Our Story...

Fractional CFO. Automation. AI.

All working together for you

For over 20 years, we've lived at the intersection of finance, data, and analytics.  Today, we bring that experience and expertise to small and mid-sized companies that want CFO-level insight and modern automation and AI - without the high cost of team of experts or huge technology spend.

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Our mission is simple:

Give you the clarity, control, and confidence of a world-class back office - delivered as a flexible, fractional service.

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Why Companies Choose Us as their Fractional CFO + Automation & AI Partner

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• We Act as Your Fractional / Virtual CFO
  We don't just build reports - we help you run the financial side of your company.  We partner with you, helping guide decisions around cash flow, profitability, pricing, project performance, and long-term strategy.  We turn your numbers into plain-language insights and concrete next steps, so you always know what to do next.​

• We Design Automation & AI Around Your Financial Strategy
  Dashboards, workflows, and AI tools are only useful if they support your financial and business goals.  We start with your strategy - then design the right mix of automated reporting, financial dashboards, forecasting models, and secure AI to support it.  The result: faster, more-accurate decisions with far less manual effort and confusion.​​​​​​​​​​​​​​​​

• We Find a Way
  From cleaning up messy data and automating month-end reporting, to building advanced analytics platforms and secure private AI models, we handle the heavy lifting.  You stay focused on what you do best - winning and delivering great work profitably - while we make sure your finance, data, and AI stack work to serve your business strategy and goals.  There is always a way to achieve your goals, and we're experts at finding solutions - even where others say it can't be done.

• Flexible, Monthly Managed Service
  You deserve high-quality CFO-level support and modern data solutions without massive upfront fees, or adding expensive head count.  That's why we package our fractional CFO, analytics, automation, and AI services into a simple monthly engagement.  You get ongoing strategic guidance plus a hands-on execution team - scalable as you grow, and flexible if you ever need to dial things back.