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.

13 Week Cash Forecast

The old business adage that “cash is king” seems more important in this challenging economy. While it’s always important to be in a good cash position, it’s more critical to understand the lifeblood of your business in these uncertain times. A 13-week cash forecast will help give you that understanding and put you in a more powerful position to make business decisions.