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