Who we work with
Owner‑led businesses that are growing, and ready for a leader who can keep pace
Our clients are decisive owners who value clear information, welcome outside perspective, and want to build something that lasts. Here’s where Marcie’s background fits best.
Most of our clients
Growing owner‑led businesses
Usually a business that has outgrown “the owner does the books at night,” often with a bookkeeper or office manager handling the finances and no CFO.
- You’re busy, and you’d like to know whether busy means profitable.
- Decisions about hiring, pricing and spending still run through you.
- Your bookkeeper records what happened, and you’d like someone to tell you what it means.
Capital projects, from the owner’s side
Owners about to spend more than they ever have at once
Marcie served as owner’s representative on more than $150 million in capital outlay and construction projects for a large school district. That’s the seat you want filled when you build, expand or buy major equipment.
- A full budget with contingency before you commit
- Cash timing laid against the rest of the business
- Pay applications, draws and change orders checked against the work
See Capital Project Planning and Oversight“On big projects, the timing hurts more often than the total. Cash goes out faster than it comes in, and the rest of the business feels it.”
Grant‑funded and public‑sector‑adjacent
Organizations that work with public money
As Director of Business Operations for a large school district, Marcie oversaw a $125 million annual budget and procured $59.6 million in grants. That fits businesses that win public contracts or use economic development incentives, and nonprofits with significant grant funding.
See yourself here?
Tell us about your business, and we’ll say plainly whether we’re a good fit.