Finance Advisory for Founder-Led SMEs
Senior-reviewed finance diagnostics and CFO-level advisory support for small and mid-sized businesses that need clearer cash flow, margin, reporting, and finance process visibility.
Accounting records are not the same as financial visibility
Many founder-led businesses have bookkeeping or accounting support in place, but still lack the financial visibility needed to make confident decisions.
Owners may still not know why cash feels tight, where margins are leaking, which customers or products are truly profitable, or whether monthly reports are useful enough to support growth, financing, or operational change.
Park on the Lake helps identify the financial gaps behind those questions.
Who We Help
We support founder-led small and mid-sized businesses, especially:
Manufacturing companies
Distribution and wholesale businesses
Multi-entity owner-operated businesses
Companies with bookkeeping in place but weak management reporting
Businesses preparing for growth, financing, or operational improvement
What We Review
Our work focuses on practical management decision support, including:
Cash flow and working capital visibility
Gross margin and profitability review
AR/AP aging and collection pressure
Management reporting gaps
Month-end close and finance process weaknesses
KPI and dashboard needs
Lender, investor, or partner reporting readiness
Our Services
Finance Leak Scan
A short fixed-scope diagnostic designed to identify the top cash flow, margin, reporting, and working capital red flags inside the business.
Finance Diagnostic Sprint
A deeper diagnostic covering profitability, cash flow, AR/AP, management reporting, finance process gaps, KPI visibility, and a practical 30/60/90-day action plan.
13-Week Cash Flow Forecast
A short-term cash flow model designed to help owners understand expected cash movement, collection pressure, payment timing, and downside scenarios.
Senior-Reviewed Advisor Model
Client-facing work is reviewed by a senior finance professional with experience across CFO, Controller, group reporting, budgeting, forecasting, consolidation, internal control, ERP implementation, manufacturing finance, multi-entity reporting, and financial management.
Analytical tools and AI-assisted workflows may support the process, but final client-facing conclusions are reviewed through human professional judgment.
Scope Boundaries
We do not provide audit, review engagement, compilation engagement, assurance, tax filing, investment advice, legal advice, or public accounting services.
Our work is designed for internal management decision support unless otherwise agreed in writing.
Start with a Finance Triage Call
The first step is a short conversation to understand the business, the current finance setup, and the decision the owner is trying to make.
If there is a fit, we may recommend a fixed-scope finance diagnostic as the next step.