Professionalizing the Finance Function

Stop Flying Blind.
Build Infrastructure for a $50M Exit.

Most $10M companies are running on $1M systems. We eliminate "data debt" and institutionalize your business through the SMART CFO Method™.

Schedule System Health Audit View Methodology

Transitioning from "Chief Everything Officer" to CEO.

As you scale past $2M, the tools that got you here begin to break. Manual spreadsheets, siloed data, and a "books are for taxes" mindset become a massive liability.

The Systems Gap Trap

Outgrown bookkeeping leaks profit and creates data blindspots.

QofE Anxiety

Terrified that a buyer audit will haircut your valuation by millions.

Operational Fatigue

Exhausted from managing Marketing, IT, and Ops separately.

Data Debt

Hidden costs of messy data slowing down decision velocity.

Data Dashboard

The SMART CFO Method™

A proprietary framework for professionalizing the finance function for mid-market leaders.

S

Systems-Driven

Architecture that replaces manual entry with robust data pipelines.

M

Managed

Full-cycle financial oversight that de-risks growth and operations.

A

Automated

Deploying AI agents and integrations to save 20+ hours of overhead weekly.

R

Reporting-Focused

Moving from descriptive (what happened) to predictive (what will happen).

T

Technology-Led

Implementing institutional-grade ERP and data visualization stacks.

Systems Architecture

Evaluation and implementation of tech stacks (ERP, CRM, AI integrations) to ensure 100% data integrity.

  • Tech Stack Audits
  • AI Pipeline Integration
  • Custom BI Dashboards
High Impact

M&A & Exit Readiness

Institutionalizing the business so it survives due diligence. We help you bulletproof your QofE audit.

  • Due Diligence Proofing
  • EBITDA Optimization
  • Data Room Construction

Holistic Leadership

Aligning Marketing, Ops, and IT spend with financial ROI. We act as your 25-year departmental bench.

  • Board-Level Reporting
  • Strategic Capital Allocation
  • Debt Facility Management

Technologies We Master

NetSuite
ERP ARCHITECTURE
Sage Intacct
FINANCIAL CONTROLS
PowerBI
DATA PIPELINES
Wix
CMS INTEGRATIONS
OpenAI
AI WORKFLOWS
Fathom
ADVANCED REPORTING

The $15M Manufacturer Case

This client was growing top-line revenue but couldn't see their true margins. They were 24 months from a planned exit but their systems were a "black box."

+4% EBITDA

Pricing optimization through real-time COGS tracking.

-10 Days Close

Reduced month-end close time using AI automation.

Successfully completed QofE audit with 0 material adjustments.

Enterprise Value Prediction +$2.4M

Start with a System Health Audit

A 60-minute deep dive into your current tech stack, financial controls, and M&A readiness. No "sales pitch," just a roadmap to professionalizing your finance function.

Protected by NDA. Your data is strictly confidential.