Transform your business from Reactive to Strategic

Whether planning for growth, a recession, or an exit from the business, we help you identify what is most valuable to you and develop operational, organizational, and financial plans around those values.

Schedule a free Alignment Meeting now!

The Transformation Plan

 

Our Transformation Plan has three phases:

Alignment: Schedule a FREE Alignment Meeting, which is a free consultt to deliver value to you and detertermine if there is alignment between our services and your business or organization’s needs.

Strategic Discovery: This is the beginning of our engagement where we request information and access so we can discover any opportunities for immediate improvements, identify risks, and develop a Transformation Strategy.

Transformation: This is where we execute the Transformation Strategy working with your existing operations and staff to transform your business and increase your mission impact.

STRATEGIC DISCOVERY

Standalone prerequisite service to deeply understand where you've been, where you're at, where you want to go, where you're actually heading, and what it's going to take to get where you want to go.

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FRACTIONAL CHIEF FINANCIAL OFFICER

Part-time executive financial leadership, insight, and accountability to drive toward your goals.

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DAY-TO-DAY ACCOUNTING

A remote accounting function customized for your organization

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No long-term contracts

We want customers who want to do business with us because we earn it every month, and not because they are locked into a long contract with cancellation fees.  Our contract is month to month and you can cancel anytime, without cancellation fees, if you are not satisfied with the value we deliver.

 

Some of our Clients

We serve small businesses, small private equity firms, and nonprofits with shared Values.

What is not having a strategic plan costing your business or nonprofit?

Are you ready to stop being REACTIVE and start being STRATEGIC?

Book a free Alignment Meeting now!