Strategic Finance Advisory

Turning clarity into control.

Financial Oversight

What we deliver each month.

Cash Flow Management

  • Monitor AR and AP cycles in real time to prevent payment delays from straining payroll or vendor obligations

  • Forecast short and long-term liquidity to plan reinvestments, hiring, or acquisitions with confidence

  • Adjust working capital strategies as revenue and expenses shift seasonally or operationally

  • Provide leadership dashboards that show cash health at a glance

Margin Tracking

  • Review profitability across services, projects, or clients to catch early signs of compression

  • Recommend pricing adjustments or cost realignments to strengthen margins

  • Measure how staffing decisions directly impact profitability

  • Benchmark monthly results against targets set during the Apex Analysis

Revenue Stability

  • Track churn, retention, and client concentration monthly

  • Flag risks before they materially impact top-line revenue

  • Identify which clients are expanding, contracting, or at risk

  • Build projections that connect client health to financial performance

Performance Execution

Workforce Utilization

Track billable vs. non-billable hours by role and department.

Spot capacity gaps or excess payroll costs in real time.

Provide leadership visibility into productivity across the organization.

Employee Performance

Link payroll spend to revenue outcomes to ensure dollars spent = output delivered.

Provide monthly productivity reviews for key roles or teams.

Highlight areas where training or role realignment could drive output.

Client Delivery Impact

Connect operational performance to retention and satisfaction metrics.

Review which teams or projects consistently meet vs. miss delivery goals.

Forecast how utilization affects client capacity in the months ahead.

Systems & Process Integration

Technology and Tools

  1. Ensure systems adopted during Apex are being fully leveraged

  2. Track ROI on software and tools to confirm efficiency gains

  3. Replace outdated or duplicative processes with scalable solutions

Workflow Automation

  1. Monitor cycle times for core processes like billing, onboarding, and reporting

  2. Spot inefficiencies that creep back into operations over time

  3. Standardize processes to ensure consistent client experience

Increased Clarity

Each month, we provide dashboards that bring finance, operations, and sales into one clear view. This eliminates silos and ensures leadership has a single source of truth for decision-making.

We also facilitate monthly leadership meetings to review progress across both financial and operational metrics. These sessions create space for alignment, accountability, and quick course corrections where needed.