My Approach

A structured financial framework that meets each client where they are—then scales with them as their needs evolve.

CFO, Controller, and Reporting layered approach pyramid
The right mix of CFO, Controller, and day-to-day support—tailored to your company’s stage and complexity.
Top Layer

CFO – Strategic Leadership

The CFO layer focuses on long-term strategy and decision support. This includes budgeting and forecasting, capital planning, fundraising and M&A support, and communication with boards and investors.

Middle Layer

Controller – Financial Management & Reporting

Controllers turn strategy into structure: accurate reporting, scalable processes, internal controls, and operational discipline that gives leadership reliable insight.

Foundation

Day-to-Day – Operational Execution

Day-to-day support covers accounting, expense management, invoicing, and a rigorous monthly close—creating the financial accuracy required for higher-level decision making.

Why This Approach Works

Every business needs a different level of financial support depending on its stage, complexity, and goals. Greenstone Lake adapts the mix of CFO, Controller, and day-to-day involvement based on what your business actually requires.

As your company grows, your financial support scales with you—ensuring you always have the expertise you need, and only when you need it.

Let’s Build the Right Financial Structure for Your Business

Whether you need part-time CFO support or help strengthening your finance function, we can design a model that fits your needs.

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