Strategic financial leadership without the full-time cost. Get complete accounting department management, strategic planning, and executive coaching to drive your business growth.
Transform your business with data-driven strategic planning and comprehensive financial forecasting that guides your growth decisions.
Without a strategic financial plan, you're navigating your business blindfolded. Here's what comprehensive planning delivers:
See 12-36 months ahead with confidence, not guesswork
Make data-driven choices aligned with your long-term vision
Identify potential problems before they become crises
Scale strategically with resources aligned to opportunities
We follow a proven 5-phase methodology that transforms your financial data into actionable strategic insights.
We start by understanding your business model, competitive landscape, and strategic objectives. This includes a comprehensive review of historical financials, current operations, and market positioning.
We build driver-based financial models that connect your operational metrics to financial outcomes. This allows us to test different scenarios and understand the financial impact of strategic decisions.
We translate financial insights into a clear strategic roadmap with prioritized initiatives, resource requirements, and expected ROI. This becomes your blueprint for growth.
We establish the metrics that matter—both leading and lagging indicators that provide early warning signals and track progress toward your strategic objectives.
Strategic planning isn't "set it and forget it." We continuously monitor performance, update forecasts based on actual results, and refine the plan as market conditions change.
Choose from our Silver, Gold, and Platinum plans with driver-based models and up to 3-year forecasting capabilities.
Essential Planning
Advanced Planning
Strategic Excellence
A $5M manufacturing company was growing but constantly running into cash flow problems. They had a basic budget but no strategic forecast to anticipate resource needs.
We implemented our Gold Plan with 18-month rolling forecasts, driver-based modeling tied to production schedules, and weekly cash flow projections.
Moving from SMART goals to Dynamic OKRs is like upgrading from a paper map to live GPS. A paper map tells you exactly where to go based on where you were when it was printed; live GPS recalculates your route in real-time based on traffic, road closures, and your ultimate destination.
In 2026, where market conditions shift monthly, the "set it and forget it" nature of SMART goals can actually become a liability.
Moving your team from SMART to OKRs isn't just a formatting change—it's a cultural shift. Here's how we guide you through the transition:
SMART goals often bury the "why" inside the "what." We help you extract the big-picture change behind each goal.
Key Results are the metrics that prove you're meeting your Objective. We transform tasks into measurable results.
This is the hardest but most important part. SMART goals tied to bonuses cause employees to set "safe" goals.
SMART goals often die in a drawer. Dynamic OKRs live in the "Weekly Retro" where teams stay agile.
"Hire 3 new project managers by June 30th to handle increased workload."
Objective: Build a "Self-Managing" Project Engine
If the market shifts and you don't need 3 new hires, the OKR allows the team to pivot—maybe they realize they can hit the "Efficiency" and "Budget" targets by upgrading their software instead of hiring. The goal stays the same; the tactics adapt.
Complete oversight and management of your entire accounting function with executive-level leadership, strategic guidance, and operational excellence.
Managing an internal accounting department is expensive and complex. Here's what full outsourced management delivers:
Save 40-60% compared to hiring a full-time Controller + staff
Access to experienced accounting leaders without recruiting hassles
Scale resources up or down based on business needs and seasonality
No disruption from employee turnover, vacations, or sick leave
We don't just take over—we transform. Our proven methodology ensures a smooth transition and continuous improvement.
We begin with a comprehensive 30-day assessment of your current accounting operations, identifying strengths, weaknesses, and opportunities for improvement. This includes process documentation, controls review, and technology evaluation.
We create a detailed transition plan that ensures continuity of operations while implementing improvements. This includes staff onboarding, communication protocols, and clear timelines for each phase of the transition.
We streamline workflows, eliminate redundancies, and implement best-in-class processes. This includes documenting procedures, creating templates, and establishing clear protocols for each accounting function.
We establish robust internal controls to protect your assets and ensure compliance with accounting standards, tax regulations, and industry requirements. This includes segregation of duties, approval workflows, and audit trails.
Accounting department management isn't static. We continuously monitor performance metrics, identify improvement opportunities, and adapt processes as your business evolves. Regular performance reviews ensure your team stays efficient and engaged.
Choose the level of management support that matches your organization's size and complexity.
Admin Only Teams
For Growing Teams (2-5 Staff)
For Large Teams (6+ Staff)
A $10M technology services company had a 5-person accounting department with high turnover, inconsistent processes, and mounting audit issues. The owner spent 15+ hours per week managing accounting problems.
We implemented our Professional tier management package, bringing in an experienced controller to lead the team, redesigning all processes, and establishing proper controls and documentation.
Get C-level financial expertise without the full-time cost. Transform your business with strategic CFO guidance.
"The reputation of Innovation's Founder proceeded its inception. Kimberly has always been exceptional - with her knowledge, skills, communications and the way she take's ownership of our company's books - always making valuable suggestions for simple changes we can make to improve cash flow and profitability. I recommend her services to any small business that wants to create a profitable business and an exit strategy."
Ready to experience the same level of strategic financial leadership?