Who We Are
With over 50 years of experience spanning various financial disciplines, we have had the privilege of navigating the complexities of the financial world, from leading high-stakes projects at top-tier financial institutions to managing strategic growth initiatives for dynamic startup or small business. Our journey has been marked by a deep commitment to helping businesses thrive by leveraging financial insights to drive sustainable growth.
Our Services
1
Financial Operations
Build comprehensive, compliant, and efficient operations to scale.
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Clean up and maintain GAAP-compliant books with a reliable monthly close
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Implement finance systems and controls that support growth and reduce risk
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Deliver board- and audit-ready reporting with zero last-minute scrambling
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Oversee end-to-end payroll processing to ensure your team is paid accurately and on time
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Manage billing cycles, invoicing, and collections to keep cash flow healthy
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Support SOC compliance initiatives to strengthen internal controls and build trust with stakeholders
2
Fundraising & Capital Strategy
Structure your raise and sharpen your story.
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Develop investor-grade financial models and compelling fundraising materials tailored to your story
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Advise on deal terms, capital structure, and dilution to optimize outcomes for key stakeholders
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Prepare and manage data rooms to ensure a smooth, transparent due diligence process
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Translate key metrics and business drivers into a fundable narrative that resonates with investors
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Support investor conversations with financial clarity, credibility, and strategic guidance
3
Financial Planning & Analysis
Turn financial data into confident decision-making.
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Build dynamic short- and long-term forecasts and budgets tailored to your business goals
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Model scenarios using sensitivity analysis, Monte Carlo simulations, what-if analysis, and stress testing to assess risk and opportunity
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Conduct variance analysis to monitor performance and identify areas for improvement
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Track burn, runway, and KPIs with clear, actionable reporting and custom dashboard creation
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Align financial plans to strategic goals and operational initiatives
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Provide board-ready reports and strategic insights that drive informed decision-making
4
AI-Powered Strategy
Bring intelligence and efficiency to your finance stack.
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Automate financial reporting, reconciliations, and routine workflows
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Use AI tools to surface trends, anomalies, and actionable insights
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Build predictive models for revenue, cash flow, and customer behavior
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Integrate AI solutions responsibly, ensuring data security and compliance
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Identify and eliminate workflow bottlenecks for increased efficiency
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Implement emerging AI technologies to keep finance operations ahead
5
Treasury and Liquidity Planning
Maximize financial flexibility, investment returns, and long-term value.
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Forecast and manage short- and long-term cash needs
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Oversee treasury operations for efficient cash flow and risk management
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Optimize capital allocation and manage business investment portfolios
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Develop and execute liquidity strategies for succession, exit planning, and distributions
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Advise on valuations and identify the right exit partners to maximize business value