“Calm amongst the Chaos”

The absence of an effective finance team can lead to a sense of vulnerability, impeding progress on strategic growth initiatives.

We got you.

Our Services

As companies evolve, critical decisions must be made. We’re here to listen, provide tailored solutions, and drive outcomes.

Build.

Establish core financial processes and develop internal controls to ensure the integrity of financial reporting, prevent fraud, and promote operational efficiency.

Ensure compliance with laws and regulations

Examples of outputs:

  • Bringing Finance in house / General Ledger buildouts

  • Customer collections cleanup (AR)

  • Vendor payments process buildouts (AP)

  • Payroll outsourcing or bringing in house

  • Basic financial reporting

Scale.

Partner and collaborate with teams across the organization to create cross functional efficiencies and drive growth.

Analyze financial performance to support decision making and strategic planning.

Examples of outputs:

  • Budget / Forecast / Reforecast

  • Workflow automation e.g. Quote (CRM) to Cash (ERP)

  • Financial modeling for scenario analysis

  • Performance measurement e.g. metrics

  • Cashflow analysis and runway optimization

Lead.

Convert the organization’s mission and objectives into business goals, supported by a financial plan which underpins investor / board narratives.

Ensure the company’s financial health and strategy align with business goals.

Examples of outputs:

  • Tech stack transformation (ERP, Rev Rec)

  • Scaling pains (Re Org, Salary Leveling, Employee Stock Options, VAT / Sales Tax)

  • Frameworks for driving Accountability

  • Investor Relations and Cap Table Transactions

  • Fundraising / Exit

Give the people what they want

  • "... excellent job of bringing order to board cadence and decks ... strong story-teller, and has a very deep understanding of the power of SaaS metrics in particular"

    Michael O'Grady, CFO - Permutive

  • "... core competencies were without fault - full ownership of accounting and tax objectives, which were delivered flawlessly ... deep understanding of the needs of the business as they changed during periods of scaling"

    Andy Byrne, COO - H4

  • "... a rare gem in the world of finance and scale-up ... execution is first class - systems and processes are honed, quality control and accuracy are high, and it happens with barely any distraction to the rest of the business."

    Rob Fagg, VP Product - H4

  • "... the consummate Accounting leader - a master at his trade and a business partner across the organization ... led and completed the build out of our internal financial reporting system, which required substantial planning and cross functional project management and has allowed us to scale without engaging external systems/software or adding additional headcount"

    Angela Lee, CFO - Favor

  • "... amazing leader ... in a very short period of time, dramatically improved the timeliness and accuracy of results, but also delivered a major project that had been at risk"

    Blake Hatcher, Financial Controller - Taskus

  • "... his ability to see the big picture, understand and solve problems, and communicate clearly made it very easy and fun for our cross-functional teams (Engineering and Accounting) to work together on multiple projects"

    Eric Purwaka, Sr. Engineering Manager - Favor

Contact Us

It starts with a chat. Fill out some info and we will be in touch shortly. Look forward to connecting!