Transform Your Financial Operations into a Strategic Asset

Expert financial leadership and operational excellence for high-growth businesses and startups

what we offer

Limited visibility into cash flow and performance metrics

Gain a comprehensive view of your finances with our processes, ensuring data-driven insights that reveal opportunities and potential risks across every aspect of your operations.

focus on growth

Excessive time spent on financial tasks instead of growth

Reduce tedious financial tasks so you can focus on growth. Our approach streamlines processes, freeing your schedule to pursue innovation and expand your market reach.

what we need

Lack of investor-ready financial documentation

Build investor confidence with prepared financial documents. We organize data, highlight key metrics, and ensure your presentations meet standards for clarity, accuracy, and stakeholder buy-in.

scale operations

Insufficient systems for scaling operations

Equip your business with systems designed to scale. Our solutions integrate seamlessly across departments, reduce inefficiencies, and support growth without sacrificing control or service quality.

Financial Guidance

Need for strategic financial guidance without full-time CFO cost

Access insights without the overhead of a full-time CFO. We provide guidance that aligns with your objectives, mitigates risks, and drives profitability across every stage.

Is Financial Complexity Holding Back Your Growth?

In today's fast-paced business environment, financial operations can make or break your growth trajectory. Many growing businesses struggle with the complexity of managing finances while trying to scale. We understand these challenges and provide the expertise you need to transform your financial function from a burden into a strategic advantage.

Your Complete Financial Operations Partner

We provide comprehensive financial solutions that scale with your business, combining day-to-day excellence with strategic insight for long-term success.

Financial Foundation & Operations

Build a robust financial infrastructure that supports sustainable growth

Full-cycle accounting and bookkeeping

Monthly financial close

Cash flow management

Financial systems optimization

Compliance oversight

Strategic Financial Planning

Transform financial data into actionable growth strategies

Budget development and monitoring

Financial modeling and forecasting

Growth strategy planning

KPI tracking and analysis

Operational efficiency consulting

Investor & Growth Support

Prepare your business for next-level opportunities

Fundraising preparation

Financial due diligence management

Board meeting materials

Investor reporting

Strategic finance advisory

Led by Proven Expertise

Meet Paul Boettcher, CPA - Your Strategic Financial Partner

Paul Boettcher brings over 15 years of hands-on financial leadership experience to every client engagement. As a licensed CPA and former CFO, Paul has built and optimized financial operations across multiple industries, from early-stage startups to public companies. His expertise in implementing financial systems, managing complex accounting operations, and driving strategic growth initiatives provides clients with the insights and leadership needed to scale effectively.

Key Credentials:

Licensed CPA in California

University of Oregon Alumni

Former CFO and Controller

Expert in NetSuite and QuickBooks

Extensive M&A experience

Industry-Specific Expertise for Your Unique Needs

Every industry faces unique financial challenges. Our experience across multiple sectors allows us to provide tailored solutions that address your specific needs.

01

SaaS & Technology

02

Real Estate & Construction

03

Family Office & Investment Firms

04

Manufacturing & Distribution

05

Retail & E-commerce

06

Professional Services

Ready to Transform Your Financial Operations?

Take the first step toward financial clarity and operational excellence.