Services

Architecture. Intelligence.
Governance.

Three integrated disciplines — Finance Architecture, Pressure & Signal Intelligence, and CFO Governance & Tax — delivered by one operator who has lived inside the systems, the audits, and the crises your organization is navigating.

01

Finance Architecture

Build the Infrastructure Your Operations Actually Require

Most organizations are running on financial infrastructure that was designed for the company they used to be. The chart of accounts doesn't reflect the contract mix. The ERP was configured out of the box and never touched again. The indirect rate structure is a guess. We rebuild the foundation — not the reports sitting on top of it.

Ideal For

Organizations outgrowing QuickBooks, implementing Unanet or Costpoint, rebuilding after rapid growth, or preparing for a DCAA audit.

Discuss This Service

What's Included

  • Chart of accounts design & restructuring
  • Indirect rate structure development (DCAA-defensible)
  • ERP selection, configuration & implementation
  • Financial reporting infrastructure design
  • Month-end close process engineering
  • Accounting policy & procedure documentation
  • System integration & data migration oversight
  • Staff training & knowledge transfer
02

Pressure Diagnostics

Read the System Before It Breaks

Financial pressure is information. Cash flow stress, audit exposure, billing gaps, and governance drift don't appear without warning — the signals were there. Using the Financial Operator Pressure Test (FO-PT) and proprietary diagnostic frameworks, we surface what the system is telling you before it becomes a crisis.

Ideal For

Organizations preparing for a DCAA audit, a major contract renewal, a board transition, a new grant cycle, or a period of rapid growth.

Discuss This Service

What's Included

  • Financial Operator Pressure Test (FO-PT)
  • Revenue recognition & billing gap review
  • Contract risk & exposure assessment
  • DCAA & grant compliance gap analysis
  • Cash burn & runway scenario modeling
  • Indirect rate structure diagnostic
  • Financial controls & governance assessment
  • Findings report with prioritized action plan
03

CFO Governance & Tax

Embedded Leadership Without the Full-Time Overhead

Ongoing CFO-level governance embedded in your operations — not a vendor relationship, an operator relationship. Board reporting, cash management, strategic planning, and annual tax preparation handled by someone who already knows your systems, your contracts, and your risk profile. No handoff. No ramp-up. No guesswork.

Ideal For

Organizations with $2M–$50M in revenue that need embedded financial leadership — and a CFO who already understands GovCon, nonprofit, or growth-stage finance.

Discuss This Service

What's Included

  • Monthly CFO governance & financial oversight
  • Board & investor financial reporting
  • Cash flow management & forecasting
  • Strategic financial planning & budgeting
  • Business & organizational tax preparation
  • Banking & lender relationship management
  • KPI development & dashboard design
  • Finance team mentorship & development
Process

How We Engage

A structured, efficient process from first conversation to embedded execution.

01

Structured Intake

A focused 45-minute conversation to understand your organization's financial pressure points, current systems, and goals. No generic discovery calls.

02

Diagnostic Assessment

A rapid review of your financial statements, systems, and compliance posture to identify the highest-priority issues and confirm engagement scope.

03

Engagement Design

A tailored engagement structure — scope, timeline, deliverables, and pricing — built around your specific needs, not a standard package.

04

Embedded Execution

Hands-on delivery: attending leadership meetings, working directly in your systems, and building the infrastructure — not just advising from the outside.

Also: Financial Modeling & Scenario Analysis

Purpose-built models for contract bid pricing, indirect rate scenarios, and multi-year cash flow projections.

Explore Modeling