We can take on the weekly or monthly oversight of junior finance and accounting teams, allowing founders, CEOs or COOs to free up time to focus on growing their business. Whether it is reviewing financials before month-end close, KPIs for trends worth reacting to or ad hoc analyses, we are here to increase your bandwidth and give you peace of mind.

Whether it is working with cross-functional business partners on building a budget or providing feedback on a draft budget, we can help your Company land on an operating plan that the Exec team feels empowered and motivated to execute against.

We will use an existing operating budget to inform 2-year, 3-year and 5-year plans that includes both topline sources of growth as well as the expenses and capital needed to support.

We will review monthly and/or quarterly financials and provide insights to Exec Teams and Board of Directors, highlighting variances to plans, risks, opportunities, and recommendations for future KPI and expense targets.

We will work with management teams on ensuring that the financial updates to the Board reflect the most relevant information, key takeaways and proposed next steps. Ensuring that Financials and KPIs are presented in a way that is easily digestible and facilitates clear alignment with the Board and Management team is essential to the success of any Board meeting.

We can provide a fresh perspective and recommendations around your Company’s expense structure by analyzing the ROI of both fixed and variable costs. Our goal is to ensure that you are supporting growth, while also spending at a level that helps achieve profitability goals.

We can help evaluate new and existing Retail locations in support of rollout strategies or cost cutting initiatives.