Transform your business from Reactive to Strategic

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

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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 of values, our services, and your business needs.

Discovery: This is the beginning of our engagement where we request information and access and interview team members, so we can discover any opportunities for immediate improvements, identify risks, and develop a Transformation Strategy around your Vision, Mission, and Values. This is all documented in a Discovery Report that is a stand-alone value from which you can proceed with or without us.

Transformation: This is where we execute the Transformation Strategy working side by side with you to transform your business and increase your mission impact.

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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CONSULTING

A flexible engagement focused on resolving present challenges, special projects, or progressing toward strategic goals.

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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.