Who We Work With
IndustriesWe Serve
Financial complexity looks different in every sector. We bring deep, industry-specific experience to every engagement — so our advice is grounded in the realities of your business, not generic best practices.
Manufacturing & Distribution
Manufacturers, distributors, logistics companies, supply chain businesses
Inventory management, cost of goods, and working capital cycles define financial performance in manufacturing and distribution. We build the costing models, inventory controls, and cash flow systems that give operators real visibility into margin and liquidity.
Key Focus Areas
- Cost of goods and gross margin analysis
- Inventory and working capital optimization
- Supply chain cost modeling
- Capital expenditure planning
Real Estate, Property Management & Investments
Real estate investors, property management companies, developers, real estate investment firms
Real estate and property management businesses require financial leadership that understands the full investment lifecycle — from acquisition and development through ongoing operations and disposition. We provide CFO services to real estate investors, property management companies, and investment firms seeking greater financial clarity, stronger reporting, and more disciplined capital management. Whether you are managing a growing portfolio, raising capital for a new acquisition, or building the financial infrastructure to scale your property management operations, we bring the strategic and operational finance expertise to support your goals.
Key Focus Areas
- Portfolio-level financial reporting and consolidation
- Property-level cash flow and NOI analysis
- Capital raise and lender reporting support
- Acquisition underwriting and pro forma modeling
- Property management operational finance
Consumer & Retail
Consumer brands, e-commerce businesses, retail operators, food & beverage
Consumer businesses live and die by unit economics, inventory turns, and channel profitability. We help consumer and retail companies build the financial models and reporting frameworks that drive smarter decisions about product, channel, and growth investment.
Key Focus Areas
- Unit economics and contribution margin
- Inventory planning and turn analysis
- Channel profitability (DTC, wholesale, retail)
- Seasonal cash flow management
Small & Early-Stage Businesses
Startups, newly formed businesses, early-growth companies, founder-led businesses
The early stages of building a business are when strong financial foundations create the greatest advantage. We work with small and newly formed businesses to put the right systems, disciplines, and strategic thinking in place from the start. From establishing your chart of accounts and financial reporting to building your first budget, managing early cash flow, and preparing for your first outside capital raise, we provide the CFO-level guidance that gives early-stage businesses a meaningful edge. Our goal is to help you build the financial credibility that attracts capital and partners, and create the clarity that lets you focus on what you do best — building your business.
Key Focus Areas
- Financial foundation setup and chart of accounts
- Early-stage cash flow management and runway planning
- First budget and financial model development
- Preparation for bank financing or investor conversations
- KPI framework for early-stage growth tracking
Don't See Your Sector?
We work with businesses across many industries.
If your sector is not listed above, reach out. Our financial expertise translates across business models — we are happy to discuss how we can help.