Engagement Models
Three ways to engage.
From a focused 30-day sprint to ongoing fractional CFO leadership—each engagement starts with execution, not slideware.
0130 Days
AI Sprint
Diagnose bottlenecks, identify the highest-ROI AI plays, and ship a 90-day roadmap.
- AI readiness score across 12 dimensions
- Ranked map of automation opportunities
- 3 quick-win prototypes built and demoed
- 30-day cash flow action plan
02Ongoing
Operational Advisory
Quarterly partnership to deploy AI, modernize finance ops, and improve margin month over month.
- Back-office automation deployment
- Custom dashboards on real KPIs
- SOPs and accountability systems
- Budgeting and margin improvement program
03Annual
Executive Partner
Fractional CFO leadership and end-to-end transformation program ownership.
- Fractional CFO leadership
- Multi-year capital and ops strategy
- Organizational design and capability mapping
- Board and lender representation