Executive Support on Demand

Our pick and mix menu of services allows you take only what you need, and only when you need it. The most flexible way to build your C Suite capabilities within a bootstrapped environment.

$200 per hour

Strategic Planning

Business Strategy Consultation

Expert advice to shape your business strategy and drive growth.

Organizational Assessment

Evaluate and optimize your organizational structure for efficiency.

Financial Analysis and Recommendations

In-depth financial analysis to inform strategic decisions.

Dashboard development

Enables quick, data-driven decision-making through visual representation of key metrics.

Accounting & Internal Controls

NetSuite and QuickBooks Implementation

Seamless integration of accounting software for streamlined operations.

Accounting Policies and Procedures

Establish robust accounting policies for compliance and accuracy.

Month-End Closings

Efficient month-end closing processes to ensure timely financial reporting.

Management Commentary

Insightful commentary to accompany your financial statements.

Internal Controls Development

Design and implement internal controls to safeguard assets.

Cash Flow and Working Capital Management

Optimize cash flow and manage working capital effectively.

Financial Planning and Analysis

Budgeting and Forecasting

Accurate budgeting and forecasting to guide your financial planning.

Price/Volume/Mix Variance Analysis

Analyze variances to understand performance drivers.

Product mix and pricing optimization

Essential for maximizing revenue and profitability through strategic product offerings.

Supply chain and S&OP optimization

Critical for improving operational efficiency and aligning supply with demand.

E-commerce optimization

For businesses looking to improve their online sales performance and customer experience.

Warehouse and 3PL partner selection

For companies aiming to streamline logistics and reduce costs.

Operations Support

E-commerce optimization

For businesses looking to improve their online sales performance and customer experience.

Warehouse and 3PL partner selection

For companies aiming to streamline logistics and reduce costs.

Licensing agreement negotiation

For businesses involved in intellectual property transactions or partnerships.

Packaging efficiency improvements

Helps reduce costs and environmental impact while enhancing product presentation.

Cybersecurity and data privacy planning

Essential for protecting sensitive information and maintaining customer trust.

Continuity planning / Disaster Recovery

Critical for ensuring operations can continue during unexpected disruptions.

Customer service team setup

For businesses looking to enhance customer satisfaction and loyalty.

HR and Recruitment

Support for companies aiming to attract and retain talent without a hiring team in place.

Business Modeling

Financial business model creation

For startups and established businesses to project financial performance.

Revenue and cost modeling

Helps businesses understand and optimize their financial structure.

WACC and business valuation (non-certified)

For businesses seeking investment or considering strategic transactions.

Real options analysis / Monte Carlo simulations

Advanced tools for complex decision-making under uncertainty.

TAM SAM SOM analysis

For startups and businesses to understand market potential and set realistic goals.

Due diligence for acquisitions or sales

Crucial for businesses involved in mergers, acquisitions, or preparing for sale.

Cap table review

Important for startups and growing businesses to manage equity and understand ownership structure.

Sales Tax Management

Jurisdiction compliance review

For businesses operating across multiple locations to ensure legal compliance.

State registration for sales tax collection

For businesses to meet legal requirements for collecting sales tax.

Sales tax filing and payment setup

Crucial for businesses to efficiently manage and remit collected sales taxes.

Ready to talk?

Whichever path we take together – you’ll gain a flexible, cost-effective strategic partner perfectly aligned to meet your business where it’s at.