Boards approve what they can understand.
We give executive teams and boards senior finance judgment on a monthly cadence, without the cost of a full-time CFO.
THE PROBLEM
Finance leadership and board reporting
A finance committee that receives a 40-tab workbook the night before a meeting will defer the decision. A committee that receives a two-page brief with the options, the cash impact and a recommendation will usually decide.
We build the budgets, the monthly reviews and the policies behind those briefs. We work alongside your staff and your auditors and put accountability where it belongs.
THE WORK
What an engagement can include.
Scope is set in writing before we start. Most clients begin with one piece and add others once the first one proves out.
- Operating and capital budgets through board approval
- Monthly cash needs and operating reviews
- Board decision briefs and scenario analysis
- Procurement, capitalization and endowment policies
- Payroll and contractor analysis
- Staff accounting support and the schedules your auditors request
- Practice build for new healthcare practices - payer setup, billing, EHR and books
- Monthly management reporting and dashboards for owner-led businesses
Budgets and reviews are management tools. They do not replace an independent audit or your tax preparer.
HOW IT RUNS
Four steps, in writing.
Listen
We start with the decisions in front of you and the documents your board already receives.
Build
We build the budget, the review or the policy with your team and test it against the numbers.
Brief
We write the board-ready summary and walk leadership through it before the meeting.
Cadence
We settle into a monthly rhythm so the next question already has a place to land.
PROOF
For a West Texas performing arts venue, we built FY27 operating and capital budgets for the venue and its operating partner. The board approved all of them.