When your business

and your life

intersect.

Need a second set of eyes on your business?

Want to outsource some CFO services?

Start here.

Our Consulting Process

INITIAL CALL

We will assess a mutual fit and hear about your business. Tell us how you started, where you are now, and what your pain points are.

INITIAL QUOTE

We'll walk through what we heard you say mattered most to you regarding your business. Then we'll walk through how we can help.

GET ORGANIZED

Time to upload some documents. Bring us your financial statements and any analysis you've done, and we'll get to work.

EXPLORE

POSSIBILITIES

Let's run through some scenarios based on our research, and see how they fit.

PLAN DELIVERY

DESIGN

This is the plan presentation, where we give you our feedback. Cost analysis? Forecasting growth? Let us give you concrete steps to take to make the changes you need.