For fractional CFOs, accounting firms and SBA lenders whose clients need a less manual reporting process. We complement your expertise with systems integration and reporting automation.
Referrals
With the client’s permission, make an introduction and share the reporting bottleneck. We start with a free discovery call to confirm fit. A full reporting process audit is a separate paid engagement. Technical scope and communication ownership are agreed before work begins; no referral fee or commercial arrangement is assumed.
Co-delivery
You retain financial interpretation and approval. We handle agreed data connections, reporting-suite construction and workflow monitoring. Access, confidentiality, client communication and ongoing responsibilities are documented before work begins.
For SBA lenders
Help borrowers establish a repeatable submission process around the requirements you provide. Borrowers and their financial advisers remain responsible for the accuracy of submissions and interpretation of loan agreements.
Start with a free discovery call to discuss your reporting requirements and fit. A full reporting process audit is a separate paid engagement. Implementation and ongoing support are scoped separately.
Book a free discovery call