Fractional CFO, project engagements, interim leadership, and start-up & middle market support — strategic financial guidance on your terms and within your budget.
Senior-level financial leadership on a steady, monthly cadence — without the six-figure salary. We manage cash flow, build budgets and forecasts you can act on, and bring seasoned judgment to every major decision.
Engaged at the scope your business requires, scaling up and down as you grow.
Explore Fractional CFO in Depth →Sometimes you need a second set of hands to bring your vision to fruition. Sometimes the routine doesn't leave you enough time for process improvement. And sometimes another CFO alongside yours helps you move twice as fast.
We take on focused engagements — process redesign, system implementations, audit preparation, exit readiness — with clear deliverables and an end date.
Explore Project Engagements →When a finance leader departs, the work doesn't wait. We step in quickly to keep the close on schedule, the team led, and the numbers trusted — so the business doesn't miss a beat.
And when you're ready to hire, we help you define the role, evaluate candidates, and hand off cleanly.
Explore Interim CFO Services →Whether you're standing up your first financial foundation or scaling past what your current systems can handle, we bring the structure that keeps owners, investors, and lenders confident.
Controller services, tax planning and preparation, and financial systems that grow with you — big-firm rigor, sized to where you are today.
Explore Start-up & Middle Market Support →Most small businesses and sole proprietors can't justify a full-time CFO — but that doesn't mean they don't need one. Whether you're scaling up, cleaning up your books, or planning for the future, you deserve the same quality of financial leadership that typical accounting firms reserve for their largest clients.
That's where we come in. Both co-founders, Lesley and Mark Hazleton, are PricewaterhouseCoopers alumni — Lesley on the accounting side, Mark on the consulting side. Combined with over 30 years of experience across Fortune 500 divisions and growing businesses, that depth of expertise is now available to your organization.
Not sure where to begin? Pick one focused engagement to start. No long-term contracts — just clear deliverables and real results.
A clear picture of where your cash is going and a concrete plan to stabilize it.
Quick-Start EngagementGet your books in order with a structured cleanup and a monthly close rhythm you can maintain.
Quick-Start EngagementA budget and forecast you can actually use to make decisions, track progress, and plan ahead.
Quick-Start EngagementBoard treasurer services and governance setup for nonprofits ready to strengthen their finances.
Pro Bono AvailableGrowing companies that need experienced financial leadership but aren't ready for a full-time CFO. We step in as a trusted partner to help you manage cash flow, plan strategically, and build a strong financial foundation.
Business owners who want to optimize their operations for strong financial management. From organizing your books to planning for growth, we bring the expertise to help you run your business with confidence.
Organizations doing important work that deserve strong financial governance. We provide board treasurer services and pro bono guidance — because sound financial management shouldn't be out of reach.
Whether you're a growing business, a sole proprietor, or a nonprofit — the first step is a conversation. No obligation, no pressure.