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Services

Customized financial management and strategic advisory solutions

Financial Advisory

CFO Audit

CFO Audit

Rapid review of your financial statements, and an evaluation of your financial governance practises, people, and systems, in order to provide a report with opportunities for improvement in the context of business strategy. (A typical engagement lasts 2-4 weeks)

CFO Advisory

CFO Advisory

Acting as a sounding board for all financial decisions. Best for businesses that require flexible, senior-level advice and support for the CEO to make strategic business decisions, or to coach their Controller on finance initiatives. (A typical commitment is 1-4 hours per week.)

CFO Transactional Execution

CFO Transactional Execution

On-demand executive finance and strategic minds. Best for businesses that require flexible, senior-level support for a key strategic initiative, either short-term or long-term. Best suited for companies seeking a strong financial hand in fundraising (debt/equity), overseeing business transformation, market expansion, sale preparation, merger, or acquisition, and achieving the best possible results. (Typical engagement: depends on transaction)

Business Solutions

Unleashing your business potential by providing customized financial advisory.

Strategic Financial Planning

Gain strategic clarity, guidance, and expertise to make impactful hiring, pricing, and investment decisions while increasing the value of your company.

Financial Reporting & Analytics

Accurate financial statements are critical, but with our CFO services, you’ll also get actionable, big-picture financial and operational insights that you can confidently present to the board.

Forecasting & Budgeting

Create and maintain dependable, detailed financial models, as well as a tracking system for financial and operational KPIs, so that you can make informed operational decisions.

Chartered Financial Analyst (CFA) Exam Preparation

Being a CFA charter-holder, I understand the effort and hard work that goes into getting those coveted three letters. I am passionate about education will work for you to ensure that you succeed, the first time!

GROUND-UP PHILOSPHY

GROUND-UP PHILOSPHY

Concepts are explained from the ground-up with real life examples so that the candidates develop a solid understanding of material to handle both qualitative and quantitative portions on the CFA exam.

EFFECTIVE INSTRUCTION

EFFECTIVE INSTRUCTION

Are things a little foggy for you? We clear the fog and show you the sweet spot for studying.

SUPERIOR SUPPORT

SUPERIOR SUPPORT

We are accessible 24/7/365 to help resolve your questions. We are willing to roll up our sleeves and work for you!

ONE FEE-TILL-YOU-PASS

ONE FEE-TILL-YOU-PASS

Candidates will only have to pay the course fee once. Therefore, should a candidate have to re-enroll for that same Level CFA prep program, it would be done at no cost.

Global clients around the world

12+
Years of global FP&A experience
$3bn+
Budgets managed
98%
Customer Satisfaction

As a highly accomplished finance and accounting professional, I bring over a decade of global experience across a myriad of industries and business models.

Schedule a Free consultation.

We will get back to your as soon as possible.

Financial management expertise to help you solve your biggest challenges!

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