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Month-end surprises, outdated reports, and decisions made on gut feel rather than data.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

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

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

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

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

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

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

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

Send a Message