Bringing peace and clarity to your financial world

The abbey courtyard and bell tower at dawn.

A CFO brings a rare combination of skills: deep accounting knowledge, financial modeling, an understanding of how operations really run, and the judgment that comes from seeing many businesses up close. Where a monthly report shows what already happened, a CFO reads the patterns underneath it: margins slipping a fraction each quarter, customers taking a few days longer to pay, costs creeping ahead of revenue, or too much reliance on a single customer or supplier. Spotting these trends early reveals the cracks in a company’s foundation while they are still small and inexpensive to fix, long before they become a cash crisis, a nervous lender or a missed opportunity. Just as important, a CFO turns those insights into clear options and a plan, so you can make decisions with confidence instead of reacting after the fact.

Three Levels of Service

Most clients use a mix of these. We set priorities in the first 90 days and revisit them every quarter. Each level is priced separately. Each one includes the work beneath it, all overseen by a senior CFO.

Level 1

Bookkeeper

Keeping the day-to-day current

  • Recording and coding transactions
  • Bank and credit card reconciliations
  • Bills, invoices and auto-pay
  • Organized, audit-ready records

Best for: owners who need clean, current books.

Monthly, priced to volume

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Level 2

Controller

Making sure the numbers are right

  • Documented month-end close
  • Monthly financial statements and reporting
  • Budgets and budget-versus-actual reviews
  • Internal controls and clean-up projects
  • CPA and audit coordination

Best for: growing companies that need reliable monthly reporting.

Monthly retainer

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Level 3

CFO

Looking ahead

  • Cash flow forecasting and runway
  • Pricing, margins and profitability
  • Lender and investor readiness
  • Strategic planning and scenario models
  • KPI benchmarking with ProfitCents
  • Exit and succession target planning
  • AI, automation and change management

Best for: companies facing big decisions: financing, growth or a sale.

Monthly retainer or project

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KPI Benchmarking & Enterprise Value

See how you stack up, then grow what your business is worth

Using ProfitCents benchmarking software, we compare your key performance indicators with those of competitors in your industry. That shows where you lead, where you lag and which improvements would do the most for the value of your company. Then we track your progress over time.

Benchmarking powered byProfitCents
  1. 1

    Benchmark

    Compare margins, growth, cash cycle and other KPIs with industry peers.

  2. 2

    Prioritize

    Focus on the gaps with the biggest effect on profit and enterprise value.

  3. 3

    Track

    Measure improvement quarter by quarter as the company's value grows.

Automation & Change Management

Putting AI to work across your organization

AI tools can now take on much of the routine work that fills a finance team's week, and the same is true in sales, operations and HR. The hard part isn't the software. It's choosing the right uses, bringing people along and making sure the results can be trusted. We help companies do all three, so the time saved goes into higher-value work and your people come out more capable, not replaced.

AI powered byClaude

In finance & accounting

  • Invoice and receipt capture that codes transactions automatically
  • Faster reconciliations, with exceptions flagged for review
  • First-draft variance explanations and monthly commentary
  • Forecasts refreshed in hours instead of days

Across the organization

  • Sales: proposal drafts, pricing checks and pipeline summaries
  • Operations: inventory and demand analysis, vendor comparisons
  • HR and admin: policies, onboarding guides and meeting notes
  • Leadership: dashboards and plain-English summaries of results

Elevating employee knowledge

  • AI as an on-demand tutor for Excel, accounting and analysis
  • Processes written down so know-how doesn't leave with one person
  • Staff freed from data entry to learn analysis and judgment
  • Training built around your own systems and data

Managing the change

  • Start with a small pilot that has a clear, measurable payoff
  • Involve the people who do the work from day one
  • Set guardrails for data privacy and human review
  • Measure the time saved, then roll out what works
Talk about automation in your business