About Us
Values
We’re guided by four key values:
Creativity
We look at all angles to a problem, and think creatively to craft the optimal solution.
Urgency
We think and act like owners, seeking to provide solutions as soon as possible.
Simplicity
We pursue the simplest path to get to the best outcome.
Practicality
We offer thought leadership and solutions that can be implemented.
Approach
We have three main aspects to our approach:
Understanding Your Business
We invest the time to really understand your business and priorities, in order to position us to deliver the most value added services.
Agile Delivery
Where possible, we take an agile approach to deliver “minimum viable products” quickly. Instead of taking a long time to deliver and move the business forward, we break deliverables into “chunks”, deliver quick wins early and iterate to refine as needed.
End-to-end Solutions
We think multiple steps beyond the immediate deliverable to ensure that we are efficiently executing towards the desired end outcome. We want to avoid re-work due to insufficient and siloed planning.
Industry Experience
We have experience working with public and private companies spanning the following industries:
- Real estate
- Banking
- Insurance
- Investment management
- E-commerce
- Consumer packaged goods
- Consulting
- Manufacturing
- Energy
- Telecommunications
- Retail
- Technology
Our Services
Expertise
We have a broad range of experience, spanning the following:
- Financial accounting and reporting
- Management accounting and reporting
- Board and C-Suite reporting
- Financial planning & analysis
- Consolidation
- Budgeting
- Allocations
- Cash flow forecasting
- Capital budgeting
- Valuation
- Financial modeling
- Investor relations
- Treasury
- Financing
- Contract analysis
- Process improvement
- Policy development and monitoring
- Decision support
- Governance
- Internal auditing
- External auditing
- Training
Who We Serve
We aim to serve any organization that requires financial expertise to help move their strategies forward:
- Publicly listed companies
- Private companies
- Sole proprietorships
- Partnerships
- Professional services firms
- Venture capital firms
- Private equity firms
- Not for profit organizations
- Government institutions
Structure of Engagements
We are flexible and can structure engagements to suit the needs of our clients. Some common types of engagements include:
Fractional CFO / Finance Support
For clients that require recurring monthly support, we can provide services at our hourly rate for the number of hours required. There is no locked-in number of hours – we can be flexible to your needs and scale hours up or down as needed. If you do have a consistent need each month, then we can also structure a fixed monthly fee if that works better for your business.
Special Projects
We can support clients that require assistance with a specific issue or project. We can structure the engagement on a fixed fee or time and materials basis, depending on the nature of the engagement and your business needs.