Finance Services
for Growing Businesses
From FP&A and forecasting to strategic advisory - we provide the finance leadership and automation your business needs to scale.
What We Deliver
Enterprise-grade AI solutions tailored to your existing tech stack.
Financial Planning & Analysis
Driver-based budgets, rolling forecasts, and variance analysis - automated and always current.
Cash Management
Real-time cash visibility, 13-week forecasting, and automated liquidity monitoring.
Strategic Advisory
Board-ready presentations, fundraising support, and M&A financial due diligence.
Financial Reporting
One-click P&L, balance sheet, and cash flow statements with AI-generated insights.
Finance leadership for companies in the gap
The companies that need real FP&A discipline but aren't ready for a full CFO + finance team build-out.
Founder-led, no FT controller
Operating cadence is monthly close + cash forecast. Need controller-level review without the full hire.
Sponsor cadence + audit-readiness
Quarterly board pack, monthly portfolio review, debt covenant compliance. Audit-ready evidence for sponsor diligence.
SOX 404 readiness in flight
First-time SOX, controls walkthroughs, audit committee reporting, technical accounting policy memos.
Consolidation across 3+ entities
Intercompany matching, FX revaluation, CTA tracking, consolidated FP&A across operating subs.
Driver-based modeling, not static workbooks
Five FP&A modules that compose into a coherent operating cadence — board, lender, sponsor, executive team.
13-week cash flow
Driver-based rolling forecast with customer-level AR collection patterns, vendor-level AP timing, payroll/tax obligation timing, capex pipeline, and lender availability — refreshed daily.
Annual budget + rolling forecast
Driver-based revenue model, headcount + comp planning, capex pipeline, OpEx categories. Rolling forecast keeps the budget live throughout the year, not stale by Q2.
Scenario modeling
Five preset scenarios always live: base, downside (top-customer delay), upside (collection acceleration), M&A close, refinance. Sensitivity to any driver is a slider, not a workbook clone.
Variance + flux analysis
Automated variance flagging with controller-grade commentary. Every material variance traces back to the driver that moved.
Board / lender / sponsor pack
One source of truth across stakeholder packs — the same numbers leadership defends in any room. Auto-generated from the live ledger and forecast.
Three ways to bring finance leadership in
Pick by the level of seat ownership you want — fractional, embedded, or platform-driven.
Fractional AI CFO
Senior finance leadership with AI augmentation. Board reporting, cash forecasting, KPI dashboards, automation roadmap.
Learn more →FP&A platform build
Stand up the cash forecast, budget, scenario, and reporting layer on NSPB, Adaptive Planning, or driver-based Excel/Sheets.
See case study →Tool Box AI
Enterprise reporting layer over QBO/Xero with multi-entity, approvals, audit-ready controls — without a six-figure ERP migration.
See the platform →Built by Finance Professionals
Vit Ulitovskiy, MBA
Finance Leader
Vlad Ulitovskiy, MBA, CPA
Accounting Lead
Anatolii Ulitovskyi
Growth Expert
Ready to Get Started?
Book a free 30-minute call. We'll map your current cadence — board, lender, sponsor, exec team — and show where finance leadership pays back fastest.
Book a free call →