Fitchwood Finance

Ways to engage

Finance systems for the decisions ahead.

Fitchwood works with selected owner-led and PE-backed businesses in the $1M–$100M range, matching the engagement to the decision, team, and operating context at hand.

Start a qualified conversation

Core services

Leadership, systems, and controls that make finance more useful.

The work begins with a qualified inquiry, then takes shape around the operating question—not a one-size-fits-all package.

01

Planning, reporting, and adoption

Datarails FP&A Implementation & Optimization

Datarails support that connects the finance model, reporting rhythm, and decisions the leadership team needs to make—with a practical plan for implementation, cleanup, and adoption.

What the work can include

  • Implementation planning and reporting-model design
  • Forecasting, consolidation, and management-reporting workflows
  • Adoption support and decision-ready reporting

The aim

  • A more usable planning and reporting environment
  • Finance information built for operating decisions
  • A clearer path from spreadsheet work to a durable rhythm
Discuss Datarails support

02

Governed workflows, human-led judgment

AI-Enabled Finance Operations

Finance workflow design that uses AI where it can improve speed and consistency while keeping review, assumptions, approvals, and accountability in experienced human hands.

What the work can include

  • Workflow discovery and use-case prioritization
  • Governed AI support for recurring finance work
  • Human review points, controls, and operating documentation

The aim

  • Useful automation without handing finance judgment to a black box
  • Clearer controls around new AI-enabled workflows
  • More capacity for the decisions only people should make
Explore AI-enabled operations

03

Ongoing strategic finance leadership

Fractional CFO Advisory

An experienced CFO alongside the leadership team—bringing financial discipline, planning context, and a decision cadence to the questions shaping the business.

What the work can include

  • Strategic planning and operating priorities
  • Leadership-team partnership and financial cadence
  • Board, lender, and investor preparation

The aim

  • Decisions made with a clear financial point of view
  • A leadership rhythm that keeps performance visible
  • More confidence in high-stakes conversations
Discuss fractional CFO advisory

04

Dependable financial visibility

Bookkeeping & Financial Controls

Bookkeeping oversight, close discipline, and financial controls that help leaders work from timely, usable information and clearer ownership across the finance function.

What the work can include

  • Bookkeeping oversight and coordination
  • Close, reporting, and management-information cadence
  • Approval, documentation, and responsibility workflows

The aim

  • A clearer, more dependable view of the business
  • Financial processes with stronger ownership and handoffs
  • A stronger foundation for planning and CFO-level work
Discuss bookkeeping and controls

05

Finance support for pivotal moments

M&A / Transaction Advisory & Support

Finance-focused advisory and support for M&A situations, grounded in business context and the work required before, during, and after a transaction process.

What the work can include

  • Transaction readiness and financial materials support
  • Diligence coordination and management-team support
  • Scenario, planning, and integration-readiness support

The aim

  • A more organized financial workstream for leadership
  • Financial questions surfaced with operating context
  • A practical basis for planning around the transaction process
Discuss transaction support

How it works

Practical finance improvements, with judgment intact.

AI-enabled finance should improve the recurring work while keeping assumptions, review, and accountability in human hands. The same principle guides every engagement.

  1. 01

    Start with the business context

    We review the decision, finance maturity, team capacity, and systems already in place.

  2. 02

    Define the useful work

    Together, we determine which leadership, controls, Datarails, or AI-enabled workflows will materially improve the next decision.

  3. 03

    Build the operating rhythm

    The engagement focuses on practical implementation, review points, and a finance system the team can actually use.

Ready when the context is clear

Start with the finance decision in front of you.

Start a Finance Conversation