We start with how the money moves
We look beyond a storefront screenshot or a revenue headline. How orders, payouts, stock and supplier payments move through the business shapes the finance work.
That map sets the scope and the fee: we price the handoffs you actually have, not a package that hides them.
Reports you can act on in a meeting
Every pack separates three things: figures ready to use, assumptions still in play and exceptions that need an owner.
The review then covers what moved, what the team is deciding and which missing figure would change the answer.
No mystery figures
Every figure says what it includes before anyone decides on it.
Assumptions in writing
Keep timing, scope and definitions next to the figures they affect.
A name on each item
Give each input, exception and follow-up a named responsibility.
A calendar we can keep
Close dates the people doing the work can actually hit.
Elena Marsh
Engagement lead
Owns the scope, the review agenda and your questions.
Tom Becker
Close owner
Runs the monthly close, the checklist and the open items.
James Whitlow
Fractional CFO
Leads the monthly review and the decisions on cash and stock.
Sample team. Names and portraits are placeholders for a fictional practice; no professional credentials are claimed.