Think of us as reinforcements for your future

CFO Services

Hands-on, in-depth financial leadership.

Define Business Outcomes

Create financial visibility

Unlock growth potential

Reach Out

Core Services

Built to surpass expectations

    • Scalable Monthly Financial Package

    • Quarterly Investor Reporting

    • Bookkeeping and Payroll Management

    • Build Financial Controls

    • 5-Year Operating Model

    • Rolling Quarterly Budgets

    • Cash Flow and Runway Management

    • Interactive Strategy Sessions

    • Company Rock / KPI Management

    • Extensive Market Analytics

    • Sales and Partnership Development

    • ERP / CRM Build and Automation

    • Corporate Structuring

    • Equity & Debt Formation and Management

    • Equity Waterfall Planning

    • Employee Incentive Pool Structuring

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Long-term partnerships that make an impact.

Real growth is possible. But it doesn’t always come easy. Our expert guidance sets you up to scale, so you can enjoy the climb.

Here is a snapshot of businesses we work best with:

Revenue

We work best with small-medium companies with a revenue anywhere from $6-20m

Industries

Business Services and Manufacturing Segments

Ownership

Mount Aspiring Valley

Most of our clients are owner-operated or in the early stages of bringing on institutional capital

“Russ has supported it all: building our team, converting us to a C-Corp, driving a formal Seed stage raise, preparing 409A analysis, implementing employee option and profit sharing plans, managing our cap table, developing customer contracts, annual budgets, and a 5 year strategic plan.”

- Former Client

We’re ready to get to work

No useless status calls. No templatized playbooks. A real, growth-driven CFO for your business.

Let's Talk