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See how much you could save with our custom ROI Estimator 

6 Week Financial Story Sprint

This is a guided, 6 week intensive program that turns your raw transactional data into a crystal clear cash-generation plan. In just 42 days we take your raw sales, payroll and expense data and turn it into one clear forecast, exposing your biggest money leaks and areas for greatest cash flow potential. By week 2 you'll already see and be able to act on the top revenue lifts and cost cuts. We blend cost analysis and forecasting to create your personalized roadmap (and the dashboards to match) so you can create your own financial success story. Flash turnaround, lasting impact - your financial story, transformed.

Week 1

Clean Slate

Trustworthy numbers. By scrubbing 12–24 months of transactions and fixing coding errors, you finally see true margins and balances. Every insight that follows is built on solid, audit-ready data.

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Financial Maintenance

Upon the completion of our 6 Week Financial Story Sprint, or if your company only requires Monthly CFO services, you can opt into our financial maintenance program. While our Sprint gets you on track, this program is a continuation designed to keep your company on a successful path to achieve your long term goals and deep dive into specific, personalized needs.

Industries We Serve

Retail

E-Commerce

Healthcare

Nonprofit

Manufacturing 

Startups

Service Industry

Banking and Financial Services

Construction

Insurance

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