A complete finance department — on retainer
Choose a managed finance tier that fits your stage, then layer on the specialist capabilities you need — from payroll and treasury to FP&A, capital raising, and supply chain.
Choose your tier
Every tier includes a dedicated point of contact, monthly deliverables, and access to our specialist network.
Essentials
Keep your house in order
Best for $1M–$5M revenue businesses
- Transaction recording & classification
- Monthly bank & credit card reconciliations
- A/P processing & vendor management
- Payroll processing coordination
- Monthly P&L, balance sheet & cash flow
- Annual tax-ready close package
- ERP health check & optimization
- Email support — 48-hour response SLA
Growth
Finance that drives decisions
Best for $5M–$20M revenue businesses
- Everything in Essentials
- Monthly CFO advisory calls
- FP&A, budgeting & budget vs. actual
- 13-week rolling cash flow forecast
- KPI dashboard — refreshed monthly
- Debt covenant reporting
- A/R cash application & collections tracking
- Priority support — 24-hour response SLA
Executive
Your full finance department
Best for $15M–$50M revenue businesses
- Everything in Growth
- Fractional CFO on-call
- Multi-entity consolidation
- FX & treasury management
- Banking & capital advisory
- Tax strategy coordination
- Scenario & strategic planning
- Internal controls & audit readiness
Full-service finance capabilities
Draw on our specialist network for the exact capabilities your business needs — bundled into your tier or added as you grow.
Accounting & Close
- Bookkeeping & monthly close
- Clean-up of books & records
- Operational accounting & internal controls
- ERP / systems implementation support
Payroll & Tax
- Payroll processing & coordination
- Sales tax preparation & filing
- Tax-ready close & strategy coordination
- Audit & compliance readiness
Treasury & Capital
- Treasury & FX management
- Lending / capital raising support
- Banking & debt covenant reporting
- Insurance & retirement plan coordination
FP&A & Strategy
- FP&A, modeling & strategic finance
- Budgeting & rolling forecasts
- KPI dashboards & board reporting
- Scenario & long-range planning
Supply Chain Management
Procurement and supply chain expertise that turns cost and complexity into working capital, resilience, and measurable savings.
Category Management
Structure spend by category to prioritize where sourcing effort delivers the most value.
Logistics & Supply Chain Optimization
Streamline flows across the network to cut cost, lead time, and complexity end to end.
M&A Carve-out & Post-merger Integration
Stand up or separate procurement and supply operations through transactions with minimal disruption.
Working Capital Management
Free up cash by optimizing inventory, payment terms, and supplier financing across the chain.
Opportunity Assessment
Quantify savings and performance potential across spend and suppliers before you commit.
Managed Procurement Services
Run procurement as a managed function — category expertise and execution on your behalf.
Supplier Relationship Management
Govern and develop key supplier relationships to protect value and de-risk supply.
Strategic Sourcing
Run rigorous, data-driven sourcing events that lock in sustainable savings and better terms.
Not sure which tier you need?
We'll review your current setup and recommend a clear path forward.