Services
Six practices. One standard.
Everything we do rests on the same foundation: CFA-grade analysis, senior-led delivery, and advice you can defend to a board, an auditor, or a regulator. Explore our practices below or simply tell us your problem and we’ll assemble the right team.
01
Corporate Finance & Strategy Consulting
Decisions worth millions deserve analysis worth trusting.
We help owners, boards, and CFOs answer the questions that shape enterprise value: What is the business worth? Where should capital go? Is this deal sound? How do we fund growth?
What we deliver:
- Business valuation and financial modeling
- Capital structure and capital allocation strategy
- Transaction support
- Growth, market-entry, and turnaround strategy
- Scenario planning and stress testing
- Fractional CFO and interim finance leadership
- Board and investor reporting packs
Outcome: A defensible number, a clear recommendation, and a plan your stakeholders will back.
02
Operational Financial Planning & Analysis (FP&A)
Turn your finance function from scorekeeper into navigator.
What we deliver:
- Annual budgeting and driver-based planning models
- Rolling forecasts and cash-flow forecasting
- Variance analysis and monthly performance-reporting rhythms
- KPI architecture and executive dashboards
- Cost optimization, margin analysis, and working-capital improvement
- FP&A process design, tool selection, and automation
- Fractional FP&A support for lean finance teams
Outcome: Forecasts leadership actually uses, produced in days instead of weeks
03
Sustainability, ESG & Climate Finance
Sustainability, measured like finance.
Carbon, climate risk, and ESG data now flow through the same channels as financial data to investors, lenders, customers, and regulators. We bring financial-reporting discipline to all of it.
What we deliver:
- Greenhouse gas (GHG) measurement Scope 1, 2, and 3 inventories aligned with the GHG Protocol
- Sustainability reporting & disclosure ISSB (IFRS S1/S2), GRI, SASB, TCFD-aligned, and CDP reporting; readiness support for evolving U.S. state and international requirements
- ESG-related internal audit controls over sustainability data, gap assessments, and assurance readiness
- Climate risk & opportunity analysis physical and transition risk, scenario analysis, and integration into ERM and financial planning
- Climate & sustainable finance decarbonization economics and analytical support for green and sustainability-linked financing
Outcome: Sustainability numbers that survive scrutiny from auditors, investors, and your own board.
04
Technical Support to CPA Firms
Extra depth for your bench, exactly when you need it.
Audit and assurance work gets more technical every year, while experienced talent gets harder to find. We give CPA firms confidential, engagement-ready support under your direction and within your quality-management system.
What we deliver:
- Technical accounting research and consultation (US GAAP and IFRS): revenue recognition, leases, financial instruments, business combinations, impairment, and more
- Audit support for complex estimates: fair value measurements, impairment models, expected credit losses, and valuation reviews
- Audit support for attestation of Sustainability Information including Green House Gases (ISAE-3410,ISSA-5000 and related ISOs)
- Audit data analytics: journal-entry testing and substantive analytics support
- Workpaper preparation and documentation support
- Seasonal capacity: trained professionals for busy-season surge
- Technical training for your audit and advisory staff
Important: We support your engagements; we do not perform attest services or express opinions. Independence checks and confidentiality protocols are agreed before any work begins.
05
Corporate Training
Workshops that upgrade how your team thinks not just what they click.
All programs are hands-on, case-based, and taught by practitioners who use these skills on live engagements.
Flagship programs:
- Advanced Excel & Financial Modeling three-statement models, scenario architecture, Power Query, dashboarding, and model-review discipline
- IFRS & US GAAP Essentials and Updates new standards, complex topics, and industry-specific application
- Corporate Valuation Methodologies DCF, trading and transaction comparables, and valuation for deals, reporting, and disputes
- FP&A Excellence driver-based planning, forecasting, and management reporting
- Sustainability Reporting for Finance Teams GHG accounting and disclosure fundamentals for accountants and analysts
Formats: On-site or live-virtual · half-day sessions to multi-week cohorts · custom curricula built on your industry’s cases · train-the-trainer options · open-enrollment sessions for individual professionals · certificates of completion [confirm CPE eligibility before advertising credits]
06
Impersonal Financial Publishing
Research and commentary that educates at scale.
We produce rigorous, readable financial content for broad audiences: educational market commentary, macroeconomic research newsletters, and academic-style whitepapers. We also ghost-write and co-author thought leadership for institutions that want their expertise heard.
What we deliver:
- Macroeconomic and market commentary written for general circulation
- Recurring research newsletters
- Whitepapers, industry studies, and academic-style papers
- Bylined thought leadership and data-driven visual research for firms and executives
Our publishing standard: All publications are impersonal in nature distributed broadly to the general public, educational in purpose, and free of individualized “buy/sell” recommendations. Nothing we publish constitutes investment advice or a recommendation tailored to any person’s circumstances.
Work with us the way that fits.
- Project engagements defined scope, deliverables, and fee
- Advisory retainers ongoing access to senior counsel each month
- Fractional & interim leadership CFO, Head of FP&A, or Head of Sustainability
- Capacity support surge staffing for CPA firms and finance teams
- Training programs single workshops or an annual learning academy
- Research subscriptions & commissioned publications
CTA band: Not sure where your challenge fits? Book a Consultation we'll scope it together, at no cost.
