We partner with companies to bring clarity, alignment, and actionable insights to their most critical challenges. By helping teams better understand their business through financial clarity, we identify the key levers that drive performance and long-term growth.
Our approach goes beyond the numbers. We work seamlessly with your team to uncover opportunities, optimize processes, and build strategies that connect day-to-day operations to your vision for the future. Whether it’s navigating cash flow, refining strategy, or aligning teams around shared goals, we provide the tools and guidance to empower confident decisions and measurable impact.
Together, we’ll move your business forward—focused, aligned, and ready to grow.
Long-term Planning
Budgeting & Forecasting
Embedded Leadership
Strategic Support
Sales & Operations Planning
Financial Planning & Analysis
Commercial Financial Support
Targeted Insights
Developing & Managing Process
Dashboard Development & Optimization
Conversion
We partner with growth-focused companies that are scaling strategically while maintaining a sharp focus on cash and profitability.
Beyond the Basics
You are active in market and are investing in capabilities for sustained growth.
Better Decision-Making
You need tools and processes that provide clearer financial insights for faster, more confident decisions.
P&L Clarity
You want deeper insights into what is driving or draining profitability - today and in the future.
Strategic Finance Support
You are looking for a partner who helps translate financial data into actionable strategies.
Integrate
Deeply understand your business, team, and existing processes, routines, and tools.
Evaluate
Analyze current performance, identify pain points, and uncover opportunities.
Realign
Rebuild or optimize processes to align with your goals
and strategy.
Rally
Unite teams behind solutions & next steps to deliver measurable results & ongoing support.
Samantha Cox is a finance & strategy expert. With degrees from Duke (BS) and Harvard (MBA) she has a decade of experience at companies ranging from pre-revenue to Fortune 500. Her professional experience is broad, having held various financial roles (investment banking, commercial finance, FP&A) along with corporate development and sales leadership positions.