Finance Leadership for Growth & Transactions

Finance that enables
your next move.

Senior finance consulting for growing companies, transactions, and everything in between. From a rapid diagnostic to embedded CFO leadership — we meet you where you are.

Most growing companies share the same four finance gaps.

And most don't know until it's too late — when an audit stalls, a deal falls apart, or a cash crisis hits without warning.

📊

No Clear Visibility

Month-end surprises, outdated reports, and decisions made on gut feel rather than data.

📈

Outgrown the Finance Function

Your finance setup can't keep up with your growth — processes, team, and tools built for yesterday.

🔭

No Forward-Looking Insight

No cash flow forecasting, no scenario planning — just looking in the rear-view mirror.

🔍

Audit & Exit Readiness Gaps

Books that won't survive due diligence. Deals that fall apart or leave money on the table.

When your business is growing, preparing for a sale, or integrating after an acquisition — your finance function needs to be a source of confidence, not uncertainty.
Sue Kim, CPA
Principal Consultant, Mulstone

We meet you where you are.

Whether you need a fast diagnostic or embedded finance leadership, Mulstone has a package designed for your stage and situation.

Package 02
Finance Reset & Rebuild
Hands-on cleanup of messy books, rebuilt reporting, processes, and team model. For companies that have outgrown their finance function.
6–12 weeks
Package 04
Audit Readiness Sprint
Reconciliation gap closure, audit schedule preparation, and clean workpapers. For companies with an audit deadline or sale-side due diligence.
4–8 weeks
Package 06
Post-Acquisition Integration Sprint
Align the acquired business's finance function with the parent — reporting, chart of accounts, processes, ERP, and team structure.
Varies by engagement

Explore each engagement

Each package is scoped and priced before work begins — no surprises.

Package 01 · Pre-Transition Entry Point

Finance Health Check

A rapid 2–3 week diagnostic that cuts through the noise and gives leadership a clear, honest picture of where finance stands — covering reporting quality, process gaps, team capability, and risk exposure.

  • Financial reporting accuracy, timeliness, and reliability
  • Process and control gaps, manual workarounds, efficiency drains
  • Team capability: structure, skill gaps, capacity constraints
  • Risk exposure areas that could surface problems at audit or due diligence
2–3 weeks
Fixed fee
2–3 wks from kickoff

What You Receive

  • 1
    Finance Function Scorecard — ratings across reporting, controls, team, and risk
  • 2
    Findings & Recommendations — every gap ranked by urgency and business impact
  • 3
    Action Plan — specific, sequenced recommendations with ownership suggestions
  • 4
    Executive Summary — concise briefing for leadership and board
  • 5
    Optional: Follow-On Roadmap for next phase
Package 02 · Growth & Scale

Finance Reset & Rebuild

A hands-on engagement to clean up your books, rebuild your finance processes, and put the right team structure in place — so finance becomes a foundation for growth, not a liability. We don't just diagnose the problem. We fix it.

  • Clean up historical records and close reconciliation gaps
  • Establish reliable month-end reporting
  • Map and redesign key finance workflows, remove manual workarounds
  • Assess roles and capabilities, clarify accountabilities
  • Build a team model that scales
6–12 weeks
Project-based

What You Receive

  • 1
    Cleaned, reconciled books — historical records corrected to a reliable baseline
  • 2
    Rebuilt management reports — restructured for clear, timely leadership visibility
  • 3
    Month-End Close Process — documented, repeatable, team-owned
  • 4
    Finance Process Documentation — AP, AR, payroll, reporting mapped and standardized
  • 5
    Team Assessment & Role Clarity
  • 6
    Finance Function Roadmap for what to build next
Package 03 · Growth & Scale

FP&A & Reporting Build-Out

We design and implement the financial planning, forecasting, and reporting infrastructure your business needs to make confident decisions — and give your board and investors the visibility they expect. Not just reports. A system your team can own and run.

  • Structured annual budget paired with rolling forecasts
  • Short-term and long-term cash flow models
  • Monthly KPI dashboard tailored to your business and stakeholders
  • Repeatable board pack process: clear narrative, visuals, and financials
4–8 weeks
Project-based

What You Receive

  • 1
    Annual Budget Model — bottom-up, driver-based with variance reporting
  • 2
    Rolling Cash Flow Forecast — short and long-term, updated monthly
  • 3
    KPI Dashboard — 8–12 metrics that matter, presented clearly for leadership
  • 4
    Monthly Management Report — narrative + financials + KPIs
  • 5
    Board Reporting Pack — investor-ready format
  • 6
    Process Documentation & Training — so your team runs the full cycle independently
Package 04 · Sale & Exit Preparation

Audit Readiness Sprint

For companies with an audit deadline or sale-side due diligence on the horizon. We close reconciliation gaps, prepare audit schedules, and produce clean workpapers so your financials withstand scrutiny without surprises.

  • Full review and reconciliation of all accounts
  • Identification and resolution of reconciliation gaps
  • Preparation of audit schedules and supporting workpapers
  • Documentation of accounting policies and key judgements
  • Coordination with auditors or buy-side due diligence teams
4–8 weeks
Project-based

Outcome

  • Audit-ready financials — no surprises for auditors or buyers
  • Clean workpapers structured for fast auditor review
  • All reconciliation gaps resolved before the process begins
  • Finance team prepared to respond to auditor and buyer queries
Package 05 · Sale & Exit Preparation

Sale-Ready Finance Package

A comprehensive engagement combining audit readiness with FP&A for exit — giving buyers a complete, professional picture of your financial position and performance. The finance pack that gives buyers confidence — and protects your valuation.

  • Audit-ready financials — reconciled books and clean workpapers
  • Normalised EBITDA analysis — adjusted earnings with a clear bridge
  • 3–5 years of management accounts in presentation-ready format
  • KPI pack with trend data and business performance narrative
  • Financial data room built, organised, and populated
  • Finance team briefed and prepared for buyer queries
8–12 weeks
Project-based

What You Receive

  • 1
    Audit-Ready Financial Statements
  • 2
    Normalised EBITDA Analysis with one-off bridge
  • 3
    Management Accounts Pack — 3–5 years, presentation-ready
  • 4
    KPI & Performance Pack with trend data
  • 5
    Financial Data Room — fully organised and populated
  • 6
    Finance Q&A Preparation for your team
Package 06 · Post-Acquisition

Post-Acquisition Integration Sprint

A hands-on engagement to align the acquired business's finance function with the parent — harmonising reporting, processes, and team structure so the combined business operates as one from day one. Based on hands-on PE integration experience across multiple acquisitions.

  • Harmonise chart of accounts and reporting to parent-co standards
  • Establish group consolidation and aligned month-end close
  • Plan and support ERP or systems migration
  • Finance team restructure, role clarity, and duplication removal
3–12 months
Project-based

What You Receive

  • 1
    Aligned Chart of Accounts — single, harmonised structure for group reporting
  • 2
    Group Consolidation Process — working monthly cycle
  • 3
    Integrated Management Reporting — one report for the combined business
  • 4
    Systems Migration or Integration support
  • 5
    Restructured Finance Team with clear roles
  • 6
    Integration Completion Report with residual risks and recommendations
Package 07 · Ongoing

Fractional CFO

Embedded, part-time finance leadership — providing the strategic oversight, board reporting, team mentoring, and decision support of a CFO without the full-time cost or commitment. The bridge until a full-time hire is right — or a permanent alternative.

  • Board reporting & presentations, investor updates & stakeholder communications
  • M&A and transaction support, strategic planning & scenario modelling
  • Cash flow & liquidity management, budgeting, forecasting & FP&A
  • Finance team mentoring & capability building
  • ERP implementation oversight and process improvement
Ongoing monthly
Monthly retainer

Is This Right for You?

  • You're not ready for a full-time CFO hire
  • Your board or investors need a senior finance voice
  • You've just closed a deal and need finance leadership on day one
  • Your finance team needs senior oversight and direction
  • You're in a period of rapid growth or transition
  • You need a senior finance lead for a specific project

Sue Kim, CPA

Strategic Finance Leader with over 20 years of experience across complex business environments. Through Mulstone Inc., Sue provides hands-on Fractional CFO services to companies during critical transition periods, including preparing for sale, integrating post-acquisition, or supporting growth initiatives.

  • Pre-sale readiness and vendor due diligence support
  • Post-acquisition integration
  • Finance transformation and operational improvements
  • Strategic financial planning, FP&A, and performance management
CPA · Canada
CPA · Australia
Master of Accounting
Fractional CFO

From first call to finished engagement

Every Mulstone engagement follows the same four steps. No surprises — scope and fee confirmed before work begins.

01
30-Min Scoping Call
We understand your situation, confirm fit, and identify the right package for your stage and goals.
Free · No commitment
02
Proposal & Fee
We confirm scope, timeline, and fee before engagement begins. No open-ended billing.
Fixed or project-based fee
03
Kickoff
Within 1–2 weeks of agreement — we start immediately, with a clear plan and priorities defined from day one.
1–2 weeks from agreement
04
Delivery
Actionable deliverables on time — from rapid diagnostics to full finance function rebuilds.
On time. On scope.

Book a free 30-minute scoping call.

Tell us where your business is today — we'll confirm whether there's a fit and which package makes sense. No commitment, no sales pitch.

What happens next

  • 1
    30-min complimentary scoping call
  • 2
    Proposal & fee confirmed — no surprises
  • 3
    Kickoff within 1–2 weeks of agreement
  • 4
    First results delivered within the agreed timeline

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