Your personalized
experts for
Financial Reporting

Your dedicated financial point guard, providing comprehensive CFO services to startups and growing companies. Bringing decades of expertise with a proven process that scales with your needs.

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Financial Strategy Background

Comprehensive Services

Strategic guidance to help your business thrive

Strategy & Planning

Expert guidance to drive growth and profitability through comprehensive financial strategies.

Strategy & Planning

Strategic Planning
Risk Assessment
Growth Modeling
Performance Analysis

Reporting & Analytics

Transform data into actionable insights with comprehensive financial analysis and reporting.

Reporting & Analytics

Custom Reports
KPI Tracking
Data Analysis
Benchmarking

Working Capital

Optimize working capital and ensure business stability with expert cash flow strategies.

Working Capital

Cash Management
Working Capital
Treasury Ops
Liquidity Planning

M&A Advisory

Strategic guidance through mergers, acquisitions, and complex business transactions.

M&A Advisory

Due Diligence
Deal Structure
Integration
Value Creation

Who We Serve

Tailored financial solutions for every stage of growth

Startups

Expert financial guidance without the full-time CFO cost

Seed to Series A

Small Businesses

Optimize operations & drive sustainable growth

1-50 employees

Growing Companies

Sophisticated financial leadership for rapid growth

50+ employees

Trusted by Industry Leaders

Chexology
Sponge Bath
SMC
Wearable Health Solutions
Loyalty
Chexology
Sponge Bath
SMC
Wearable Health Solutions
Loyalty
Chexology
Sponge Bath
SMC
Wearable Health Solutions
Loyalty
Chexology
Sponge Bath
SMC
Wearable Health Solutions
Loyalty

Why Choose Us?

Expert financial guidance to drive your business forward

Cost-Effective

Get expert CFO services at a fraction of the cost of a full-time hire.

Flexible Engagement

Scale our services up or down based on your needs, with no long-term commitments.

Industry Expertise

Leverage decades of experience across various industries and business sizes.

Strategic Focus

Get data-driven insights and guidance to achieve your long-term goals.

Responsive Support

Dedicated support and guidance when you need it most.

Proven Methodology

Time-tested processes and frameworks for predictable results.

Partnership Approach

Work with a dedicated team that truly understands your business goals.

Team Integration

Seamlessly integrate our expertise with your existing team and processes.

Client Success Stories

See how we help businesses achieve exceptional results

SMC Entertainment Fintech Acquisition

Led strategic financial planning and due diligence for the acquisition of Flax Tech Ltd., a UK-based crypto disruption platform. Orchestrated comprehensive financial assessment and integration planning, enabling SMC to enhance its AI-driven fintech capabilities and expand its market presence through this transformative acquisition.

SMC Entertainment logo
100%
Acquisition Stake
FYNN AI
Integration

Chexology Financial Infrastructure

Orchestrated comprehensive financial transformation during critical growth phase. Implemented robust accounting systems, streamlined payroll processes, and established scalable billing infrastructure. Managed seamless transition of financial operations while maintaining business continuity, resulting in improved operational efficiency and strengthened financial controls for this innovative digital check-in platform.

Chexology logo
5+
Systems Deployed
3x
Team Growth

Wearable Health Solutions Leadership

Appointed as interim CFO to lead financial strategy for an innovative mHealth company specializing in personal emergency response devices and IoT healthcare solutions. Implemented comprehensive financial reporting systems and strategic planning initiatives for this emerging public company with cutting-edge wearable technology products.

Wearable Health Solutions logo
2
Product Lines
3G & MAX
Core Products

LGBTQ Loyalty Holdings Leadership

Provided strategic CFO leadership for a pioneering financial methodology company focused on ESG investing and LGBTQ+ community empowerment. Spearheaded the development and launch of the LGBTQ100 ESG Index, establishing new standards for inclusive investment strategies while driving significant operational improvements and market expansion.

LGBTQ Loyalty Holdings logo
100+
Fortune 500
100%
ESG Integration

Industry Impact

Delivering measurable results across diverse sectors

$850M+
Transaction Value
25+
Industries
150+
Active Clients
100%
Client Satisfaction

Get Started

Transform your financial operations with expert guidance

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