Executive Financial & Strategic Advisory for decisive leaders
An extension of leadership, not a vendor. We bring executive clarity, financial discipline, and decision support when growth has outpaced structure.
Executive Clarity
Decision support cadence
Who We Work With
We specialize in industries where financial clarity makes the biggest impact — but we also partner with small businesses across many other sectors.
Construction & Trades
From contractors to HVAC, plumbing, and electrical, we simplify job-based financials so you can stay focused on building. Our team helps you manage cash flow, project costs, and growth planning with clarity.
Food & Beverage
Margins matter in the food industry. We help restaurants, cafés, juice bars, and food trucks track expenses, manage cash flow, and find opportunities to grow profitably.
Retail & Boutiques
Retailers face unique challenges with inventory, seasonality, and customer demand. We bring structure and forecasting tools that help boutiques and shops plan smarter and grow steadily.
What You Can Expect
Here's what business owners experience when they partner with us.
“Before VPS, our leadership team was guessing. Now we have a clear rhythm, visibility, and the confidence to make decisions quickly.”
Owner
General Contracting Company
“I used to make decisions blindly. Now we can see what matters, plan ahead, and act with discipline instead of reacting.”
Owner Operator
Boutique Retailer
“We used to run on gut instinct and constant stress. Now we have forecast visibility and a trusted partner to pressure-test decisions before we commit.”
Founder
Cafe
Partnership ladder
Advisory → Core → Strategic → Embedded
Founder’s Strategic Advisory (1:1)
Executive advisory for founders preparing to scale — clarity, sequencing, and decision support.
Fractional CFO Core
Outsourced CFO leadership for clarity, control, and consistent executive reporting.
Fractional CFO Strategic
Weekly strategic partnership for higher-stakes decisions, modeling, and proactive insights.
Embedded CFO / Executive Partner
Embedded financial executive within the leadership team (limited availability).
Ready to request a Partnership Call?
If you’re looking for executive-level clarity and disciplined decision support, let’s talk.
Select partners only • Clear cadence • Executive decision support