We work with Founders to take them from Idea to Launch within 6-12 months through our 5-phase program, and then carefully create the business and operating plans to take you to through your first year in business.

For our ongoing clients, we don't just "do your books" and create your monthly reports like most outsourced CFOs. We look at your company's financials as the window into the health of your business and provide you with "whole of business" analyses and insights each month with targeted operational recommendations to achieve your long-term goals. Think of us as the perfect combination of CFO, COO, and business-CEO in one.

Our team will work with your company to solve problems. We will develop a profitability roadmap, including cost cutting, reallocation of resources, short term funding sources, internal and external communications plans and more. Our team of Outsourced Chiefs of Staff can also help execute any of the recommendations on our roadmap, and our team will meet with you weekly to update assumptions and make necessary updates to the plan.

We will create all necessary materials for your upcoming fundraise, including financial projections, hiring plans, your pitch storyline, investor deck, and one-pager. We can also accompany you on pitches as your acting CFO or President to answer any investor questions regarding the financial components of your pitch.