Services · What we do
The financial, analytical, and strategic horsepower your team is missing.
Finance, Accounting, and Analytics. One integrated team, embedded with yours. The depth of a real finance org, built for the way your business runs today.
What we do
Three core practices, one integrated team.
Most clients engage across all three. Finance, accounting, and analytics aren’t separate problems. They’re connected.
— 01
Finance
The plan, the model, and the read on whether it's working.
We build and maintain comprehensive financial models, develop scenario-based forecasts, analyze margins and KPIs, and help you think through capital strategy. Whether you're preparing for a fundraise, evaluating a new business line, or trying to understand where your money is going, we bring the rigor.
What this looks like
- Three-statement financial models
- Scenario planning and sensitivity analysis
- Margin analysis by product, channel, and customer
- Fundraise preparation and investor materials
- Debt and equity capital strategy
- Board reporting and KPI packages
— 02
Accounting
Books, close, and reporting that hold up.
We build accounting systems that are right-sized for where you are today and designed to evolve as you scale. Clean books, reliable close processes, and reporting infrastructure that gives you confidence in your numbers, month after month.
What this looks like
- Monthly and quarterly close management
- Reporting infrastructure and chart of accounts
- Accounts payable and receivable oversight
- Corporate structure optimization
- R&D tax credit identification
- Tax preparation support with licensed CPAs
— 03
Analytics
Real-time visibility, connected to your books.
We connect your data sources, clean the mess, and build the reports and analyses your team actually needs. From customer segmentation to inventory forecasting to campaign optimization, we make your data work for you instead of collecting dust in a spreadsheet, with the option to layer on Vornoy, our proprietary platform, when you need real-time visibility.
What this looks like
- Customer acquisition cost and lifetime value analysis
- Cohort analysis and retention tracking
- Inventory optimization by SKU
- Marketing campaign performance and attribution
- Channel performance across D2C, wholesale, and marketplace
- Custom KPI dashboards on the Vornoy platform
The unfair advantage
Plus the platform we built ourselves: Vornoy.
Most fractional CFO shops bolt together a half-dozen tools and call it a stack. We built our own. Vornoy is a real-time analytics product covering revenue, OPEX, marketing spend, and CAC. Purpose-built for Founders, and the engine behind every analysis we run for clients.
Let’s talk
Let’s see if we’re a fit.
Schedule time to meet our team. We want to hear about your business: where it is today, where you want to take it, and what’s slowing you down. If we see an opportunity to help, we’ll come back with a clear plan and a statement of work to match.
Book a call