SERVICES
Six areas. One focus: making your finance function perform.
We work where the gap is widest — between what middle-market finance teams are expected to deliver and what their current setup can support. Every engagement is scoped to move the needle, not fill a statement of work.
AI Adoption
Your team has heard the AI pitch. Maybe you've even run a pilot. But most AI implementations in finance either overpromise and underdeliver, or get built by people who don't understand how finance actually works. The result is shelf-ware — tools nobody uses and ROI nobody can measure.
Process Automation
Finance teams at growing companies carry a hidden tax: manual processes that made sense at $20M in revenue but are quietly strangling capacity at $100M. Month-end close takes too long. Reconciliations are manual. Reporting requires heroics. Talented people are doing work that shouldn't require talent.
What we do
We identify the highest-value use cases for your specific team — forecasting, variance analysis, reporting automation, anomaly detection — and help you implement solutions that fit your existing workflows. No rip-and-replace. No 12-month rollout. We start where the return is fastest.
What we do
We map your current workflows, identify the highest-friction points, and help build automation that actually fits your systems. We're not here to sell you a platform — we work with what you have and add where it makes sense. The goal is a close process your team doesn't dread.
What good looks like
Your team spends less time pulling data and more time acting on it. AI handles the repetitive work. Your people handle the judgment calls. The tools get used because they actually help.
What good looks like
Close timelines shrink. Errors drop. Your team has capacity for analysis instead of data entry. The work that required three people on a Saturday gets handled automatically by Tuesday.
Finance Team Building
What we do
What good looks like
You have a finance team that leadership trusts, that operates with minimal supervision, and that's ready for what comes next — whether that's scale, a transaction, or a market that shifts unexpectedly.
Hiring for finance is harder than it looks. The wrong hire at a key level is expensive — not just in salary, but in the decisions made badly, the problems spotted late, and the credibility lost with leadership. Most middle-market companies don't have a rigorous process for building the finance function they actually need.
We help you design the finance org structure that fits where you're going, define the roles and competencies that matter, and build hiring and development processes that find the right people. We also work with existing teams on capability development — turning good finance professionals into great ones.
Finance Modernization
What we do
What good looks like
A finance infrastructure that reflects the size and complexity of the business you are today — not the one you were three years ago. Systems your team trusts. Data your leadership acts on.
The systems that got you here won't get you there. Most middle-market finance functions are running on a patchwork of tools — an ERP that's never been fully implemented, spreadsheets doing the work software should be doing, and reporting that requires manual assembly every single cycle. It works until it doesn't.
We assess your current infrastructure honestly — what's worth keeping, what's holding you back, and what the right path forward looks like. Then we help you execute: system selection, implementation oversight, data integrity, and change management. We've seen enough modernization projects go sideways to know where the risks actually are.
M&A Readiness
What we do
What good looks like
You enter a process from a position of strength. Diligence moves faster. Fewer surprises. The valuation you've built reflects in the number you close at — not the one that gets chipped away during the final stretch.
Most companies don't think seriously about M&A readiness until a deal is in front of them. By then it's too late to fix the things that erode valuation, slow diligence, or raise flags with buyers. Disorganized financials, weak controls, inconsistent reporting — these aren't just inconveniences in a process. They're negotiating leverage you've handed to the other side.
We help you prepare your finance function for the scrutiny of a transaction — whether you're 6 months out or 3 years out. That means clean financials, documented processes, strong controls, and a story your numbers actually support. We also work with management teams through the diligence process itself, so nothing catches you off guard.
Cash Flow Management
What we do
What good looks like
Leadership makes decisions knowing the cash impact. Surprises shrink. You're not managing the business in the rearview mirror. And when opportunities arise — or pressure does — you know exactly where you stand.
Profitable companies run out of cash. It happens more often than it should, and it almost always traces back to the same root causes: no reliable forecast, poor visibility into timing, and decisions being made without understanding the downstream cash impact. By the time the problem is visible, the options are limited.
We build the forecasting discipline, reporting cadence, and management processes that give you real visibility into cash — not just what's in the account today, but what's coming and when. We work with your existing systems and help you build the habits that keep cash from becoming a crisis.