Monthly meeting to review Financial Statements

​● Financial model updated with actual results

● Analysis of business performance with actionable insights

● Cash flow summary review

● Budget vs. Actuals analysis

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CEO/Executive Leadership Calls

● Weekly

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Timely email responses related to business development, strategy, or general inquiries

● 24 Hour Response SLA

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Accounting process and software improvement recommendations 

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Advanced Financial Reporting

● Forecast development and monthly financial reporting

● Advanced cash flow modeling and scenario planning

● Customized monthly KPI dashboard

● Strategic budgeting and planning

● Preparation of financial metrics for internal and external reporting

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Strategic Partnership 

● Active participation in board and investor meetings

● Capital strategy support, including equity, debt, credit facilities, and M&A

● Coaching and support for internal finance and operations staff

● Hands-on support for M&A strategy, due diligence, and execution

● Financial Coordination with tax advisors, lenders, and legal counsel​