Senior financial leadership for owner-managed businesses, without the cost of a full-time hire. Independent, fee-for-service planning for the owners behind them. No products to sell.
For owner-managed businesses that have outgrown their bookkeeper but don't need a full-time CFO. Senior financial judgment on a monthly retainer.
Independent financial planning for a flat, transparent fee. No products, no commissions.
30 minutes, no charge. We talk about where things stand and whether there's a fit.
We review your financials, reporting and cash position, then send a short written summary of what needs attention first.
A fixed scope and fee, a regular meeting rhythm, and numbers you can make decisions with.
Succession, governance and next-generation planning for family businesses is handled through Blackwood Family Enterprise Services, where Morris is an advisor. Strategos clients get a direct introduction.
A short call to see where you are and whether we can help. No cost, no obligation.