We INSTILL ongoing competency and capability in our client companies without requiring large-company budgets.
We EMPOWER business owners to maximize their cash flow & enduring profit.
We TRANSFORM finance departments into efficient transaction systems and information powerhouses.
We teach business owners and operators to control the three operational finance mechanisms - information, cash, and stakeholder cooperation. We do this by providing high-quality, fully integrated, budget-friendly solutions in the areas of strategic finance, controllership / bookkeeping, and business process design.
To avoid the high-fee structure associated with this type of project consulting, we typically assume a Fractional CFO role with ongoing responsibility for financial modeling, variance analysis, data analytics, controller coaching, and system design.
We are not a CPA firm and refer compliance needs to our network of trusted providers.
We are previous Big 4 financial management consultants who have repositioned ourselves to help entrepreneurial SMBs.
Our specialized team has been handpicked for their dual expertise in financial management consulting and business process design as well as their intense loyalty to excellence, their roll-up-sleeves, solution-finding approach, their dynamism in the boardroom, their demonstrated commitment to the highest ethical standards, and their adventurous spirit.
If you meet this highly specialized criteria, then consider applying to join our team. We are always looking for qualified, impactful teammates.
*SMBs are defined as small-to-medium-sized businesses that are typically privately held and family owned.
Send us a message, and tell us more about your operational finance needs. We will get back to you soon to schedule a consultation.
2920 Commodore Drive, Carrollton, Suite 100, Texas 75007, United States
By appointment only