Executive Partnership

Executive Financial & Strategic Advisory — an extension of leadership, not a vendor.

What our work is centered around

High-stakes decisions that require clarity, discipline, and confident execution from leadership.

Creating financial clarity where growth has outpaced structure

Establishing disciplined cash flow and capital allocation

Supporting strategic decisions around hiring, expansion, and scale

Translating financial information into clear executive insight

Preparing businesses for the next stage of leadership or complexity

What our work is not

  • • Bookkeeping or transactional accounting services
  • • Hourly consulting or one-off projects
  • • Template-based or “one-size-fits-all” financial solutions

Important

We partner selectively. This work is built around cadence, decision support, and sustained leadership alignment — not ad hoc tasks.

Partnership ladder

Advisory → Core → Strategic → Embedded

Advisory

Founder’s Strategic Advisory (1:1)

Early-stage executive advisory for founders preparing to scale.

Core

Fractional CFO Core

Outsourced CFO leadership for financial clarity and control.

Strategic

Fractional CFO Strategic

Executive CFO partnership for scale, confidence, and capital strategy.

Limited availability
Embedded

Embedded CFO / Executive Partner

Embedded financial executive within the leadership team.

How we engage

Diagnose → build clarity → cadence → decision support.

01

Diagnose

We get clear on what decisions matter, where control has drifted, and what structure is missing.

02

Build clarity

We build the reporting, forecasting, and narrative required for executive-level decisions.

03

Cadence

We establish an operating rhythm so leadership can see reality, decide, and act consistently.

04

Decision support

We stay close to the decisions: hiring, expansion, financing, monetization, and strategic tradeoffs.

Ready to request a Partnership Call?

If this sounds like the level of partnership you’re looking for, let’s talk.