Services

We take pride in providing a seamless and transparent experience.

OUR FOCUS

We focus in the accounting, finance, and operations space across all industry verticals, and work roles at all levels, from junior and staff to director and C-suite.

Accounting & Audit

Corporate
Management Company
Fund & Financial
Property & Portfolio
Tax
Technical & SEC Reporting
Revenue
Cost
Internal & External Audit

Finance & Strategy

FP&A
Portfolio Analysis
Valuations
Mergers & Acquisitions
Risk

Operations

Investment Operations
Middle Office Support
Client Services
Treasury

Other

Investor Relations
Compliance
Portfolio Management
Financial Advisory

OUR PROCESS

We offer a full service experience.

ENGAGEMENT

Direct-Hire & Permanant Placement Services

We offer two models for direct hire and permanent placement services. All employees hired will sit under your company and on your payroll, we find them for you.

Contingent

We work on a contingent basis, where we are paid the placement fee upon successful hire of the candidate(s) we provide. This is best suited for lower level positions where speed is key.

Speed to market.
No up-front costs.
Ability to utilize internal resources and other agencies.

Retained

We work on a retained model where we are the exclusive partner in your search. This includes a consultative and research based process with full transparency on who we’ve sourced, interviewed, submitted, and rejected. We charge an upfront retainer and are paid the remainder of the placement fee upon successful hire of the candidate(s) we provide. This is best suited for management and executive level positions, where finding an exact skillset, culture fit, and experience is vital.

One voice to the market.
Full attention and commitment.
Confidentiality.

Fractional & Interim Services

We provide fast, flexible access to proven CFO leadership—exactly when and how your business needs it. Whether your company is undergoing transformation, facing financial challenges, preparing for a capital event, in need of stronger financial oversight, or simply not in need of a full-time CFO, our model ensures you receive top-tier financial expertise.

Our approach is built on trust, credibility, and results. We begin by embedding an experienced fractional CFO who delivers immediate strategic clarity and operational leadership. For companies experiencing financial restructuring, cash flow issues, or operational inefficiencies, we provide the tools and talent to stabilize, refocus, and position for growth.

As your business evolves, we scale with you - In addition to CFO leadership, we offer a range of services to support your company’s broader growth and operational needs. This includes staffing, professional bookkeeping, and support for organizational management. Whether you’re shoring up your back office or preparing to scale, we provide the resources to get you there efficiently and effectively.

What sets us apart is our ability to deliver high-value financial and operational support on demand—with flexibility, accountability, and a partnership mindset. When you’re ready to hire full-time, we offer seamless options: convert your embedded CFO with a structured transition, or engage our retained search services at a preferred rate.

We are your strategic partner in financial leadership—ready to help your business grow, adapt, and thrive.

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