You've outgrown your bookkeeper.
You don't need a full-time CFO yet.
Growing SMEs hit a point where the complexity of their finance function exceeds what basic bookkeeping can handle — but the business isn't ready to bring on a dedicated full-time finance leader.
That's the gap this engagement fills. Senior finance leadership — brought in on your terms, scaled to your needs, and delivered directly by a CPA who has operated inside one of the world's largest publicly traded renewable energy companies.
Five capabilities. One engagement.
Finance Oversight
Ongoing finance leadership without the full-time overhead.
- —Cash flow planning & forecasting
- —Close process management
- —Board-ready financial packages
Finance Transformation
For businesses transitioning from fragmented bookkeeping to structured, scalable financial management.
- —Chart of accounts rationalization
- —Consolidation logic & intercompany
- —Reporting redesign & standardization
BI Analytics
Real-time executive visibility across your entities — replacing manual exports with intelligence.
- —Power BI dashboard development
- —Multi-entity consolidated reporting
- —KPI frameworks & data governance
M&A Advisory
Backed by direct transaction experience on a NYSE-listed platform.
- —Sell-side readiness & financial prep
- —NWC baseline establishment
- —Divestiture & integration support
Analytics Enablement
Build your team's capability — so the work outlasts the engagement.
- —Power BI training for finance teams
- —Reporting standards & dashboard governance
- —Knowledge transfer & self-sufficiency handoff
Finance. Transformation. Analytics.
In one person.
Most fractional CFOs bring financial oversight. Most analytics consultants build dashboards. Most transformation advisors redesign processes. Rarely does one engagement bring all three — with the depth to execute each at an institutional level.
This is what nine years inside a complex, multi-entity, NYSE-listed finance function produces: a practitioner who has closed the books, built the consolidation model, redesigned the reporting layer, and advised on live transactions — and can bring that full capability to your business, without coordinating three separate consultants.
Built for growing SMEs.
Multi-entity businesses
Companies operating across multiple legal entities that need consolidated visibility, intercompany management, and reporting infrastructure that actually works.
Businesses preparing for a transaction
SMEs approaching a sale, merger, or acquisition that need their financial house in order — clean statements, NWC baselines, and a finance team that can hold up under diligence.
Companies scaling past their finance function
Businesses whose complexity has outpaced their current bookkeeping or accounting setup and need structured financial management before making a full-time hire.
Tell Majdi about your situation.
No commitment required. Majdi will review your situation and follow up within one business day.
Prefer email? majdi@treehousecpa.com