Stacked for Growth: Talent and Strategy for Finance & Digital Transformation

Our Services

  • Modern finance isn’t just about accuracy—it’s about agility. We help organizations move faster, see clearer, and operate leaner with smarter financial infrastructure.

    Our Capabilities:

    • Interim & Fractional Finance Talent
      CFOs, controllers, and FP&A leaders to steady the ship or scale the team

    • Financial Operations Optimization
      Streamline reporting, increase visibility, and connect finance to business strategy

    • M&A and Change Support
      Navigate integrations, carve-outs, and scaling moments with financial clarity

  • Technology only works when it aligns to real business goals. We bring the strategy and system design needed to unlock productivity, visibility, and automation.

    Our Capabilities:

    • Transformation Roadmaps
      Align tech investment with business value through phased, pragmatic plans

    • Automation & System Integration
      Eliminate silos with RPA, SaaS optimization, and no-code solutions

    • Tech Stack Rationalization
      Audit and refine martech, fintech, and operational platforms for cost and cohesion

  • Transformation is more than tools and processes—it’s people. We prepare teams to absorb change, adopt new systems, and perform at their best.

    Our Capabilities:

    • Change Management & Comms
      Drive adoption with internal rollout plans, messaging, and stakeholder alignment

    • Org Design & Role Clarity
      Structure teams for scale, reduce ambiguity, and design smarter accountability

    • Process Mapping & SOPs
      Document and standardize workflows to reduce dependency and improve execution

    • Training & Enablement
      Build digital confidence, workflow fluency, and role readiness through workshops and tools

  • AI and automation unlock new levels of operational efficiency when aligned with clear business objectives. We deliver strategic frameworks and system implementations that transform processes and enable smarter decision-making.

    Our Capabilities:

    • Automation Strategy & Roadmaps
      Define actionable AI and automation plans that prioritize impact and scalability

    • Intelligent Automation Deployment
      Implement RPA, machine learning, and AI-driven workflows to reduce errors and cycle times

    • Platform & Tool Optimization
      Evaluate and integrate automation tools for seamless operation and maximum ROI

Agile by Design. Driven by Outcome.

  • Plug-In Speed

    We move fast—often deploying talent or advisory support in days, not weeks. Our clients don’t wait for long decks or steep onboarding curves. We get in, get aligned, and get started.

  • Strategic Fit

    We don’t believe in one-size-fits-all. Every engagement is tailored to your size, urgency, internal capacity, and stage of transformation. Whether you need a fractional CFO, a systems lead, or a team to drive adoption—we scope with intention.

  • Execution Without Ego

    We’re not here to outshine your team. We work shoulder to shoulder with your leaders and staff, building momentum behind the scenes while elevating internal voices. Our goal is to leave you stronger, not dependent.

  • Right Sized & Flexible

    We offer multiple engagement models to fit your business rhythm from fractional leadership to specialized teams and ongoing retainer support.

Current & Previous Clients

SamsClub

Plymouth Rock Assurance

Aditi Consulting

OneTeam Partners

IFLScience

Samsung

Brunswick

Whirlpool

Contact us.