Who We Serve
Focused advisory for technology companies and South Shore businesses.
Deep technology finance experience. Practical local business support.
We focus on organizations where stronger financial visibility and more connected operations can change day to day decisions.
SaaS and technology companies
For SaaS and technology companies with up to $50 million in annual revenue, we focus on recurring revenue visibility, forecasting, deal desk, billing accuracy, contract complexity, customer retention metrics and lead to cash execution.
Whether finance needs executive reporting, an improved close, or a clearer operating model, the goal is to make growth more predictable and cash outcomes more visible.
Plymouth and South Shore businesses
For local small and midsize businesses, we help owners understand cash needs, margins, payroll and overhead trends, pricing decisions and the financial consequences of growth.
We can provide a senior finance perspective without requiring a full time executive hire, with on site or remote collaboration depending on the engagement.
How an engagement begins
We start with the decisions you need to make, review the information you already have and identify the most useful first improvement. Scope and priorities are tailored to the business.
Book a Free 30-Minute Consultation