Services Portfolio

Chief Financial Officer

Fully integrated C-Suite finance executive, partnering with the senior leadership team to drive the company's strategic financial initiatives, leveraging deep understanding of business fundamentals such as revenue generation, business operations, people development, and financial management to help businesses deliver measurable and sustainable improvements to their models.

Chief Operating Officer

Fully integrated C-Suite operations leader, adept at harmonizing business systems, processes, and infrastructure. Expert in in dismantling silos across functional areas, fostering lean and interconnected management practices. Deploy a strategy coalesces the organization into a seamlessly functioning entity, enhancing overall efficiency and effectiveness.

Fractional CFO/COO

Partner with portfolio companies to help them overcome financial challenges, achieve stability and growth, optimize business strategies, implement processes & systems, or navigate an audit or specific transactions, for a fraction of the cost of a high caliber CFO/COO.

Contract Consulting

Supporting role, acting as independent contractor (1099) to consult per project basis, on various financial, accounting, operations and Human Resources assignments. Flexible and specialized knowledge on demand.

Retainer

On-going financial leadership and ad hoc consulting, based on a fixed monthly retainer, enabling organizations to strengthen their existing finance team. Tailored approach, where businesses gain access to seasoned financial and operational expertise for a defined block of hours per month.

Part-Time Engagements

Plug in fin-ops support on a part time hourly rate. Providing a scalable, cost-effective solution for financial management, Solve problems, conceptualize, execute and deliver results.

Top Skills

  • contracts & negotiations: MSAs, SOWs, rate cards, price per deliverables

  • vendor contracts and ICAs (independent contract agreements)

  • Employment Agreements and Incentives structures

  • EVP (Employees Value Proposition) plans

  • team development

  • workplace culture

  • EOS (Entrepreneurial Operating System) toolkit implementation

  • business strategies alignment & direction

  • FP&A: financial planning & analysis, forecasting

  • M&A: Mergers & Acquisitions, Integration planning

  • cash flow optimization

  • debt leveraging

  • costs controls

  • strategic partner relationships with banks, CPAs, legal counsels

  • entrepreneurship & intrapreneurship expertise

  • WBENC, NGLCC, B Lab certifications

  • supplier diversity & procurement relations

  • General Ledger tune ups, A/R, A/P

  • risk management

  • streamlining operations

  • project management accounting

  • cross-functional team leadership

  • business processes improvements

  • change management

  • team motivation

Methodology

The 4P methodology encapsulates a holistic strategy that integrates four foundational pillars—People, Profit, Purpose, and Performance—into a cohesive framework:

  • People: Recognize and nurture the potential of employees, stakeholders, and the community, emphasizing leadership, culture, and team development as central to business success.

  • Profit: Implement financial strategies that optimize earnings while balancing cost management, investment, and revenue growth, ensuring sustainable long-term financial health.

  • Purpose: Define and embed a clear, authentic corporate mission and values that resonate with all levels of the organization, guiding decisions and actions.

  • Performance: Establish and monitor key performance indicators (KPIs) that reflect the company's strategic objectives and operational efficiency, fostering continuous improvement.

 The 4P methodology revolves around the principle that these four elements are not isolated but are interconnected and dynamic, each influencing the other. The focus is on achieving:

  •  Holistic Success: By treating the business as an integrated ecosystem where each decision impacts people, profit, purpose, and performance.

  • Strategic Excellence: Through data-driven decision-making, adaptive strategy planning, and fostering innovation aligned with the company's core purpose.

  • Positive Impact: By ensuring that business growth is sustainable and contributes value to society and the environment, not just the bottom line.

 The 4P methodology is both a philosophy and a practical approach, encouraging businesses to operate with a balanced view that does not prioritize one pillar over another but instead seeks harmony and strength through their interplay. It involves a continuous loop of assessment, action, and re-assessment, aimed at perpetual enhancement across all domains of the organization. Work in the business, and partner with CEO to work on the business - manage daily operations while simultaneously strategically develop the business, ensuring seamless integration across all facets for synchronized functionality. Align financial and operational tactics with broad business objectives, promoting a unified path of growth. Cultivate a culture of accountability and sustainability, balancing internal development with the enterprise's fiscal expansion.

To book services or find out more, contact us here.

People

Profit

Purpose

Performance

People Profit Purpose Performance

new-york-skyline-panorama-sunset-aged-pixel.jpg