Who we serve
Industries We Serve
CFO-level financial leadership shaped to the way your industry actually 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.
- Departmental P&Ls and flow-through analysis
- Labor cost modeling and productivity metrics
- 13-week cash flow and capex pacing
Private Clubs
Board-grade reporting, dues and capital modeling, and USFRC-fluent finance for country, city, and yacht clubs.
- Board and finance committee reporting
- Dues, capital, and membership modeling
- USFRC and club-industry audit support
Restaurants
Prime cost discipline, unit-level P&Ls, and 13-week cash visibility for multi-unit operators and restaurant groups.
- Prime cost and COGS discipline by location
- Unit-level P&Ls and manager dashboards
- 13-week cash flow forecasting
Hotels & Resorts
ADR, RevPAR, and flow-through analysis with owner- and lender-ready reporting for independent and branded properties.
- ADR, RevPAR, and GOP flow-through reporting
- Rooms, F&B, and spa departmental analysis
- Owner and lender reporting packages
HOAs & Condo Associations
Reserve funding strategy, assessment alternatives, and treasurer support for condo and community associations.
- Reserve funding strategy and assessment alternatives
- Treasurer support and board financial education
- Annual budget and long-range capital planning
Assisted & Senior Living
Census forecasting, care-fee capture, and labor modeling for assisted living, independent living, and memory care.
- Census forecasting and revenue-per-resident tracking
- Care-fee capture and billing reconciliation
- Labor modeling 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 flow modeling and 13-week forecasting
- KPI design and management reporting
- Budgeting and scenario planning
Elective Medical
Margin and overhead discipline for med spas, dental, and orthodontic practices, including DSO exit readiness.
- Treatment-line profitability and margin analysis
- Provider compensation and production metrics
- Overhead allocation and break-even modeling
Not sure which fits? Start a conversation and we'll tell you honestly whether we're the right fit.