Five disciplines. One ledger.
Not a stack of vendors. A single accountable bench that reports to you — engaged on one retainer and sized to the complexity of your books.
Fractional CFO
Senior financial leadership without a full-time hire. Capital planning, board and family-council reporting, lender and investor packages, and the monthly numbers decision-makers actually need.
- • Cash flow forecasting
- • Capital structure & growth capital
- • KPI & board reporting
Accounting
Accrual books held clean all year. Multi-entity consolidation, disciplined monthly close, and audit-ready ledgers that stand up to scrutiny.
- • Monthly close & reconciliation
- • Multi-entity consolidation
- • Tax strategy coordination
Human Resources
People systems that treat every role as dignifying. Payroll, benefits, compliance, and the organizational design that keeps good people for the long haul.
- • Payroll & benefits administration
- • Compliance & handbooks
- • Comp design & hiring
Legal & Governance
Entity structure, governing documents, and contract management coordinated with your counsel — drafted to last through generational transitions.
- • Entity formation & structure
- • Contract review & management
- • Governance & succession
Operations
The systems, vendors and processes that let the office run without you chasing it. Technology stack, documentation, and administrative continuity.
- • Systems & workflow design
- • Vendor management
- • Process documentation