For a go-to-market agency, we streamlined their financial operations by assisting with invoicing, collections, and scenario planning. Our regular check-ins helped them stay on track with growth goals and quickly address roadblocks. This partnership alleviates financial stress, freeing them up to prioritize serving their clients and developing their strategic vision.

We helped a multi-location coworking space gain confidence in their financials by establishing robust controls and building a comprehensive cash flow forecast. Our coaching empowered their business manager to effectively communicate with the board and finance committee, allowing them to focus on critical fundraising and operational efficiencies rather than worrying about their numbers.

We support a consulting company by monitoring expenses for reimburseables and handling invoicing to improve turnaround times and cash flow. Our follow-ups on past-due invoices ensured they can dedicate their full attention to serving their customers.