Advisory.

CFO seat. CEO coach.

A senior finance partner in the room when the hard calls show up. Pricing, hiring, raising, exiting.

Get a 30-minute review.

With Brian & Chelsea.

Personal response. No spam.

Customizable solutions.

Engagements scale up or down. Pick what you need. Leave the ones you don't.

Fractional CFO

Cash flow, board prep, scenario planning, banking relationships. On call when the call gets hard.

CEO coaching

Coaching from a former college coach. Decisions, hires, hard conversations, focus.

ERP selection

We are vendor-neutral. We help you pick the right system for your stage and stand behind the call.

Cost & Ops review

A 30-day diagnostic on margin, headcount, and spend. Real findings. A quick win in the first 30 days.

How it works.

01

Discovery

Two-hour working session. We look at the P&L, the team, and the decisions on your plate.

02

30-day diagnostic

We read the books and meet the team. You get a written assessment, prioritized findings, and a recommendation.

03

Ongoing seat

Weekly call, monthly board prep, and Brian or Chelsea on standby for the calls in between.

What you get.

A trusted partner in the room when the next hard call shows up.