Our Services

Two practices. One trusted partner.

We bring finance and cybersecurity leadership together under one roof, so your business gets the expertise it needs without managing multiple vendors.

Finance advisory professionals
Finance Advisory

Experienced finance leadership, on your terms.

From fractional executives to hands-on operational support, our Finance Advisory practice gives you the depth of a seasoned finance team without the full-time commitment.

Fractional CFO

Strategic financial leadership for companies that need a CFO-level perspective without a full-time hire. We guide financial planning, investor relations, board reporting, and long-term strategy.

Fractional Controller

Operational finance leadership covering accounting oversight, internal controls, month-end close management, and team supervision — at the level your business actually needs.

Financial Planning & Analysis (FP&A)

Budgeting, forecasting, variance analysis, and management reporting that give leadership the visibility to make confident decisions.

Reconciliation-as-a-Service

Ongoing account reconciliation delivered as a managed service — consistent, documented, and audit-ready every month.

Staff Augmentation

Pre-vetted finance professionals deployed quickly to cover gaps in your teams, support special projects, or scale your team — Analysts, AP/AR, Payroll, and more.

Systems Implementation, Process Improvement & Automation

ERP selection and implementation, workflow redesign, and automation of manual processes — so your finance team spends time on analysis, not data entry.

Finance Continuity Practice

Structured coverage when a key finance person leaves — Bridge, Hire Right, and Land & Launch.

Finance Diagnostic

A structured assessment of your finance function — identifying risks, gaps, and priorities across controls, reporting, staffing, and systems.

Cybersecurity and IT protection
IT & Cybersecurity

Protect what matters. Stay ahead of risk.

Our Cybersecurity practice provides the strategic and operational security leadership mid-market companies need — without the cost of a full in-house security team.

Virtual CISO (vCISO)

Fractional Chief Information Security Officer services — security strategy, program development, executive reporting, and ongoing advisory tailored to your risk profile and industry.

Security Assessments & Penetration Testing

Comprehensive assessments of your security posture — vulnerability scanning, penetration testing, and actionable remediation roadmaps.

SOC 2 Compliance Readiness

Gap analysis, control design, evidence collection, and audit preparation to get your organization SOC 2 ready — with less friction and fewer surprises.

Governance, Risk & Compliance (GRC)

Policy development, risk register management, regulatory mapping, and compliance program oversight across frameworks including NIST, ISO 27001, and HIPAA.

Managed Security & Incident Response

Ongoing security monitoring, threat detection, and a tested incident response plan — so when something happens, you're not figuring it out in real time.

Cybersecurity Training

Security awareness training, phishing simulations, and role-based training programs that build a security-conscious culture across your organization.

Our Approach

We work smarter.

We continuously apply AI, automation, and best practices to deliver more value and keep improving. Our team doesn't just advise — we roll up our sleeves and do the work alongside you.

Practitioners, not consultants

Our team has held the roles we advise on — CFO, Controller, CISO. We know what the work actually requires.

Relationships, not transactions

When your team changes, your trusted partner doesn't. We're built for continuity — not one-off fixes.

AI & automation-forward

We apply modern tools to eliminate manual work and deliver faster, more accurate results.

Not sure which service fits your situation?

Tell us what's going on and we'll point you in the right direction — no commitment required.