eCommerce
Drive profitability and growth in your online business with strategic financial leadership. Our Fractional CFO and Controllership solutions help you turn data into decisions, streamline operations and unleash your digital potential.
Fractional CFO Services
Financial Strategy & Planning
Financial Strategy & Planning
Financial Strategy & Planning
- Optimize inventory turnover and cash conversion cycles
- Analyze product margins and customer acquisition costs
- Forecast demand and manage seasonal cash flow
- Develop pricing strategies and promotional scenarios
- Evaluate expansions into new sales channels and markets
Data-Driven Growth
Financial Strategy & Planning
Financial Strategy & Planning
- Build KPI Dashobards for product, channel and customer segmentation
- Model profitability across marketing campaigns and cohorts
- Advise on capital raising and financing options
- Support strategic partnerships and M&A opportunities
- Align financial goals with your long-term vision.
Controllership SERVICES
Financial Stewardship
Operational Excellence
Operational Excellence
- Deliver timely financial statements and insights
- Manage vendor payments and cash disbursements
- Strengthen internal controls and fraud prevention
- Prepare for audits and due diligence processes
- Provide on-demand guidance to your in-house team
Operational Excellence
Operational Excellence
Operational Excellence
- Reconcile market place and payment gateway settlements
- Maintain accurate COGS and inventory accounting
- Implement Systems for SKU-level reporting
- Ensure sales tax compliance across states
- Oversee accounting integrations with yourl eCommerce Platforms
SaaS & Tech
Build a profitable, scalable technology business with financial clarity. Our Fractional CFO and Controllership teams help SaaS and tech companies forecast ARR, optimize burn and align metrics with your growth goals.
Fractional CFO Services
strategic growth & capital
strategic growth & capital
strategic growth & capital
- Support fundraising and investor relations
- Evaluate build vs. buy for new features and markets
- Design pricing and packaging strategies
- Benchmark against industry peers and best practices
- Drive board‑level decision making with actionable data
saas metrics & forecasting
strategic growth & capital
strategic growth & capital
- Forecast ARR, MRR, churn, CAC and LTV with precision
- Model subscription pricing, renewals and expansions
- Analyze product profitability and R&D spend
- Plan capital requirements and runway for funding rounds
- Develop KPIs for product usage and customer success
Controllership SERVICES
Revenue & COmpliance
Revenue & COmpliance
Revenue & COmpliance
- Implement revenue recognition under ASC 606
- Maintain deferred revenue and contract accounting
- Ensure cost capitalization for software development
- Optimize billing systems and invoicing workflows
- Prepare investor‑grade financial statements
scalable operations
Revenue & COmpliance
Revenue & COmpliance
- Design internal controls and process automation
- Integrate accounting with CRM and billing platforms
- Manage treasury and cash management operations
- Coordinate audits and due diligence for funding rounds
- Train and support your in‑house finance team
Construction companies
Build with confidence from foundation to finish. Our Fractional CFO and Controllership services provide the financial discipline and strategic insight needed to manage complex projects, control costs and fuel sustainable growth.
Fractional CFO Services
growth & strategy
- Manage risk across multiple jobs and geographies
- Develop budgeting and forecasting tools tailored to construction
- Support negotiations with lenders and bonding agents
- Assess capital expenditures and resource allocation
- Provide insights into market trends and pricing
project finance & planning
- Perform cash flow forecasting for multi‑phase projects
- Analyze job profitability and allocate overhead accurately
- Plan equipment financing and bonding requirements
- Model scenarios for new project bids and backlog
- Evaluate growth through acquisitions or joint ventures
Controllership SERVICES
Job Costing & Compliance
Job Costing & Compliance
Job Costing & Compliance
- Manage job costing and WIP schedules
- Ensure compliance with contract revenue recognition
- Oversee payroll, certified payroll and subcontractor payments
- Streamline vendor and materials management
- Prepare financial statements for bonding and banking
scalable operations
Job Costing & Compliance
Job Costing & Compliance
- Implement internal controls to reduce project risk
- Standardize processes across job sites
- Support system integrations (ERP, project management)
- Monitor cash disbursements and lien releases
- Coordinate audits and tax filings
Medical Practices
Provide exceptional patient care while achieving strong financial health. Our Fractional CFO and Controllership teams give medical and dental practices the insight, structure and accountability needed to thrive in a complex reimbursement landscape.
Fractional CFO Services
Strategic Growth & Compliance
Strategic Growth & Compliance
Strategic Growth & Compliance
- Evaluate new service lines, partnerships and expansion opportunities
- Manage budgeting and financial forecasts for practice growth
- Provide guidance on physician compensation models
- Navigate regulatory changes impacting reimbursement
- Align financial strategy with practice mission and patient care
Revenue Cycle & Planning
Strategic Growth & Compliance
Strategic Growth & Compliance
- Optimize revenue cycle management and collections
- Model payer mix and reimbursement scenarios
- Analyze service line profitability and expansion opportunities
- Plan for capital expenditures and equipment purchases
- Develop performance dashboards for patient volume and productivity
Controllership SERVICES
Operational Integrity
Operational Integrity
Operational Integrity
- Ensure accurate coding and billing compliance
- Oversee month‑end close and financial reporting
- Manage payroll, provider compensation and benefits
- Implement internal controls over patient receivables
- Prepare for audits and regulatory reporting
Financial Oversight
Operational Integrity
Operational Integrity
- Reconcile insurance claims and accounts receivable
- Standardize accounting policies across practice locations
- Supervise accounting system integration with EHR
- Monitor cash flow and working capital
- Provide on‑demand training to your in‑house staff
PE‑Backed Firms
Gain confidence in the numbers investors demand. Our Fractional CFO and Controllership services help private equity‑backed companies execute value creation plans, streamline reporting and prepare for a successful exit.
Fractional CFO Services
Strategic Finance
Stakeholder Alignment
Stakeholder Alignment
- Build investor‑ready forecasts and performance dashboards
- Support capital structuring and financing transactions
- Conduct value creation planning and exit modelling
- Benchmark operating metrics against industry standards
- Provide due diligence for add‑on acquisitions and expansions
Stakeholder Alignment
Stakeholder Alignment
Stakeholder Alignment
- Align reporting with board and lender requirements
- Evaluate scenario analyses for growth initiatives
- Advise on negotiation of financing terms
- Facilitate communication between management and investors
- Prepare for liquidity events and exit strategies