Services designed to power purposeful growth.

Strategic financial and operational leadership, tailored to your business.

   Veteran-Owned   |   Family-Operated   |   Faith-Driven

Fractional CFO Services

Financial clarity, structure and growth for your business.

Financial Planning & Forecasting

Build robust models that guide your strategic decision with confidence.

Cash Flow Management

Optimize your working capital and ensure healthy liquidity

Strategic Budgeting

Align your resources with your vision and operational goals.

Executive Financial Reporting

Clear, actionable insights delivered to leadership and stakeholders.

Profitability & Margin Analysis

Identify key profit drivers and uncover opportunities to improve performance and efficiency.

[background image] landscape with a bike trail (for a bicycle shop)

Fractional COO Services

Operational excellence, process alignment and team accountability.

[background image] landscape with a bike trail (for a bicycle shop)

Process Optimization

Streamline workflows and eliminate inefficiencies for maximum impact.

Systems & Automation

Implement tools and technology that scale with your business.

KPI Frameworks

Design and track metrics that drive accountability and results.

Leadership & Team Operations

Build high-performing teams aligned with your strategic vision.

Consulting & Strategy Sprints

High-impact strategy, without long-term commitments

Consulting Services

Strategic conversations built around your business goals.

Our consulting sessions are flexible, collaborative discussions designed to help business owners gain clarity and direction.
You bring the questions — we bring CFO and COO-level insight to help you find answers.
We focus on your unique challenges, priorities, and growth plans through guided Q&A and actionable recommendations.

Ideal for:
  • Business owners seeking financial or operational clarity
  • Leaders preparing for growth but not ready for full-time fractional support
  • Teams that want experienced perspective without heavy analysis
What to expect:
  • 60-minute consulting sessions via video call, with video recording
  • Focused advice on strategy, structure and operations
  • Follow-up summary of recommendations
Best for those who need expert guidance and fresh perspective.

Strategy Sprints

Focused deep dives into key areas of your business

When you need more than advice — you need a detailed plan.
Our Strategy Sprints are data-backed, concentrated working sessions built to identify inefficiencies, optimize systems and outline clear next steps.
Each sprint targets a major area (finance, operations, or growth) and results in a tangible action plan you can implement immediately.

Ideal for:
  • Businesses ready to take focused action
  • Owners who want CFO / COO-level strategy without ongoing engagement
  • Teams with data ready for analysis

How Startegy Sprints Work

One

Book Your Session

Schedule an initial consultation to discuss your business, specific needs and develop an initial plan. Set a date for the Strategy Sprint Meeting.

Two

Deep-Dive Analysis

Provide our team data and information to analyze ahead of our Strategy Sprint Meeting. We will identify inefficiencies, opportunities and develop a custom strategy.

Three

Clear Action Plan

During the Strategy Sprint meeting, we will review the findings from our analysis and break it all down. Walk away with a concrete roadmap and detailed action plan you can implement immediately.

Best for those ready to fix a specific issue fast — without commiting to monthly fractional services.

Start Your Strategic Journey

Fill out the form below and we'll reach out to you to discuss how we can support your business goals.

Contact Information

Company Information

Services & Timeline

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