Reviewed by Julio Cañas ·
We guide your team
Financial Consulting
We teach you to fly and we're your control tower. You lead, we guide.
A program where we guide your team to lead the finances: financial committees, dashboards and governance, so the decisions become yours.
Our clients
Some of the businesses that already trust us
Who it's for
For business owners from $1MM with a growing team that should lead the finances with criteria, not just delegate them.
Financial consulting is hands-on: instead of running your finances for you or just handing over advice, we guide your team to lead them. Over a defined engagement we build the committees, dashboards and decision criteria into your operation, so the judgment, and the control, end up in your hands, not ours.
- You can read your numbers, but you're not sure how to act on them.
- Your team is growing and you need committees, dashboards and governance, not just a monthly close.
- You want to make the financial decisions yourself, with criteria, not outsource every call.
- You're scaling and need a plan to lead the finances, not just keep up with them.
What changes for you
You lead, with criteria
You stop depending on someone else for every financial decision. We build the judgment so the calls become yours.
Structure that scales
Financial committees, dashboards, SOPs and governance, so your finance function grows with the business instead of breaking under it.
Senior guidance, your hands on the controls
We guide and challenge, you execute and own it. The system stays with you when the engagement ends.
What's included
What the program puts in place:
- A 6 to 12 month program, structured in three phases: Foundation, Direction and Protection.
- FintelOS™ implementation: dashboards, financial committees, SOPs and governance.
- Monthly working sessions with senior guidance, more frequent at the start.
- Financial committees set up and run with you, until your team can lead them.
- Projections, KPIs and decision frameworks built into your operation.
- A direct line with your team between sessions.
Our method
We guide your team across the 9 Financial Pillars™
The same proprietary system our CFOs use to direct finances, but here we guide your team to lead it. Organized in three levels, so your decisions rest on structure, not intuition.
Foundation
Real liquidity, sustainable margins and healthy capital. The base that keeps the business standing.
Protection
Risk, controls and compliance in order, so you can protect what you've built as you grow.
Growth
Proactive tax planning and data-driven decisions, so you steer capital toward your goals.
How it works
We build it with you, then you take the controls
We diagnose
We map your numbers, processes and goals, and design the plan for how your team will lead the finances.
We build it with you
Month to month we install FintelOS™, set up the committees and dashboards, and run them with your team until the rhythm sticks.
You take the controls
Your team reads the numbers, runs the committees and makes the calls, with the system we built together still in place.
Not sure this is the right move for your business?Start with a conversation.
FAQ
Questions owners ask
Not sure if this is your level?
Start with a conversation. We'll tell you exactly where your business stands and which door fits.
Service investmentStarting at $2,000/mo
No obligation. We'll tell you exactly where your business stands.