Consulting Packages
Finance Strategy Essentials
Ideal for Small and Mid-size Businesses (SMBs) needing senior finance guidance but not a full-time CFO.
Monthly financial process audit
Review of accounting structure, reporting cadence (month end procedures), & cash flow management
Recommendations for ERP selection or integration strategy
KPI dashboard setup in Excel/Power BI
Operational Finance Optimization
Ideal for Companies undergoing ERP upgrades or struggling with insufficient financial processes.
Implementation/planning for process automation or ERP rollout support (including Oracle, Cargowise, InforLN)
Deep-dive analysis of AR/AP/GL, FX exposure, and compliance risks
Profitability model development (job, shipment, or service line)
Coordination with cross-border or shared service teams
Training & process documentation
Global Finance Transformation & Strategy Partner
Ideal for SMBs scaling regionally or globally who need executive-level finance strategy.
End-to-end treasury optimization (FX, ACH/wires, bank structures)
Oversight of ERP deployment, treasury structure, or shared services
Development of compliance frameworks and internal controls
Customized financial reporting (OneStream/Power BI dashboards)
Executive advisory to C-suite