Management Consulting & Business Advisory Services
Bookkeeping • FInancial Oversight • FP & A • AI & Systems Enablement
We help organizations build reliable financial operations, strengthen reporting, and modernize systems—without hiring a full-time internal team.
What we do
We are a Management Consulting and Business Advisory Services firm supporting organizations from start-up through mid-market. Our services are delivered through a firm-managed, role-based model that provides continuity, governance, and scalable support.
Services
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Full-cycle bookkeeping, accounting and senior accounting services, reconciliations, payroll oversight, and month- and year-end close support. Finance function setup, family office operations, and fund shared services for VC/PE entities.
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Close management, management reporting, controls and process improvements, commercial underwriting support, and leadership decision support.
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FP&A, budgeting, forecasting, cash-flow planning, financial modeling, board/investor reporting, business planning, financing preparation and post-agreement reporting, turnaround support, exit and succession planning.
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AI-enabled advisory, workflow automation, ERP/systems enablement, analytics and dashboards, executive reporting, and operational efficiency initiatives.
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Recruitment support for senior finance roles, executive enablement, CEO/CFO technology coaching, and organizational capability development
How We Work
Clients work with our firm—not a single individual—by design. Engagements are structured with defined scopes, secure systems access, standardized workflows, and clear deliverables.
Our Clients
We’ve supported organizations across:
Aerospace & space systems (regulated, safety-critical environments)
Technology services and digital transformation
Advanced manufacturing and engineering
Energy and sustainability-focused operations
Hardware and embedded systems
Professional services and performance consulting
Why Clients Choose Us
Firm-level accountability and continuity
Right-sized expertise (bookkeeping through to business oversight)
Disciplined reporting and decision support
Systems modernization and AI-enabled efficiency
Clear communication and professional outputs