Our Services
Senior financial expertise, precisely scoped.
We work alongside leadership teams to deliver the financial clarity and operational discipline that drives long-term value — without the overhead of a full-time hire.
Fractional CFO
Senior leadership. Fractional cost.
AlliedHelm's fractional CFO service gives you a seasoned financial executive embedded in your team — attending leadership meetings, owning the financial narrative, and serving as a true strategic partner to the CEO.
What's included
- Monthly and quarterly financial reporting
- Cash flow management and forecasting
- Board and investor reporting packages
- Banking and lender relationship management
- Finance team leadership and development
Financial Operations
Controls, reporting, and visibility.
We build and optimize the financial infrastructure that growing companies need — from accounting processes and internal controls to dashboards and KPI frameworks that give leadership a clear, real-time picture.
What's included
- Accounting process design and cleanup
- KPI dashboards and management reporting
- Internal controls and audit readiness
- ERP and financial system implementation
- Budget-to-actual variance analysis
M&A Advisory
Transaction support from diligence to close.
Whether you're buying, selling, or raising capital, AlliedHelm provides the financial leadership to navigate the transaction — protecting your interests, managing the process, and ensuring the numbers tell the right story.
What's included
- Buy-side and sell-side financial due diligence
- Quality of earnings analysis
- Deal structuring and negotiation support
- Integration planning and execution
- Capital raise preparation and lender outreach
Strategic Planning
Financial narratives that drive decisions.
We translate business strategy into financial models — annual plans, multi-year forecasts, and scenario analyses that give leadership the confidence to make bold decisions and communicate them clearly to boards and investors.
What's included
- Annual operating plan development
- Three-to-five year financial modeling
- Scenario and sensitivity analysis
- Board presentation preparation
- Strategic initiative financial modeling
Not sure which service fits your situation?
Most engagements start with a single conversation. We'll help you identify where the highest-leverage opportunity is.