The Atma 5

Investor Mindset. Founder Focused. We supercharge businesses throughout the whole journey.

Our Approach

We work through the five layers of value creation starting with investment grade accounting and financial reporting and moving through the tiers as we continue our partnership. Highlighted deliverables include:

• Scalable Accounting & Financial Infrastructure

• Financial Reporting & Analysis (dashboards, KPIs, management tools)

• Growth and Profitability Lever Mapping

• Budgeting, Modeling, and Cash Flow Advisory

• Team Building & Process Development

• Financial and Strategic Roadmaps

• Bank, M&A, Equity Funding

• Exit and Board readiness

Our Delivery Model

We bring a seasoned CFO/CPA partner to manage our partnership with you. Our executive will serve as a CFO on a fractional basis and be part of your leadership team.

Our onboarding time frame is usually 30-60 days (fixed fee) after we will charge a monthly retainer based on the scope of engagement.

We also offer event-driven project work including:

• Audit Readiness

• Deal Advisory, M&A and fund raising

• Dashboard and KPI develpment

• Buy-side or Sell-side financial due diligence and quality of earnings

• Post-Integration Strategy & Support

• Structuring and Deal Advisory