Core
Financial Operations
Reliable visibility. Better rhythm. Every month.
- Monthly reporting support
- Cash-flow visibility
- Close coordination
- Management reporting packages
- Financial process organization
Core • Elevate • Strategic
The Right Level of Support
Start with the level that fits your organization today, then scale as your financial questions, growth plans, and leadership needs evolve.
Elevate
Controller Advisory
Better processes. Better visibility. Greater control.
- Everything in Core
- Controller-level oversight
- Enhanced reporting and close management
- Financial analysis
- Financial workflows, controls and process improvement
Strategic
CFO & Advisory
Financial insight and operational leadership for better decisions.
- Everything in Elevate
- Budgeting, forecasting and cash-flow planning
- KPI development and operational analysis
- Executive and board reporting
- ERP and system selection, implementation and conversion
- Acquisition and de novo financial integration
Project Advisory
Focused help for moments that require extra lift.
CDP can support defined initiatives that call for financial structure, experienced judgment, and practical execution support.
- Board reporting packages and leadership dashboards
- KPI design and performance visibility
- Cash-flow planning and forecasting support
- Accounts payable and/or payroll support
- Financial readiness reviews
- System selection and implementation support
- Major process transitions and acquisition integration
How Engagements Work
A practical advisory process.
Every engagement is shaped around the organization's current needs, leadership priorities, and the decisions the financial information needs to support.
Assess
Clarify current reporting, leadership needs, decision gaps, and process constraints.
Prioritize
Identify the work that will create the strongest improvement in clarity and control.
Advise
Provide senior financial guidance, reporting structure, and actionable recommendations.
Support
Stay engaged through recurring advisory rhythms or defined project milestones.