board reporting

ACTvisory is a boutique advisory firm based in Fort Worth, Texas, serving as a strategic financial partner for nonprofit and mission-driven leaders. Founded and led by CEO Ayn Llopis, MS, who has more than 25 years of experience in financial operations and reporting, the firm delivers financial clarity, operational structure, and executive-level insight. Ayn is the creator of the CSI Framework™, built on three pillars: Clarity, Systems, and Insight.

990 coordinationaccounts payable and receivable oversightaudit oversightBookkeepingbudget developmentcapital planningcash-flow forecastingfinancial advisoryfinancial modelingfinancial reportinggrant and fund trackingKPI dashboard reportingmonthly closePayroll coordinationprocess automation

BDM Advisory (BDM Consulting LLC dba BDM Advisory), based in Portland, OR, is a strategic finance advisory firm providing interim and fractional CFO services to founder-led and PE-backed businesses. It helps clients with cash flow management, forecasting, reporting, finance processes, M&A support, and FAR-compliant government accounting, serving businesses across the United States.

cash-flow forecastingERP consolidationFAR-compliant accountingFP&A and forecastingFractional CFOInterim CFOManaged AccountingM&A support

Black Slate 45 transforms risk, compliance, governance, and operational data into executive intelligence that helps leaders make better decisions with confidence. Its solutions include RiskOps™ for risk and compliance intelligence, RIA Intelligence™ for wealth management firms, and Executive Intelligence Insights™ for executive-level reporting. The company was founded by Wyndon A. Hibler, Founder & Principal.

compliance assurancecontrol effectivenessdecision supportevidence readinessexecutive dashboardsfirm intelligencegrowth intelligenceKRI monitoringleadership reportingopportunity intelligencePerformance Monitoringprospect intelligencerisk intelligencestrategic insights

CloudPeak IT Advisors is an IT advisory and consulting firm for growing businesses, offering IT strategy, cloud and infrastructure optimization, security and risk management, and ongoing IT support. It also provides fractional CIO/virtual IT leadership and AI strategy and readiness services. It is an SBA-registered veteran-owned small business with SAM.gov registration, serving growth companies, professional services and healthcare firms, mid-market companies, and government agencies.

AI governance and adoptionbudget planningcloud & infrastructure optimizationfractional CIO / vCIOgovernment contractingIT advisory & strategyIT roadmappingongoing IT supportRisk OversightSecurity Risk Managementvendor management

Evident Systems builds Sherpa OS, an operating system for M&A from thesis to exit. It lets users source targets, run diligence, manage the data room, execute integration, track value creation, compare ERP actuals and monitor every investment through exit. The company comes from the operating side of the deal, built by people who have run integrations.

AI due diligenceERP actuals comparisonexit readinessintegration managementM&A project managementportfolio monitoringR&W and earn-out monitoringvalue creation trackingVirtual Data Room

Fierce Financial Services is a Woman, Minority, and Disability Owned strategic financial and business advisory firm founded by Terese Alexander. It provides integrated financial, operational, nonprofit, and strategic advisory support to help organizations strengthen financial foundations, improve operational performance, and align strategy with execution. Services include fractional CFO support, budgeting, forecasting, cash flow management, grant management, donor and board reporting, compliance, strategic planning, governance, and change management.

Budgetingcash flow managementchange managementcompliancedonor reportingexecutive advisoryforecastingfractional CFO supportgovernancegrant managementorganizational developmentstrategic financial leadershipstrategic-planning

FinStrat Management provides strategic finance, accounting, and advisory services for early-stage companies and other investor-backed companies. It offers CFO-led accounting and finance, fund accounting and administration, portfolio company monitoring and reporting, due diligence, and back-office operations support, positioning itself as an extension of client teams from inception to exit.

due diligencefinancial planning and analysisfund accounting and administrationgo-to-market and revenue operations advisoryHR outsourcinglegal process outsourcingrecruiting process outsourcingstrategic-planning