accounting System Overhaul
Modernize your tech stack, information organization, and worklows.
Financial Literacy for Your Team
Train your leaders to understand financial performance and implications.
Process Documentation & Policy Creation
Eliminate reliance on tribal knowledge.
Outsourced Financial Operations
We manage your finance function with precision.
Financial Reporting & Dashboards
Gain real-time insights, not just spreadsheets or canned reports.
Liaison Services
We help your business “stand tall” with attorneys, outside CPAs, bankers, investors, et al.
Who We Work With
We specialize in helping small and mid-sized businesses build financial infrastructure, especially during moments of change or complexixity:
SMBs preparing for growth or exit
PE-backed companies post-acquisition
Family businesses navigating succession
Teams relying too heavily on one person for finance
Our Difference
Structure over strategy.
Execution over advice.
We aren’t just CFOs - we’re operators.
Our proprietary Automate - Delegate - Eliminate framework delivers durable results:
Scalable systems
Clear documentation
Real-time visibility
Cost savings
Less stress
Value creation