What We Can Do For You
Strategic CFO Services
As an integral partner with the CEO and leadership team, we will build, execute, and grow a solid financial strategy for your organization.
Controllership and Bookkeeping
Day to day oversight of your business finances so the books are always correct, and you can focus on growth.
Cashflow & Budget Modeling
Analyze the past, understand the present, and see into the future with easy to use, variable based reporting models customized for your specific business needs.
Board of directors & investor relations, cap table management, and fundraising strategy to optimize your equity.
We Use The Same 4-Step Process With Every Client, So Your Success Isn’t Left Up To Chance.
What Our Clients Say
– Tobie Whitman, Owner
– David Ledgerwood, Managing Partner
– Michael Barnett, CEO
Does This Sound Like You?
“The business is growing so quickly, and I have less and less time to manage the finances and plan for the future.”
“I need to make key hires and purchasing decisions to keep the business growing, but am unsure if we have the money to do it.”
“A detailed 12 to 24 month budget and financial model is what I need to plan for the future, but don’t know where to begin.”
“I’m spending one day per week in spreadsheets looking at finances, and I need that time to be selling and speaking with customers..”
“I am unsure of how dilutive fundraising could be at different revenue points and valuation levels.”
“I feel like we need a CFO, but am not sure we are big enough yet.”