Fractional CFO Services

Strategic financial planning & forecasting
Profitability analysis by channel/branch
Budgeting & capital allocation
Investor & board reporting
M&A preparation and due diligence

Fractional Controller Services

Financial reporting & month-end close
Accounting policy & procedure development
Audit prep & compliance oversight
Cash flow management
Staff training and oversight

Cash Flow & Profitability Insights

Cash Flow Analysis & Optimization
Lock Rate Profitability Reporting
Secondary Market Profitability Review