
Strategic & Operational adhoc & dedicated support
Routine operational accounting support for reporting and daily function support
Fractional assistance to build new internal accounting teams for growing business needs, & assistance for investment preparation & strategic story building.
Assessment, talent resourcing & training, process & reporting development, & accounting function roadmapping to bridge for scaling
Assistance with daily, monthly, quarterly, or year end projects & other accounting operations or stategic projects to increase processing or add depth & expertise to existing teams.
Planning & execution to make your accounting teams operate efficiently & effectively.
ERP & systems implementation assistance, including project management & staff enhancement for implementation.
Our Business Strategy Consulting services help small businesses develop a roadmap for growth. We work with you to identify strengths, weaknesses, opportunities, and threats, and create a tailored plan to achieve your business goals.
Assist in diligence review to flag operational issues & warning signs during acquisitions.
FP&A Support & Analysis
Assistance in recruiting, evaluating team & structure, & training new or existing team members for development & retention.

1. Schedule a Call: BOOK A CALL HERE (Add LInk Here)
We’ll discuss your business, challenges, and goals to see if you’re a fit for the Tool Shed Mastermind or our other support services.
2. Diligence Process
Start learning and implementing strategies with other business owners through our structured training, coaching, and collaboration.
3. We would work through the actual engagement
Put your systems in place, streamline operations, and grow your business with a clear plan and ongoing expert support.
✅ Whether you need high-level strategy, practical tools, or a supportive network — we've got you covered.
We offer a range of accounting and operations consulting & advisory services including reporting, accounting system implementations & optimization, strategic planning, M&A support, post-acquisition integrations, process improvement, internal controls assessment, long-term & short-term project support, audit support, and interim & fractional CFO/Controller services. Our specialty is full accounting and operational reorganizations and transformations, especially in high-growth or distressed/turnaround companies.
We have deep expertise across various industries including technology, SaaS, construction, real estate & development, health & wellness, Aerospace & Defense, construction, retail & wholesale consumer goods, restarestaurants, renewables, business & professional services, hospitality, education, non-profits, and many more.
Both. We can partner with clients for short-term or long-term support or engage on a project basis depending on your needs.
Absolutely. We specialize in the full ERP implementation process, including selection, project management, BRD process, configuration, implementation/integration, testing, training, and administrative support post go-live, ensuring minimal disruption to your business.
Yes, we provide outsourced accounting solutions, interim, and fractional leadership roles such as CFO or Controller to support growing businesses.
Yes, we train current teams in core processes, tasks, and high-performance team development. We can also evaluate current teams and provide gap analysis or structure recommendations and talent needs identification to fill any gaps.
We assess and streamline processes across finance, accounting, and operations to reduce inefficiencies, improve reporting, and support scaling efforts. We work across operational functions for accounting adjacencies to identify the root cause of financial stress across the organizations. We help the organization refine processes, increase visibility for business decisions, and stabilize core functions for growth.
Yes, we provide due diligence support, integration planning & strategy, and post-acquisition accounting and operational support.
Definitely. We assist in building customized budgeting and forecasting models aligned with your strategic goals and aid in the budgeting process including variance tracking and analysis post budget season.
We begin with a discovery session to understand your goals, assess current operations, and recommend a tailored action plan.
Fees are based on the scope and complexity of the engagement. We offer hourly, project-based, ad-hoc, and retainer pricing models.
Yes, we prioritize continuity and relationship-building by assigning a lead consultant who remains your main point of contact.
We work with both. From early-stage startups needing infrastructure to mature companies seeking transformation or restructuring, we tailor our services accordingly.
Yes, we serve clients across the U.S. and can work entirely remotely or in a hybrid/on-site capacity if needed.
Northridge, California 91324
(747) 977-9922

9250 Reseda BLVD Suite 16 PMB 1043 , NorthRidge CA 91325
(747) 977-9922
Email Inquiries: [email protected]
Media Inquiries Only go to [email protected]