Our Core Services

Identify inefficiencies and uncover growth opportunities.

A deep-dive assessment of financial health, operational systems, and leadership alignment to provide an actionable roadmap for success.

What’s Included:

✔ Financial performance & cash flow analysis
✔ Operational workflow assessment
✔ Leadership structure evaluation
✔ Execution roadmap with strategic priorities

Investment starts at $15K

CFO & COO Expertise—Integrated for Scalable Growth.

For companies that need structured financial strategy and operational execution without hiring full-time executives.

What’s Included:

✔ Profitability strategy & financial clarity
✔ Scaling & business model optimization
✔ Execution frameworks (OKRs, KPIs, sprint planning)
✔ AI-powered operational efficiency tools 

Retainers start at $8K/month

Automate workflows, optimize efficiency and enhance decision-making with AI-powered solutions.

What’s Included:

✔ AI-driven financial & operational automation
✔ ERP & ACCTION Board integration
✔ Process improvement & data-driven insights
✔ Custom technology roadmap for scalable systems

Project-based engagements from $25K–$100K

Structured decision-making, execution planning, and leadership alignment for business growth.

What’s Included:

✔ Leadership coaching & management development
✔ Performance tracking & operational discipline
✔ Crisis & risk management planning
✔ Execution accountability & implementation strategies

Custom engagements starting at $5K

Helping businesses break through growth plateaus and enter new markets.

What’s Included:

✔ Mergers, acquisitions, and investment planning
✔ Market research & competitive positioning
✔ High-growth operational frameworks
✔ Partnership development & joint ventures

Custom pricing (starting at $50K+)

✔ Fractional CBO Approach: Financial & Operational Expertise Combined

✔ Cost-effective alternative to hiring a full-time CFO or COO

✔ Focus on execution, not just advice

✔ Proven frameworks for profitability, automation, and scalability