Strategic Planning
- Creation of a new Business or Strategic Plan
- Modification or Review of an existing Plan
- Roadmap for execution of the Plan
Financial Planning
- Annual Budgeting
- Capital Planning
- Financial Modeling
- Multi-Year Forecasting
- Valuation Benchmarking
Fractional CFO Services
- Financial Monitoring & Reporting
- KPI Development & Tracking
- ERP Optimization
- Data Driven Decision Matrices
- Program Management
Executive Oversight & Stewardship
- Staff Coaching & Mentoring
- Board Level Oversight
- Fractional Executive Roles