• Holistic Operational Finance


    Think of holistic operational finance as the perfect combination of a business savvy-CEO, CFO, and COO all rolled into one service. Unlike typical "Outsourced CFOs" who act as glorified accountants, we don’t just “do your books” and provide you with monthly reports. Our accounting team handles your monthly reconciliations, Accounts Receivable, Accounts Payable, invoicing, monthly reporting, and tax filing and reporting. Our Financial Planning team then utilizes the actual financial data to update forward-looking projections and tweak annual budgets. Our team of Operations executives then dives into the company's KPIs (key performance indicators) to determine why any projections weren't met or were exceeded. We will also work with you to implement additional reporting as necessary such as SKU profitability, weekly selling and sell-through reports, Lifetime Value reports, Net Promoter Score analysis, and Customer Experience analysis. We look at your company’s finances 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.

  • Finance & Accounting

    • Chart of Accounts clean up & cash to accrual transitions
    • Monthly reconciliation & financial reporting
    • Invoicing / Accounts Payable & Receivable
    • Budget vs. Actual Reports
    • Creation & management of financial projections
    • Tax filing & issue resolution
    • Payroll
    • Inventory & short term financing
    • Annual budget management and creation


    • Operating plan & KPI updates/analyses
    • SKU Profitability and efficiency reports
    • Pricing/discount, billing terms, comp, vendor strategy and analyses
    • Lifetime Value Updates and Analysis
    • Net promoter score implementation
    • Policy overhaul
    • Technology implementation 
    • Line planning


    • Story & elevator pitch
    • Fundraising deck & one-pager creation
    • Fundraising plan & investor targets
    • 3-5 year projections
    • Data room creation & Diligence prep 
    • Deal Terms review
    • Monthly investor updates
    • Board deck preparation


    • Hiring Plan & org chart creation
    • Benefits & compensation updates
    • Accountability meetings
    • Internal reviews & growth plan creation
    • Internal communication plans
    • Assistance with job descriptions and initial candidate vetting
    • Streamlining onboarding plan
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