RW Strategy Services
Experienced financial and operational leadership, without hiring a full-time executive.
RW Strategy Services helps growing small businesses build clear financial systems, reliable reporting, stronger cash-flow visibility, and practical operating processes.
Start a conversationWho this is for
Established or growing owner-led businesses that have outgrown the way their finances are currently run.
The pattern is familiar: revenue is up, the books were built for tax filing, reporting arrives late and raises more questions than it answers, and cash decisions get made on instinct. A full-time CFO is not the right fit yet, but the judgment one brings is already needed. That gap is where this practice works.
Industry specialization
Specialized experience in hospitality, restaurants, vacation rentals, real estate, and property-based businesses.
Those sectors bring their own problems: seasonal cash, tipped and hourly payroll, funds held on an owner’s or guest’s behalf, per-property reporting, and margins that move week to week. That experience is a specialty, not a limit — the practice works with established and growing owner-led businesses in any industry.
What I do
Seven ways I work with owners
Accounting System Review
A structured look at how your books are kept, where the numbers break down, and what to fix first.
Read moreQuickBooks & Management Reporting Setup
A properly structured QuickBooks file and a monthly reporting pack built for decisions, not compliance.
Read moreCash-Flow Forecasting
A rolling forecast that shows what cash looks like weeks and months ahead, not just what happened last month.
Read moreFractional CFO Support
Ongoing senior financial leadership on a recurring cadence, without a full-time executive salary.
Read moreTrust Accounting & Financial Controls
Review and strengthening of how client or owner funds are received, held, reconciled, documented, and paid out.
Read morePeople Operations, HR Systems & SOPs
Policies, hiring and exit processes, role clarity, and written procedures — connected to what the business can actually afford.
Read moreAI-Assisted Workflow Implementation
Practical automation applied to the repetitive finance and admin work that eats your team's week.
Read moreNot sure where yours starts?
Start a conversationWhat changes
Clear financial systems
Books structured so the numbers mean something and close happens on schedule.
Reliable reporting
A monthly pack that answers the questions you actually ask about the business.
Cash-flow visibility
A rolling forecast that shows pressure weeks ahead, not after it arrives.
Practical operating process
Documented routines that survive turnover and can be handed to your team.
Tell me what the numbers aren’t telling you.
A short first conversation is usually enough to say whether this is the right kind of help.