Strategic finance for companies navigating growth and volatility
Thesis combines rigorous back-office execution with proactive, operator-level financial leadership, allowing founders to see clearly, decide faster, and scale with confidence.
We don’t just report on what happened. We help you shape what happens next.
What We Do
Thesis is a strategic finance partner that delivers the full finance function. That means we deliver comprehensive back-office execution and proactive, operator-level, data-driven financial leadership.
Financial Strategy
We embed ourselves with your team and with leadership to understand your business physics (i.e., the levers that drive outcomes), then use data to improve what's working now and uncover what you should tackle.
That includes:
- Modeling, forecasting, and scenario planning
- Runway planning and cash strategy
- KPI / unit economics development and dashboards
- Fundraising support
- Tax mitigation strategy
- Proactive, data-centric guidance for growth decisions
Financial Operations
Reliable back-office execution and financial systems that scale. We run the financial machinery of your business so your numbers are clean, current, and trustworthy:
- Administration and payroll
- Cash flow tracking and runway visibility
- AP/AR and bookkeeping
- Flux analysis
- Month-end close and reporting
- Financial software and systems implementation
- SOPs for every recurring workflow
- Change management and transformation
- Program management
Most firms do one or the other. Thesis does both, as one embedded team. So you get real-time financial clarity and the strategic leadership to act on it.
Why Thesis Is Different
Other Agencies
Outsourced finance. They do the books and leave.
Back-office only. Reporting after the fact.
Problems without solutions. They point out issues.
Reactive finance. Slow to adapt when inputs change.
Minimal documentation. Knowledge stays in people’s heads.
Billable-hours mindset. Efficiency isn’t the goal.
Vendor mindset. Helpful, but not invested.
No proof they live it.
Thesis
Strategic finance. We handle back-office rigor and forward-thinking leadership.
Front-office partnership. We attend XLT meetings, sit inside your decision matrix, and run quant analysis on strategic options.
Solution co-creation. We identify problems and build solutions with your exec team.
Operator + finance lens. Constant tracking, reporting, and projections so you can adapt strategy fast in volatility.
SOPs for everything. We document every process so your company is set up for success even if you decide to part ways with us.
Kaizen mindset. Continuous improvement of the function, driven by capability building, not hours.
“In it to win it.” Deep care, emergency readiness, late nights/weekends when needed. We show up like owners.
We eat our own dog food. The partners run their own businesses using Thesis to scale cost-effectively.
What You Get
Deliverables include:
Controller-level month-end close and clean, reliable books.
Cash flow tracking, flux analysis, and continuous reporting.
AP/AR, bookkeeping, payroll coordination.
Financial systems + SOP documentation for every workflow.
Financial modeling, valuation, forecasting, and scenario planning.
KPI architecture, dashboards, contribution margin + profitability by product line.
Embedded decision support with leadership.
Fundraising support.
Tax mitigation planning and strategy.
The Transformation:
You get clarity on your money, your priorities, and the levers that actually drive your business.
So you can move faster, make confident calls in volatile moments, and keep real momentum across the company. Finance becomes the system that keeps everything moving.
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Our success stories
“We Achieved Full Financial Stability in Just Three Months!”
“We Finally Had the Clarity and Support We Needed to Grow!”
"We were able to stabilize our entire organization during one of the most challenging leadership transitions we've ever faced. Their fractional executives immediately embedded into our team, improved operations, aligned communication, and created the space we needed to recruit top-tier leadership. Their ability to roll up their sleeves and drive real results made all the difference!"
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“A True Force Multiplier!”
"Working with the Thesis team has been a true force multiplier for our team. They're not just smart, they're genuinely likable partners who show up when it’s tough, challenge us at the right moments, and help us level up our macro thinking. It feels like having a thought partner who’s in it with you, not just for the easy wins but especially when the path gets messy. We couldn’t ask for better partners."
View the Full Case Study:
BoomPop
“Our Leadership Team Was Transformed!”
"We finally have the clarity, structure, and momentum we needed to fuel real growth. Their leadership coaching and strategic frameworks completely elevated our decision-making, improved team accountability, and gave us true visibility into the metrics that matter. Our performance, morale, and future outlook have never been stronger!"
Unlock your potential Step-by-Step
Strategic Insight
We analyze your business to develop data-driven solutions that maximize efficiency and profitability.
Pragmatic Execution
From financial modeling to operational frameworks, we provide actionable strategies that deliver real results.
Sustainable Growth
We help businesses build scalable systems that drive long-term success.
Hear what our clients have to say
With a deep understanding of finance and operations, we bring a trusted, results-driven approach to every client partnership. Our team works closely with you to implement clear, strategic solutions that empower your business to thrive.
Meet Our Finance & Ops Experts
Get clarity on your numbers and your next moves.
Let’s talk about what Thesis can build with you.