Fractional CFO • M&A Advisory • FinOps

From Bookkeeping
to the Boardroom

High-end fractional CFO services specializing in fundraising, M&A preparation, and financial visibility for growth-stage businesses ready to scale.

Schedule a Discovery Call Our Offerings

Core Services

Fractional CFO Services

Strategic financial leadership without the full-time overhead. We embed within your team to drive measurable outcomes across every stage of growth.

Financial Leadership

Strategic CFO-level oversight that scales with your business. From cash flow management to board-level reporting, we bring institutional rigor to your financial operations.

Quality of Earnings Prep

Comprehensive pre-audit financial analysis that identifies and resolves issues before buyers do. Protect your valuation with clean, defensible numbers.

Capital Markets Access

Navigate fundraising with confidence. We prepare investor-ready financials, build compelling data rooms, and support due diligence from seed to Series B+.

Financial Visibility

Real-time dashboards and reporting infrastructure that give you and your stakeholders complete transparency into business performance.

Our Services

What We Offer For You

Six core pillars of financial leadership designed to bring clarity, control, and momentum to growth-stage businesses.

Financial Leadership & Strategy

Gain access to seasoned financial leadership, tailored to your specific business needs.
Develop data-driven financial strategies for growth, profitability, and long-term success.
Receive ongoing guidance and support to ensure your financial decisions are aligned with your overall vision.

Financial Planning & Analysis

Create accurate financial forecasts and projections to navigate your business journey.
Gain insights into key performance indicators (KPIs) to track progress and identify areas for improvement.
Develop and implement budgeting strategies for optimal cash flow management.

Financial Reporting & Compliance

Ensure timely and accurate financial reporting for internal stakeholders and regulatory compliance.
Maintain a strong financial control framework to mitigate risks and safeguard your assets.
Benefit from expert assistance in navigating complex tax and regulatory requirements.

Mergers & Acquisitions (M&A) Support

Navigate the complexities of M&A transactions with strategic financial planning and due diligence, including Quality of Earnings preparation and support.
Gain a competitive edge with expert deal structuring and valuation analysis.
Ensure post-merger integration success with our M&A expertise.

Operational Efficiency & Cost Optimization

Identify and implement cost-saving measures to improve your bottom line.
Develop streamlined financial processes for increased efficiency and productivity.
Optimize resource allocation for maximum ROI (Return on Investment).

Fundraising & Capital Markets Access

Craft a compelling investor pitch deck that showcases your business potential.
Develop financial models and projections to attract investors and secure funding.
Leverage our expertise to navigate fundraising conversations with confidence.

Platforms We Work With

Technology

Tech-Enabled Financial Solutions

Institutional-grade financial infrastructure, deployed for growing businesses. We combine automation with strategic oversight to eliminate clerical burden and maximize visibility.

Billstream AI

Managed AP Automation

Eliminate clerical errors and fraud risk with intelligent accounts payable processing. Our managed service handles invoice capture, coding, approval routing, and payment execution.

3-way match verification
Duplicate detection
Automated GL coding
Real-time cash visibility

Invoice Queue

VendorAmountStatusPO Match

Northwind Supply Co.$12,480.00Approved
Harbor Logistics LLC$4,820.50Pending
Meridian Services$27,315.75Approved
Atlas Components$1,899.00Flagged
Bluebird Creative$6,200.00Pending

Cash Visibility

$248,612

Available · 30d

Workflow Automation

Custom FinOps Architecture

Purpose-built integrations that sync your CRM, ERP, and banking data into a single source of truth. Reduce manual data entry and close your books faster.

CRM-to-ERP sync
Bank feed automation
Revenue recognition rules
Custom reporting pipelines

Integration Map

Last sync · 2m ago

CRM

Leads · Deals

Middleware

Sync Engine

ERP

Ledger · AR · AP

Bank

Transactions

Records synced

12,480

Success rate

99.6%

Exceptions

Investment Visibility Portal

For HNWI & Commercial Developers

A bespoke dashboard service providing institutional-grade transparency across portfolio performance, capital calls, distributions, and project-level P&L.

Multi-entity consolidation
Investor-ready reporting
Cash waterfall modeling
Real-time project tracking

Portfolio Overview

Q3 · All Entities

Entity Alpha

$4.82M

Entity Beta

$2.41M

Entity Gamma

$7.13M

Cash Waterfall

YTD

Contributions

Distributions

NAV

Project P&L

3 projects

Project	Revenue	Cost	Margin
Project North	$1.24M	$0.82M	34%
Project Ridge	$0.96M	$0.71M	26%
Project Vista	$2.11M	$1.38M	35%

How We're Different

Strategy without infrastructure is just a slide deck.

We build the data pipelines, automation, and dashboards that make our recommendations executable. Most fractional CFO firms hand you a strategy and walk away. We engineer the systems that turn it into measurable outcomes.

Discuss your stack

Most Firms

Deliver decks and forecasts that depend on systems they don't own, leaving execution gaps that quietly erode value.

The Pivotal Leap

Advisory plus the infrastructure underneath it: AP automation, CRM-to-ERP sync, and investor dashboards built for the decisions you're making.

Advise

CFO-level strategy grounded in your operating reality.

Build

The pipelines, automations, and dashboards required to execute it.

Operate

Ongoing oversight so the numbers stay trustworthy.

Industries

Industry Expertise

Deep domain knowledge across high-growth verticals. We understand the nuances of your industry's financial landscape.

Healthcare

Multi-entity practices, ASC operations, and healthcare PE portfolio companies.

E-Commerce

DTC brands scaling through marketplace expansion and omnichannel growth.

Manufacturing

Cost accounting, inventory optimization, and supply chain financial management.

Investment Offices

Family offices and investment managers requiring consolidated portfolio reporting.

Commercial Development

Ground-up development, construction draws, and project-level financial tracking.

Utilities

Regulated utilities, rate case support, capital planning, and infrastructure financial oversight.

About

About Courtney Gaik, CPA

With over two decades of experience spanning M&A advisory, capital markets, and operational finance, Courtney founded The Pivotal Leap to bring institutional-grade financial strategy to growth-stage businesses.

Her career includes direct involvement in transactions ranging from $5M to $500M across healthcare, manufacturing, technology, and commercial real estate. She has a particular expertise in quality of earnings analysis, financial normalization, and preparing businesses for successful exits.

CPA Licensed

20+ Years Experience

M&A Advisory

Capital Markets

Get in Touch

Start the Conversation

Whether you're preparing for an exit, seeking fractional CFO support, or looking to automate your financial operations, we'd welcome the opportunity to learn about your business.

Direct

[email protected]

We respond to inbound within one business day.

From Bookkeepingto the Boardroom