Explore Our Services

Strategic Partners

MATTERPORT

WALIATECH

WITHIUM

ARCO MURRAY

Our Framework

Discovery

Days 1-30

Foundation & Quick Wins

✓ Financial assessment completed

✓ Cash flow dashboard implemented

✓ Critical compliance issues identified

✓ Quick cost savings identified and executed

✓ Financial reporting framework established

✓ Team integrated with operations

Activation 

Days 31-6

Strategic Build

✓ 3-year financial model completed

✓ KPI tracking system operational

✓ Board reporting package created

✓ Compliance roadmap in progress

✓ Process improvements implemented

✓ Team training underway

Optimization

Days 61-90

KPI and Dashboards

✓ All CFO functions fully operational

✓ Strategic plan execution underway

✓ Major milestones achieved or in progress

✓ Systems scaled for growth

✓ ROI clearly demonstrated

✓ Long-term roadmap finalized

What We Offer

1. Financial Modeling

  • DeFine OKRs → Identify KPIs → Score card

  • Define scope & gather data

  • Identify & correct processes that create errors

  • Real time KPI Dashboard & document changes

  • Analyze outputs & communicate insights

2. Decision Support

  • Interview → Analyze → → Monitor

  • Define decision & stakeholders

  • Assess financial impact & model outcomes

  • Present findings & recommendations

  • Track results vs. projections

3. Tax & Audit Services

  • Plan → Prepare → Support

  • Analyze tax situation & identify savings

  • File returns & ensure compliance

  • Assist during audits & respond to inquiries

4. PMI+Automation

  • Assess → Implement → Optimize

  • Identify opportunities & evaluate systems

  • Process Mapping + Integration = Automation

  • Configure & integrate cloud solutions

  • Train employees & provide support

  • Monitor performance & improve efficiency

5. Budgeting | Forecasting

  • Gather Data → Analyze → Review

  • Collect historical data & industry trends

  • Develop budgets aligned with objectives

  • Compare actuals to budget & analyze variances

  • Report performance & adjust as needed

6. GAAP | IFRS Accounting

  • Assess → Cleanup → Document

  • Review records & identify gaps

  • Correct errors & reconcile accounts

  • Provide guidance on complex issues

  • Maintain policies & procedures

7. Board Governance

  • Collect → Refine → Deliver

  • Gather financial & operational data

  • Create clear, visual presentations

  • Establish reporting cadence & incorporate feedback

  • Present to board & answer questions

Case Study