Close Faster. See Margins Clearly. Lead With Confidence.

Finance, Accounting and Systems Solutions Built Around Your Business

Fractional CFO Advisory

For companies that need senior financial leadership without adding a full-time CFO. We help leadership get clearer visibility into cash, profitability, forecasting, and performance so decisions are based on what is actually happening in the business.

Interim Controller

When there is a leadership gap, unexpected turnover, rapid growth, or too much falling through the cracks, we step in to stabilize the accounting function. We keep the close, reporting, reconciliations, and priority finance work moving while the business determines the right long-term solution.

Fast Close Transformation

A slow close does more than delay financial statements. It leaves leadership making decisions with outdated information. We identify what is slowing the process down, clarify ownership, strengthen reconciliations, and build a close process that is faster, more reliable, and easier to manage.

13-Week Cash Flow

When cash visibility is limited, decisions become reactive. The 13-Week Cash Flow gives leadership a practical, rolling view of expected inflows, outflows, and liquidity needs so the business can anticipate pressure points, manage working capital, and make better near-term decisions.

Finance Health Assessment

When it is not yet clear where the biggest problems are, the Finance Health Assessment provides a structured review of the finance function. We look at the close, reporting, controls, cash flow, processes, systems, and team structure, then provide a prioritized action plan focused on what needs attention first.

Finance Function Upgrade™

Sometimes the issue is bigger than one report or one process. M&M strengthens the finance function by improving workflows, systems, controls, reporting, and team structure so finance operates more efficiently and gives leadership better information to run the business. This includes financial cleanup, ERP transitions, and acquisition support from diligence preparation through post-close integration and consolidated reporting, with specialist expertise matched to the scope and M&M retaining delivery accountability.

Ongoing Finance Support

Some businesses need more than a project. M&M provides ongoing monthly finance support: managed accounting, month-end close management, and financial reporting your leadership can rely on. M&M oversees the work and reviews quality, so the books stay current, the close stays on schedule, and reporting arrives when decisions need it.

Financing Readiness

Lenders and investors move faster when the numbers are ready. M&M prepares reliable financial statements, 13-week and longer-range cash flow forecasts, and the supporting schedules lenders and investors request, such as borrowing-base, covenant, AR and inventory detail. The result is a financing conversation built on numbers that hold up to review.

Who We Help

We work with businesses facing finance, accounting or systems challenges, from leadership gaps and unreliable reporting to growth, acquisitions and ERP change. We begin with the problem and the outcome you need, define the scope, and determine the right expertise and delivery approach.

When to Introduce M&M

Lenders, business brokers, attorneys and private equity firms introduce M&M when a good business faces a major decision and its finance function is not ready:

• Financing, refinancing or lender review

• Sale preparation or a pending acquisition

• Post-close integration

• A CFO or Controller vacancy

• Late, unreliable or unexplained financial results

M&M complements your work and does not replace the CPA, banker or attorney. A simple email introduction to helen@metricmargin.com is all it takes; M&M assesses fit and protects the relationship.

M&M's Delivery. Senior Leadership Behind Every Engagement.

Metric & Margin steps in with experienced finance leadership and the level of hands-on support the situation requires. Engagements are led by experienced finance professionals, with founder Helen Fotopoulou providing senior oversight and hands-on leadership where appropriate. Helen brings more than 30 years of finance leadership across manufacturing, privately held and PE-backed businesses. Her experience includes reducing a monthly close from 15 calendar days to 5, supporting more than $1M in profitability improvement, and integrating a $10M acquisition. M&M builds each engagement around the work required, drawing on qualified finance professionals and specialist partners, including finance systems implementation and ERP migration expertise matched to the agreed scope. M&M owns the client relationship, scope, quality review and delivery accountability.

The Engagement Story

Every M&M engagement is built toward three outcomes.

1. Faster close

Timely, reliable reporting for better decisions.

2. Clearer margins

Understand what drives performance and where to act.

3. Stronger finance

Finance processes and leadership built around the work required.

Not Ready to Talk Yet? Start With the Free Guide

Grab our free guide, "The Accounting Problems Everyone's Trying to Solve," for a practical look at the close, cash and margin issues that can hold a business back.

Get the free guide 

Start With a Complimentary Finance Health Check

Begin with a confidential 20-minute conversation to identify the most pressing finance issue and the right next step. When deeper analysis is needed, the standalone Finance Health Assessment provides a structured review and a prioritized action plan. Implementation continues through the Finance Function Upgrade™ or interim and fractional finance leadership.