Our Services
We offer a full lifecycle partnership to solve your most critical financial challenges. Our engagements are tailored to your specific stage of growth, from foundational cleanup to strategic exit preparation.
Our Service Products
Four named, repeatable products with fixed scopes, fixed timelines, and proven outcomes across 15+ PE-backed engagements.
Day-100 Accelerator™
Post-acquisition financial stabilization in 30–45 days. We deploy an embedded team of CPAs, program managers, and data engineers to reconcile books, connect fragmented ERPs, and deliver consolidated board-ready reporting — before the Day-100 board review.
Key Deliverables:
Consolidated Monthly Board Package
Chart of Accounts Crosswalk & COGS Decomposition
Automated Data Pipeline Architecture
Team Transition Playbook & Training
Exit-Ready Audit™
A 10–15 day fixed-fee diagnostic that identifies and fixes the issues that kill deals in diligence — before the buyer's Quality of Earnings team ever sees them. Run this 6–12 months before a planned exit.
Key Deliverables:
Exit Readiness Scorecard (8 Dimensions)
Red Flag Report with Severity Ratings
Diligence Defense Binder (Top 25 QofE Questions)
Enterprise Value Impact Estimate
FinOps Command Center™
Replace manual Excel reporting with automated financial data infrastructure that runs itself. We connect fragmented source systems into a unified pipeline that produces consolidated reports, KPI dashboards, and variance analyses automatically.
Key Deliverables:
Automated Consolidated P&L (Daily/Weekly Refresh)
Driver-Based KPI Dashboard by Business Unit
One-Click Board Package Generation
Variance & Exception Alert System
Operator CFO™
Senior financial leadership embedded in your portfolio company — starting this week, not in 90 days. We bridge leadership gaps with a seasoned finance leader backed by QFi's full specialist bench: CPAs, data engineers, and program managers.
Key Deliverables:
Monthly Board-Ready Financial Package
Covenant Compliance Monitoring & Lender Reporting
Rolling 12-Month Forecast with Scenario Analysis
Finance Team Development & Transition Planning