Professional Services
Agencies, consultancies, and firms billing by project or retainer, where utilization and realization drive the P&L.
Who We Help
Built for companies past the startup stage and short of a full finance team
Our clients are typically owner-led or investor-backed businesses between roughly $2M and $75M in revenue, with a bookkeeper or controller in place and no CFO. The industries differ; the underlying questions rarely do.
Industries
Sectors we work in most often
Technology & SaaS
Recurring-revenue businesses that need clean ARR reporting, retention metrics, and a runway view investors respect.
Manufacturing & Distribution
Inventory-heavy operations where landed cost, working capital, and margin by SKU decide whether growth pays.
Construction & Real Estate
Project-based finance with progress billing, WIP schedules, holdbacks, and lender reporting requirements.
Healthcare & Clinics
Multi-site practices balancing payor mix, staffing costs, and expansion economics across locations.
E-commerce & Consumer
Contribution-margin discipline across channels, with inventory purchasing tied to a realistic cash forecast.
Not on the list? The finance discipline transfers. Tell us about your business and we will be direct about whether we are the right fit.
Signals
You probably need a CFO if any of these sound familiar
Revenue is growing but cash feels tighter every quarter.
You cannot say with confidence which products, clients, or locations actually make money.
A lender, investor, or buyer has asked for a model and you are not ready to hand one over.
Month-end close takes longer than two weeks, or the numbers change after they are issued.
Budgets are built once a year and abandoned by the second quarter.
Major decisions — a hire, a facility, a new line — are made on instinct rather than analysis.
You are considering a raise, an acquisition, or a sale in the next 12 to 24 months.
Your accounting team is capable but has no one senior to escalate to.
Not sure whether it's the right time?
That is a fine reason to book the call. We will tell you honestly if the business is better served by a controller, a bookkeeper, or waiting six months.