Financial leadership that scales with the weight of your decisions.
We don't sell hours or transactions. We step into clearly defined CFO roles providing oversight, governance, and coordination that grows with the responsibility your business needs us to assume.
How Every Engagement Begins
Every CFO engagement starts with a CFO Transition & Assessment a structured review of historical data, risk identification, and planning opportunities. This establishes the baseline we will govern going forward.
From there, our work is collaborative, disciplined, and intentionally scoped. We maintain clear lines between insight, oversight, and execution so expectations remain aligned as responsibilities grow.
CFO Insight
Focused on clarity and orientation
At this level, we help clients understand historical performance, identify emerging risks, and gain perspective without ongoing operational oversight.
CFO Insight is appropriate when a business needs clarity about where it stands financially, but does not yet require someone to govern or execute decisions on its behalf.
We review what has happened, surface what matters, and provide the orientation needed to make better decisions going forward.
CFO Governance
Focused on oversight and forward-looking planning
At this level, we guide decisions before they are finalized establishing financial guardrails, coordinating planning, and supporting leadership as complexity increases.
CFO Governance is appropriate when the stakes have grown beyond what periodic review can adequately address. When decisions need to be shaped, not just observed.
We sit alongside leadership, reviewing proposed actions through a financial lens and ensuring that decisions align with long-term goals before they are locked in.
CFO Stewardship
Focused on execution, coordination, and defense
At the Stewardship level, we assume responsibility for implementing approved plans, coordinating advisors, and protecting outcomes where the cost of error is material and long-lasting.
This is the highest level of CFO engagement we offer. It is reserved for clients whose financial complexity requires not just guidance but someone accountable for carrying plans through to completion.
We manage the coordination, defend the outcomes, and ensure that nothing falls between the cracks when it matters most.
Not sure which level fits?
That's what the CFO Fit Call is for. We'll review where your business stands, discuss what you're navigating, and determine whether and at what level CFO engagement makes sense.
Book a Fit Call