We’ll analyze your operations and uncover opportunities for growth.
Not sure where you need support? We’re here to help. Our industry experts will conduct a detailed finance, accounting or HR diagnostic to get a detailed understanding of your needs. Once we’ve identified key areas for improvement, we’ll match you with the right-sized fractional support.
Finance and Accounting Diagnostic
We’ll perform a functional mapping of your finance operations, payroll, sales, and resource planning. Through deep analysis, we’ll uncover gaps, identify opportunities, and set a strong foundation for informed decision-making.
Our solutions.
- Actionable plans on how to effectively reach reporting goals
- How to scale finance department efficiently and cost-effectively
- Analysis of finance tech stack and its ability to meet the company’s strategic goals
- Assessment of financial statements and reporting accuracy
- Cash flow, profitability, and working capital analysis
- Review of budgeting, forecasting, and financial planning practices
- Evaluation of internal controls and risk exposure
- Benchmarking against industry standards and best practices
Our execution.
A senior member of our fractional finance team leads the diagnostic and works collaboratively with your team to gather insights and assess your performance. Within a defined timeframe, we’ll deliver a detailed findings report, prioritized recommendations, and a roadmap for improvement.
Business Diagnostic
We’ll conduct an executive-level assessment of your business to identify operational inefficiencies, strategic misalignments, and growth constraints. The business diagnostic covers both internal operations and external market dynamics, mapping out a 360° view of your organization’s current state and future potential.
Our solutions.
Internal Business Review
- Evaluation of strategic planning, execution frameworks, and leadership alignment
- Review of organizational structure, role clarity, and decision-making authority
- Operational efficiency analysis across departments (sales, finance, HR, delivery, etc.)
- Assessment of key processes, systems, and technology tools
- Review of financial health, KPIs, and performance metrics
- Culture and talent alignment with strategic goals
External Environment Scan
- Market positioning and value proposition assessment
- Competitive landscape review and industry benchmarking
- Identification of emerging customer needs and behavioral shifts
- Evaluation of economic, technological, and regulatory factors impacting the business
- Risk identification across supply chain, market dynamics, and compliance
Opportunities & Constraints
- Identification of bottlenecks to growth and scale
- Highlighting of strategic risks, blind spots, and missed opportunities
- Prioritization of initiatives based on impact and urgency
Our execution.
A fractional CEO or COO will work closely with your leadership team to evaluate your business from the inside out. Our approach blends strategy and execution, including:
- Discovery: Interviews with key leaders, document review, and operational walkthroughs
- Data Analysis: Review of financials, performance indicators, customer feedback, and market data
- Synthesis: Integration of qualitative insights and quantitative findings
- Delivery: A comprehensive findings report and a clear, prioritized roadmap tailored to your strategic objectives
Our business diagnostic equips your team with actionable insights that encourage clarity, alignment, and sustainable growth.
HR Diagnostic
We’ll conduct a comprehensive assessment of your HR processes to identify current gaps, risks, and opportunities. Through deep analysis, we’ll lay the foundation for a stronger, more strategic people operation.
Our process.
- Review of HR policies, procedures, and compliance
- Assessment of talent management practices (hiring, onboarding, performance, offboarding)
- Evaluation of HR systems, documentation, and record-keeping
- Organizational structure and role clarity review
- Culture, engagement, and DEI insights
Our execution.
A senior fractional HR professional will gain an understanding of your current processes by conducting interviews, reviewing documents, and analysing your systems. The diagnostic will result in a detailed findings report that outlines clear steps to elevate people management in your organization.
Your goals are our goals.
Scale confidently with us by your side.
Our finance specialists work shoulder to shoulder with your team to ensure that our solutions are targeted, strategic and customized to meet your needs. Whether you’re looking for long term support or immediate relief, we always guarantee hands-on, personalized support that truly integrates with your business.
30+
Years of experience
200+
Clients helped
40+
CPAs on our team
We customize our support to meet your market needs.
Industries we serveOur specialized solutions are designed to target unique industry requirements. Whether you’re well established or just starting out – you can always scale your support up or down. We’ll meet you wherever you’re at through every stage of your business growth.
Strategic insights and support that make a true impact.
All ResourcesFrequently asked questions
Get more insight into our services, locations, and how we can support your finance goals.
-
What is a Fractional Finance Team?
A Fractional Finance Team offers businesses flexible, part-time access to financial experts—including CFOs, Controllers, Accountants, Payroll, HR and Bookkeepers. Instead of hiring full-time, you get the right level of support when you need it most.
-
How is this different from hiring internally?
Hiring in-house means full salaries, benefits, and long-term commitments. With a fractional team, you get experienced professionals for a fraction of the cost—scaling hours up or down as your business evolves.
-
What services do you provide?
We build custom support based on your needs. Services include:
- Fractional CFOs for financial strategy, forecasting, and investor relations
- Fractional CEOs and COOs for operational leadership, scaling strategy, and execution
- Controllers for financial oversight, internal controls, and reliable reporting
- Accountants and Bookkeepers for day-to-day entries, reconciliations, and monthly close
- Accounts Receivable & Payable support for billing, collections, and vendor payments
- Financial systems implementation for automation and efficiency
- Payroll support to manage employee compensation and compliance
- HR Advisory and Generalist Support for hiring, compliance, employee relations, and culture
This allows you to build a customized finance team that fits your needs.
-
Who typically uses these services?
Our clients include:
- Startups scaling quickly
- Small-to-midsize businesses ready for next-level financial clarity
- Large organizations for project-based and interim support
- Companies in transition (mergers, funding, leadership changes)
- Business owners needing part-time support but high-level insight
Our team has worked across X industries.
-
How do I know what level of support I need?
We start with a discovery call. We’ll look at your current processes, challenges, and goals. Then we’ll recommend the right mix—whether that’s a CFO for strategic decisions or a Controller to clean up month-end reporting.
-
Do you work with existing staff or systems?
Yes. We integrate with internal teams and existing accountants, payroll providers, or tax advisors. We’re also experienced in over 18 different softwares like QuickBooks, Xero, NetSuite, and more.
-
How is pricing structured?
We create customized pricing based on your business’s needs, scope of work, and preferred level of support. Whether you need a few hours a week or full-function leadership across finance and HR, we’ll build a plan that fits.
-
Is my data safe?
Absolutely. We follow strict data security protocols and work within secure, cloud-based platforms. Confidentiality is part of every engagement.
-
Do you offer project-based or interim support?
Yes. We provide both project-based support and interim coverage. Whether you need help during an audit, support through a system migration, financial clean-up, investor or lender reporting, or leadership transitions—we step in quickly to stabilize and strengthen your finance function. Our team ensures continuity and results, even during complex or high-pressure situations.
