Built around your existing stack. Fluent across the ERP, accounting, and spend platforms your team already runs, with Datarails as our exclusive implementation partner.
Built around your existing stack. Fluent across the ERP, accounting, and spend platforms your team already runs, with Datarails as our exclusive implementation partner.
Most firms sell you a package. We don't. Bring us in for a single problem, or layer several into a full finance function. Pick where it hurts; each one stands alone.
The day-to-day, handled right: reconciliations, AP/AR, payroll, and clean monthly financials you can build on.
Explore accounting →Budgets, rolling forecasts, variance analysis, and board-ready reporting, without hiring a full analyst team.
Explore FP&A →Cash strategy, scenario planning, fundraising support, and the financial story behind your growth, in the room when it matters.
Explore CFO services →| Driver | Actual | Fcst |
|---|---|---|
| Revenue | 4.20 | 4.55 |
| COGS | 1.51 | 1.60 |
| OpEx | 2.02 | 2.10 |
For teams that want a platform: we implement Datarails, the FP&A system built for finance teams that live in Excel, and configure it around how your team actually works. Automate reporting, planning, month-end close, and cash, and bring AI into the mix. A fully standalone engagement.
Explore Datarails →Revenue climbs, the team scales, and the finance function that worked at $2M starts cracking. The symptoms look different depending on what you need, but they all cost you time, clarity, and confidence in the numbers.
Month-end takes too long and you still don't fully trust what comes out. Decisions wait on numbers that aren't ready.
You have a budget from January nobody believes anymore, not a living model you can run scenarios against.
Cash, capital, fundraising, unit economics: real decisions that need senior finance experience well before a full-time hire makes sense.
Reporting is manual, version control is a guess, and pulling a board deck together eats days every month.
Whether it's a single forecast or a full finance build, the order is the same: understand the work before touching the system. It's why our engagements land instead of stalling.
We map your close, data sources, and reporting, then pinpoint exactly where time and clarity are leaking today.
We right-size the engagement to what you actually need now: one service or several, not a one-size package.
Clean books, a real forecast model, controls, or a configured platform, built around your workflow, not a template.
Stay hands-on with ongoing fractional support, or we train your team and hand over the keys. Your call. We don't engineer dependency.
Retainer-based, by design. Engagements run on a fixed monthly retainer scoped to the work: predictable cost, senior attention, and the room to scale up or down as your needs change. No hourly meters, no surprise invoices.
Senior finance talent is expensive, slow to hire, and hard to keep. Fractional gets you the same expertise, sized to exactly what you need, and only what you need.
We're fluent across the systems growing finance teams actually run on, so we plug into what you already use instead of forcing a migration. And where a platform genuinely helps, we implement the right one.
Don't see your system? This is just a sample of where our clients live, not the full list. Whatever you run, we'll plug into it, and if a platform change ever makes sense, we'll handle the migration too.
Tell us where finance is costing you time and clarity. We'll tell you, honestly, which service would move the needle, and where to start.
Andy will get back to you within one business day.
EBITDA ahead of plan. Driver-based model updates the board deck the moment actuals land.