FINANCIAL DISCIPLINE THAT SCALES
Fractional CFO expertise for public and growth-stage companies.
Core Services
Structured financial support across reporting, compliance, and decision-making
GAAP, SEC Reporting & Compliance
End-to-end support for public company reporting and regularoty requirements.
We manage the preparation and coordination of SEC filings, ensuring accuracy, timeliness, and full alignment with regulatory standards and investor expectations.
Our services include:
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Preparation of 10-K, 10-Q and 8-K filings
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IPO and Uplisting readiness, S-1, and other registration statements
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Reporting under U.S. GAAP & IFRS
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Ongoing compliance with evolving SEC requirements
The Result:
Consistent, compliant filings delivered on time and reduced regulatory risk.
Audit Readiness & Technical Accounting
Proactive preparation and execution to ensure audits run efficiently and wihout disruption.
We resolve technical issues early, preparing documentation, and managing auditor interactions so leadership can stay focused on the business.
Our services include:
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Audit-ready workpapers, schedules, and documentation
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Management of auditor communication
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Technical accounting memos (ASC 606, 842,718,806)
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Internal control review and process strengthening
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Pre-audit gap assessments and remediation
The Result:
Shorter audit cycles, no surprises, and a smoother process from start to finish.
Financial Planning, Modelling & Cash Flow Management
Strategic financial leadership focused on visibility, control, and decision-making.
We build forward-looking models that provide clarity on cash position, runway, and performance—enabling faster, more confident decisions.
Our services include:
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Budgeting and rolling forecasts
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13-week cash flow and liquidity planning
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Scenario modeling and sensitivity analysis
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KPI tracking and performance reporting
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Board and management reporting
The Result:
Clear financial visibility, stronger planning discipline, and better decision-making.
Cap Table, Equity & Stock-Based Compensation
Clear, accurate management of ownership structure and equity-related accounting.
We help companies manage cap tables, equity transactions, and stock-based compensation with precision and full compliance.
Our services include:
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Cap table setup, cleanup, and ongoing maintenance
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Stock-based compensation (ASC 718)
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Option grants, valuations, and expense recognition
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Equity transaction tracking and documentation
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Support for audits and investor due diligence
The Result:
Clean equity records, accurate reporting, and no surprises during audits or transactions.
Our Approach
We approach financial strategy with rigorous precision, providing the clarity and reliability public and growth-stage companies need to thrive.
01
Strategic Assessment
Evaluate financial reporting, systems and risks
02
Build
Implement structured, audit-ready reporting and processes
03
Optimize
Refine systems to support scale and ongoing reporting
Why work with us
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Financial reporting build for audit and investor scrutiny
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Structured systems designed to scale with the business
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Experience across public and growth-stage environments
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Precision and discipline in complex financial situations
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Institutional-level expertise with a focused hands-on approach