Financial Services

Let your numbers reflect your story

Your numbers are the navigators on your journey – they can direct, forecast, and drive your organization. And we’re right there with you, constantly calculating, adjusting, and synchronizing.

We bring the right numbers to life so you always know where you stand.

Our flexible approach is constantly grounded in three questions:

  • What’s the story you want to tell and how do your numbers support that?
  • What strategies and actions do you need to get you to your goals?
  • What support do you need along the way?
"We were in the first year of our startup and needed a strategic plan. What was our goal - what were we really striving for? We needed somebody to bring the numbers to life so we could figure out what our next step was. David worked with us to build a strategic plan that we could take to a funder. In the end, it helped us win $65,000 of impact investing!"
Aslyne RodriguezFound & CEO, Empowerbus
Aslyne Rodriguez

Financial Services

CFO Services

Keep your numbers in line with your vision. Consistent financial reporting, annual budget process, meetings with the CEO and key staff, bookkeeping coordination, financial statement review, scorecards, and more.

Financial Planning & Analysis

Stay on top of your numbers. Complete your ever-important forecasting, analysis, and planning with our proven processes and templates that work with your organization.

Financial Modeling & Decision Making

Feel more confident in your decisions. We create financial scenarios that explore different factors impacting a decision and help develop a strong financial model.

Growth & Scaling Planning

Grow towards the future with clear actions today. Plan for exponential growth, explore potential paths forward, and understand actions that can be taken today to make the future possible.

Contract Negotiation

Protect yourself and your company. Contract analysis, recommendations for expense savings, RFP processes, ensuring you’re matched up with the right partner or vendor, and more.

Expense Consulting

Identify and secure the dollars to support a strategy for the future. We improve processes and optimize spending, saving leadership critical time and worry.

Discover and carve your path forward. Let's get to the view at the top together.

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