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Strategic Financial Leadership for Businesses Ready to Scale 

Our fractional CFO & Controller services offer unparalleled financial leadership, combining the strategic insights of an accomplished CEO with the financial acumen of an experienced CFO. Our team brings a rare blend of expertise, having navigated both large global corporations and small privately held enterprises across multiple industries. 

Financial Analyst

Take a Closer Look

Optimized Cash Flow & Expert Treasury Management

Accelerate your financial operations with our experts.  We'll help streamline your cash processes, improve liquidity, and implement effective strategies to ensure your business always has the capital it needs to thrive and grow.

Customized Dashboarding and Board-Level Reporting

We'll transform complex data into visually compelling insights that tell your story.  Our customized dashboards and board-level reports deliver key performance indicators and critical financial metrics in an easy to understand format, facilitating decision making at all levels of your organization and helping you communicate financial health to vested stakeholders.

Strategic Budgeting, Insightful Forecasting and Proactive Planning

Gain clarity and confidence in your financial future. Our comprehensive budgeting, forecasting and planning services provide you with accurate projections and actionable insights. We empower you to make informed decisions and drive your business toward sustainable success.

Comprehensive Insurance, Legal and Compliance Support

Safeguard your business with our risk management consulting. We'll review your current policies and procedures and provide expert guidance to ensure your company is protected from potential threats. Our team will help you identify and mitigate risks, understand complex regulations, and maintain compliance with industry standards, giving you peace of mind to focus on growing your business.

You've built something amazing.

Now, let's take it to new heights.

Support Options

We have 3 flexible support models designed to meet your needs and budget.  These options are scalable, adapting seamlessly as your business grows and evolves.

Black Watch

Hourly Consulting

Our Consulting service is our most flexible option to access expert financial guidance as needed.  Whether you require assistance with specific financial challenges, strategic advice, or support for special projects, our experienced CFOs are available on an hourly basis to provide hands on support for your unique business.

Handshake in the Office

CFO Retainer

Our Signature Solution, ideal for businesses seeking long-term financial leadership and optimal value. This service seamlessly integrates a seasoned financial expert into your team, providing top-tier strategic guidance and hands-on support tailored to your evolving needs.
We begin with a comprehensive 2-3 month onboarding process, diving deep into your business to ensure we hit the ground running. After this, your Fractional CFO becomes an integral part of your operations, offering high-impact support each month.
Experience the power of strategic financial leadership, customized to fuel your company's growth and success.

Contractors

Project and Interim Support

Project and Interim Support services are great when your existing team is stretched thin or when a key vacancy arises unexpectedly. Whether it's managing special projects, maintaining weekly operations, or filling in during the search for a long-term replacement, our team can step in to ensure continuity, and even assist in your search during these transitional periods.

Mark Rider, VP Commercial Operations, Getinge
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(Rick's) ability to understand and work within exploring and developing business strategies while communicating their overall impact from a financial perspective was incredibly valuable. Rick's strengths of understanding the business from a financial perspective really enabled us to do multiple "what if" scenarios to determine the best way to go moving forward. While Rick's skills in finance are very strong, his capabilities transcend the traditional "finance" person making him a valuable addition to any leadership team. 
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