Financial Strategy & Management

We help you make decisions and implement your strategies.  We’ll also help you measure against those decisions and strategies.

Key Benefits

Strategic Clarity

Taking financial data into strategic direction

Financial Leadership

Finance veterans who make decisions that matter

Process Optimization

Smart processes power performance

Financial Strategy & Management Services

Financial & Non-Financial Reporting

Financial Planning & Analysis (FP&A) 

Capital Structure Planning 

Accounting Policy & Procedure 

KPI Development 

Finance Function Development 

Bespoke Projects 

Outsourced Staffing Options: 

  • Chief Financial Officer (CFO)
  • Controller
  • FPA Director
  • Accounting Manager

How we can help

Sales compensation without the guesswork

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You’re beginning to scale and need to add sales reps to secure new business, but aren’t certain how to establish a good sales compensation structure that is both rewarding and achievable. We’ve been around the block and have seen many models that work well for different companies. Not only can we set up the framework, we’ll recommend tools or develop simple ones you can use to track commissions, attainment, and payouts.

Operational finance expertise

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You’re scaling and you need a CFO or VP of Finance who’s worked through your challenges before. Or you are a CFO and need someone to step in to support the accounting function or the FP&A function. Being operational means that we’re finance professional who’ve been “at the table” where decisions are made. We help you make those decisions with recommendations.

Forecasting with purpose

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You need a better way to manage scenario planning or need insight into your cash position 6 months from now. We can build models until kingdom come, but more importantly, we’ll help you establish your performance KPIs based on this, such that you can compare where you expected to be and where you are.

Measure what matters

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Your marketing spend is a pretty portion of your revenues but you’re not sure if it’s too much spend for too little sales. You need someone to help you map the marketing activities (value chain) to the results and tie them to your overarching KPIs, and ultimately, dollars. Getting our hands dirty is what we do.