How We Build Finance Infrastructure That Actually Gets Used.
Most finance infrastructure projects fail not because of the technology — but because of how the implementation was run. We follow a structured process built for operators who can't afford disruption and won't tolerate a system that doesn't work on Day 1.
We Implement. We Don't Just Advise.
The lower middle market is full of consultants who will tell you what your finance infrastructure should look like. We're different: we design it, build it, go live with you, and operate it going forward.
That distinction matters because advice without implementation accountability produces beautiful slide decks and disappointing outcomes. We're accountable for the close timeline, the reporting quality, and the operational performance of the systems we deploy.
Every engagement follows the same structured 4-phase process — regardless of scope. The process is why our implementations go live on schedule and why our systems get used, not abandoned six months in.
We move fast without breaking the financial infrastructure you already depend on. That means careful assessment first, architecture design before any configuration, and parallel testing before go-live.
The 4-Phase Implementation Process
Every engagement — whether a Sage Intacct implementation, a Power BI build-out, or a fractional CFO engagement — follows this same process. It's not flexible because flexibility is how implementations go sideways.
Infrastructure Assessment
Before we recommend anything, we assess what you have. That means reviewing your current ERP, chart of accounts, entity structure, integration architecture, reporting stack, and close process. We document the current state in detail — because you can't design the future state without an honest view of today.
Systems Architecture
Architecture before configuration. We design the entity structure, chart of accounts, dimension framework, and integration architecture before touching your systems. You review and approve the architecture before we build. No surprises at go-live.
Automation & Reporting Build-Out
With the architecture approved, we build. Sage Intacct configuration, data migration, integration testing, Power BI dashboard development, and Power Automate workflow implementation. We run a parallel close before go-live — so you see the new system produce real results before switching over.
Operate & Optimize
Go-live is not the end. We support the first several close cycles, monitor system performance, and optimize based on real usage. Ongoing retainer clients get continuous improvement, monthly close support, and reporting optimization as the business evolves.
How We Engage
The same methodology, structured into the engagement model that fits your situation.
Project
Defined scope, fixed timeline, clear deliverables. Implementation of a specific system, build-out of a reporting infrastructure, or a 100-day acquisition integration.
Retainer
Ongoing fractional CFO or finance operations support at a defined monthly cadence. Continuous close support, reporting optimization, and financial leadership available when you need it.
Embedded Fractional
Part-time embedded CFO with dedicated weekly hours. Attends leadership meetings, board presentations, and lender calls. Full CFO function without the full-time hire.
See the Process In Action
The Finance Infrastructure Assessment is Phase 1 of our process — available at no cost. 45 minutes. A structured diagnostic of your current infrastructure and a clear view of what an institutional-grade system would deliver.
45 minutes. No obligation. No sales pitch.