Software won't fix a broken finance function.
We help growing businesses build the financial structure, reporting processes, and operational discipline needed before they commit to advanced ERP or FP&A systems.
The Gap
You've outgrown bookkeeping. You're not ready for enterprise.
Reactive bookkeeping
Close takes weeks. Numbers change after they're reported. Leadership stops trusting the books.
Spreadsheet chaos
Every report is hand-built. The model breaks when the analyst is on vacation.
No forecasting
You react to cash flow instead of planning for it. Project margins are revealed too late.
Premature software
Six-figure ERP implementations stall because the underlying data isn't ready.
The Four Pillars of Readiness
A structured engagement that moves your finance function from reactive bookkeeping to scalable operations.
Structure
Chart of accounts, entity hierarchy, and dimensions designed for the way you actually report.
Process
Predictable monthly close, owned variance analysis, and reporting cadences your team can sustain.
Discipline
Forecasting and budgeting frameworks tied to operations — not spreadsheets passed around in email.
Readiness
A defensible roadmap and requirements document for when ERP or FP&A software finally makes sense.
Services built for the messy middle.
All services →Readiness Assessment
01A diagnostic of your finance stack, data, and team capacity. You leave with a gap analysis and prioritized roadmap.
Monthly Close Design
02Reduce your close from weeks to days. Documented workflows, ownership maps, and reconciliation playbooks.
KPI & Reporting Structure
03Standardize the numbers leadership actually uses. One source of truth across operations and finance.
Forecasting & Budgeting
04Driver-based forecasting frameworks built for trades, construction, and project-based work.
Cash Flow Visibility
05Rolling cash forecasts and working capital insight so you stop being surprised by payroll weeks.
Operational Finance Advisory
06Fractional advisory between engagements — a senior partner on call as your business scales.
Who We Serve
Trades, construction, and project-based businesses.
We focus on industries where job-level visibility, cash flow timing, and operational complexity make off-the-shelf software inadequate.
Build the foundation. Then buy the software.
Start with a no-obligation readiness assessment. We'll tell you honestly whether you're ready for ERP — or what to fix first.
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