Monthly Financial Tools & Models
Part-time CFOs

Engage a seasoned Chief Financial Officer with extensive skills, experience and strategic insight without paying the premium salary commanded by a full-time CFO.

Interim Services

Access Chief Financial Officers, controllers and other key financial personnel to step in on an interim basis.


Strategic Search

Recruit permanent key financial leaders, matched to the unique needs and culture of your company, with our proved trust based process.

When to Hire a Finance Chief

Darren Dahl of the New York Times wrote a helpful article for owners of growing companies that explores the roles and responsibilities of a Chief Financial Officer, and most importantly, when the tipping point is to hire one.

Responding to a Loss

Many businesses have sustained losses for various reasons. The key is in learning from it and moving on.