Retailers need to measure and monitor almost every aspect of their performance, including initial markup, maintained markup, contribution margin and same-store sales. Profitability management at all organizational levels is key for business success.

Having a firm grasp of all the pieces is critical to profit, which is why many retail companies can benefit from CFO-level support.

When you partner with us, you’ll receive CFO solutions and services to manage your projects and business more efficiently. Your dedicated CFO will examine and evaluate your current systems, while helping you streamline your critical reporting and monitoring functions, giving you the flexibility to focus on other aspects of your business.

Find out how we can add value to your business. Contact us today to set up your strategy session at no cost.


Who We Serve

Construction / Development

In the construction and development business, spending your time on essential business areas— estimating and bidding, project execution, and project tracking—is imperative to your success.


Relying on demand projections is a very poor substitute for a single, complete, and up-to-date picture of actual demand, which can prove costly.


Understanding all the components of a product’s bill of materials is critical for manufacturing organizations, and key to their overall profitability.


For many nonprofits, success depends on following specified guidelines while documenting all processes and procedures.

Service Companies

Having the proper balance in sales, operations, and administration is what drives successful service companies.