Who we serve
Industries We Serve
CFO-level financial leadership shaped to how your industry operates: private clubs, hospitality, community associations, senior living, and owner-led businesses.
Hospitality
CFO leadership for resorts, boutique hotels, and hospitality groups where departmental margin and seasonality drive the numbers.
- A profit report for each part of the business
- Labor cost planning and staffing numbers
- A 13-week cash plan and big-project timing
Private Clubs
Board-grade reporting, dues and capital modeling, and USFRC-fluent finance for country, city, and yacht clubs.
- Board and finance committee reports
- Planning for dues, big projects, and membership
- Club audit support and industry standards
Restaurants
Prime cost discipline, unit-level P&Ls, and 13-week cash visibility for multi-unit operators and restaurant groups.
- Food and labor cost control, by location
- A profit report and simple dashboard per store
- A 13-week cash plan
Hotels & Resorts
ADR, RevPAR, and flow-through analysis with owner- and lender-ready reporting for independent and branded properties.
- Room rate, income per room, and profit reports
- A close look at rooms, food service, and spa
- Reports for owners and lenders
HOAs & Condo Associations
Reserve funding strategy, assessment alternatives, and treasurer support for condo and community associations.
- Savings plans and other ways to pay for repairs
- Treasurer support and money basics for the board
- Yearly budget and long-term repair planning
Assisted & Senior Living
Census forecasting, care-fee capture, and labor modeling for assisted living, independent living, and memory care.
- Planning how full you'll be and income per resident
- Making sure care fees get billed and collected
- Staffing plans by department and shift
Small & Mid-Sized Business
Cash flow modeling, KPI design, and executive financial guidance for owner-led companies ready to scale.
- Cash planning and a 13-week cash view
- Picking key numbers and building your reports
- Budgets and what-if planning
Elective Medical
Margin and overhead discipline for med spas, dental, and orthodontic practices, including DSO exit readiness.
- Profit by treatment type
- Provider pay and production numbers
- Splitting out costs and finding your break-even point
Not sure which fits? Start a conversation and we'll tell you honestly whether we're the right fit.