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

Our Executive Recruiters search for permanent financial leaders and other key talent matched to the unique needs and culture of our clients.

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.

Thrivers Vs Survivors

Over the years we have observed that while there are many businesses that fit into a survivor category there are a few that are not just survivors but “Thrivers.” Here is a list of characteristics we see separating the “Thrivers” from just survivors.