Our approach to each engagement is driven by the needs of our client. We deliver insightful, highly customized solutions informed by our extensive technical background and combined decades of leadership experience. We offer fixed-fee blocks of time for ongoing outsourced CFO services and project work.

There are several key aspects to our service model that we believe set us apart and contribute to successful partnerships and impactful results.

We immerse ourselves in the organization by functioning as an in-house resource. We work both on-site and remotely, enabling us to be available at any time and consistently in touch with the day to day operations of the business.

We provide a team approach, allowing direct access to all resources. One team member will be designated as the main point of contact and face to the organization, but more than one team member will always be reachable and up to date on issues concerning our clients.

We offer a flexible and very tailored solution to implementing financial leadership to the organization cost effectively.

We work with the organization to solve the initial challenges identified and move with the changing needs of the organization as initiatives are accomplished.

The amount of time and effort toward initiatives is flexible and can be altered at any time by the owner.

Onboarding Deep Dive
We suggest initially spending a couple of days gaining an understanding of systems, resources and practices. Over this time frame we will develop a plan to move forward in addressing various processes and practices. We will communicate regularly regarding scope of activities and plans to address.