Growing Companies

Build the financial and operating
backbone behind growth.

We help growing companies solve the financial and operating problems that growth creates — with the right level of engagement for where the business is.

Three Common Problems

Which problem
does your company have?

Growing companies typically present one of three distinct challenges. The right engagement depends on which problem the company is facing — and how urgent the situation is.

01
Finance & Accounting
$2,500–$3,000/mo

Financial infrastructure lags the business

The business is growing but the financial foundation has not kept pace. Books are behind, financial statements are unreliable, cash visibility is limited, and there is no consistent monthly close. Leadership is making decisions without reliable numbers.

Common signals
  • ›Monthly close takes weeks and produces numbers leadership doesn't trust
  • ›No clear picture of cash position or what decisions it supports
  • ›Accounting structure is inconsistent across entities or periods
  • ›Financial statements are not ready when needed for external conversations
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02
Operations & Strategy
$3,000–$4,000/mo

Operating infrastructure hasn't kept up

The financials are reasonable, but there is no operating layer on top of them. No dashboards, no rolling forecasts, no budget vs. actuals. Leadership knows the business is growing but cannot see clearly enough to manage it with confidence.

Common signals
  • ›No KPI dashboard — metrics are tracked manually or not at all
  • ›No rolling cash forecast — leadership finds out about pressure points too late
  • ›No budget vs. actuals — there is no baseline to measure performance against
  • ›Strategic decisions are made without a supporting financial model
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03
Scale Partner
$5,500–$7,500/mo

Both — and the company is preparing to scale

The financial and operating infrastructure both need attention, and the company is simultaneously preparing for a capital raise, board reporting, or a significant inflection point. Senior financial leadership needs to be embedded in the business.

Common signals
  • ›Preparing for a capital raise and need investor-ready financials and a data room
  • ›Board or lender reporting obligations require structured financial packages
  • ›Multi-entity complexity has outgrown the current infrastructure
  • ›Growth is accelerating and important decisions require senior financial judgment
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How Engagements Work

Start with what the company
actually needs.

Every engagement begins with an honest assessment of where the business stands, what is working, what is broken, and what needs to be built. We then prioritize and structure the engagement around the company's real needs — not a standard package.

Most relationships begin with the free Company Readiness Assessment and an introductory conversation. Depending on scope and complexity, the next step may be a diagnostic engagement, a defined project, or a recurring retainer.

Clear scopes. Predictable retainers. Projects priced before work begins.

Get Started

Build the structure
your next stage requires.

Understand where your company is strong, where risk is building, and what should happen next.

Take the AssessmentSchedule an Introductory Call →