What’s needed from a COO, CFO or PMO varies greatly between companies.
With experience in big company processes and using the Entrepreneurial Operating System (EOS) within smaller ones, we’re comfortable establishing process, but only when process is actually needed.
We provide solutions for whatever problem you need to solve, not sitting in silos of finance, sales or operations. While we separate our services below by work area, our engagements are driven by the needs of our clients, not fitting into a specific category.
Fractional COO Services
New company or transformed entity setup
Annual and quarterly meeting leadership and planning, connecting vision to plan to results
Cross-company KPI dashboard setup and tracking
Sales and marketing initiative goal-setting and tracking
Company operations planning and execution, including HR, Insurance, and Ops Software
Fractional CFO Services
Books setup and forecasting
Cash flow and liquidity planning
Day-to-day accounting management or oversight of staff: payroll, invoicing, bill pay and expense execution
New hire vetting and training
Project Management Office
New software selection and implementation
Customer insights and stratification
New business integration
Product management with software integration
Merchandise planning and inventory and eCommerce planning insights
