Fractional CFO & Advisory
Accounting & Financial Operations
Solutions for Small Depository Institutions
HR & People Operations
Board-grade financial leadership and strategic counsel — the CFO function without the full-time cost.
- Board reporting & advisory — board packages, presentations, and counsel for CEOs, boards, and investors
- Financial planning & analysis — budgeting, forecasting, KPI tracking, and variance analysis
- Cash flow forecasting & tracking — daily, weekly, monthly, and annual liquidity visibility
- Capital strategy & fundraising — preparing the company to raise and deploy capital
- Cap table management — ownership tracking, investor reporting, 409A cycles, options and warrants
- Risk management — identifying and mitigating financial risk to protect assets
- Corporate structure advisory — entity formation, IP protection, and compliance filings
- Cost reduction — disciplined margin and working-capital improvement
The full back-office finance function — accurate, timely, and reporting-ready — in U.S. GAAP, IFRS, and Indian Accounting Standards.
- Bookkeeping — data entry through billing, collection, and reconciliation
- Financial statement preparation — monthly balance sheet, income statement, and cash flow
- Multi-standard reporting — GAAP, IFRS, Indian Accounting Standards, and managerial
- Planning & variance analysis — operational budgets, forecasts, and variance-to-plan
- Working capital management — AP, AR, inventory, and vendor management
- Treasury management — cash positioning and banking operations
- Tax — federal, state, and local income and sales tax filing and reporting
Specialized regulatory finance support for community banks and credit unions, grounded in deep financial-institutions experience.
- Liquidity management — cloud-based liquidity planning and monitoring
- ALCO / ALM — asset-liability committee support and asset-liability management
- Regulatory reporting — accurate, timely, examiner-ready reporting
- CECL — current expected credit loss modeling and implementation support
Aligning people, policy, and incentive structures with the company's financial and operational goals.
- HR management — employee handbook best practices, policies, and performance systems
- Employee relations — responding to questions and conflicts with appropriate escalation
- Benefits management — advocacy and support through the open-enrollment process
- Payroll services — compensation management and wage administration
- Incentive alignment — aligning HR resources and incentives with company KPIs