Who we work with and what industries we have experience in.

Who We Work With

  • A proud founder standing with his arms crossed and a smile

    Founders & Owners

    You’ve got the vision — we help build the roadmap.

  • Man and woman at a conference table in an office loft with brick walls

    CFOs / Financial Leaders

    Get a strategic partner to complement your team.

  • A man in a suit at his desk working on his computer

    Head of Accounting / Controllers

    Offload complex financial strategy and focus on operations.

Industries We Work With

  • Photo of a clean technology manufacturing plant

    Manufacturing

    Inventory, cash flow, cost of goods, and M&A positioning.

  • Logistics depot with trucks

    Logistics & Trucking

    Managing thin margins, regulatory compliance, and scaling profitably.

  • A smiling man behind his camera

    E-commerce & Creators

    Revenue forecasting, tax efficiency, and growth funding.

  • Two people working at facing desks in a modern technology setting

    Technology & SaaS

    Optimizing runway, capital deployment, and exit planning.

  • Three construction workers around a picnic table on a worksite with plans and a laptop

    Commercial & Residential Services and Construction

    Specialized financial planning and strategic support to help construction businesses manage project costs, cash flow, and long-term growth.

  • A woman standing and speaking to other business people in a modern high rise office

    Business and Professional Services

    Specialized financial planning to help business and professional service companies optimize revenue, control costs, and scale effectively.

Ready to Connect?