Who we work with
'Is this right for me?.
Too big to wing it, too lean for a full finance team. This is the most financially complex — and most underserved — stage of a business.
Revenue $5M to $100M
growing and plans to keep going
No full-time CFO
relying on a bookkeeper, controller, or yourself
Cash feels tight
despite real, growing revenue
Hiring feels risky
guesses, not plans
Facing something big
raise, acquisition, or major pivot
Want a real partner
not a monthly report
Not the right fit?
- You're under $1M in revenue.
- You have a full-time CFO.
- You just need monthly bookkeeping.
- You're looking for an audit or tax preparation.