Strategic CFO Advisory  ·  Financial Leadership

Your financials should
strengthen your business —
not just document it.

We build the financial structure and leadership rhythm that helps growing businesses see clearly, focus on the right priorities, and make stronger decisions.

01

See Clearly

Accurate, timely, decision-ready financials. A clear picture of where you stand.

02

Focus Attention

Identify the 2–3 financial drivers that truly shape performance.

03

Decide Intentionally

Translate financial data into clear priorities. Move from reactive to intentional.

04

Stay Oriented

Monthly clarity. Quarterly recalibration. A financial seat that supports scale.

Most businesses have accounting.
Few have financial leadership.

Accounting records the past. Financial leadership clarifies what to do next. Many growing companies invest heavily in operations and sales — far fewer invest in the financial leadership that guides decisions, protects margin, and structures growth intentionally.

That gap creates strain. High Tide exists to close it.

My father was an entrepreneur. He passed away too young after a short illness. The business and his partners were not prepared. His partners lost everything.

It was preventable.

That experience — and 30 years as a CPA including scaling a dental organization from $18M to $165M as CFO — shaped everything about how High Tide works.



Financial Leadership on a Predictable Rhythm

Monthly
Financial clarity and performance review
Quarterly
Strategic step-back, focus, and recalibration
Annual
Goal setting and value growth roadmap
Optional Weekly
Early awareness and variance signals

Your financials should
strengthen your business —
not just document it.

Many growing companies invest heavily in operations and sales. Far fewer invest in financial leadership that guides decisions, protects margin, and structures growth intentionally.

That gap creates strain.
High Tide exists to close it.

Most businesses have accounting.
Few have financial leadership.

Accounting records the past. Financial leadership clarifies what to do next. We serve as the strategic financial partner to the owner and leadership team — ensuring the numbers are accurate, timely, and used to guide the business.

The goal is not more reports.
It is better decisions.


Why This Work Matters

My father was an entrepreneur. He passed away too young after a short illness. The business and his partners were not prepared. His partners lost everything.

It was preventable.

That experience shaped how I see business. Every company needs three core systems: operations, sales, and finance. When the financial system depends too heavily on one person — or is underdeveloped — the business is more fragile than it appears.

"Over 30 years as a CPA, including serving as CFO while a dental organization scaled from $18 million to $165 million, I've seen the same pattern repeatedly: strong operators, hard-working teams, growth happening — but financial visibility lagging behind."

High Tide was built to solve that. Not with more effort.
With clarity.

Our Role

We partner directly with business owners to:

Bring structure to financial reporting

Clarify the 2–3 drivers truly shaping performance

Improve decision quality at the leadership level

Reduce stress created by financial uncertainty

Build a financial system that supports scale

Because your business is not just about revenue.
It supports families. Employees. Communities.
It deserves financial leadership that matches its ambition.

Credentials

CPA
Certified Public Accountant
30+ years across public accounting and operational CFO roles.
CEPA
Certified Exit Planning Advisor
Expertise in ownership transitions that maximize enterprise value.
CVGA
Certified Value Growth Advisor
Strategic focus on the financial drivers that build long-term business value.

The High Tide
Financial Leadership
Framework

Financial leadership on a predictable rhythm — four phases that move a business from reactive to strategic and keep it there.

Financial Leadership on a predictable rhythm See Clearly Accurate · timely · decision-ready Focus Attention 2–3 drivers Decide Intentionally Reactive → intentional Stay Oriented Monthly · quarterly
01
Phase One
See Clearly

You cannot steer what you cannot see. We begin by establishing financial visibility — accurate data, aligned books, and real-time dashboards that give you an honest picture of where you stand today.

  • Financial data accuracy audit
  • Chart of accounts alignment
  • Real-time KPI dashboard buildout
  • Cash flow visibility modeling
02
Phase Two
Focus Attention

With clarity comes the ability to prioritize. We identify the 2–3 financial drivers that truly shape performance and direct leadership attention where change has the greatest impact.

  • Profitability analysis by segment, project, or product
  • Margin trend identification
  • Working capital optimization
  • Strategic bottleneck diagnosis
03
Phase Three
Decide Intentionally

We translate financial data into clear priorities and provide the modeling and counsel that allows you to evaluate options clearly — and commit with confidence, not anxiety.

  • Decision-support financial modeling
  • Scenario and sensitivity analysis
  • Capital allocation strategy
  • Growth investment evaluation
04
Phase Four
Stay Oriented

Financial leadership is not a one-time project. We remain embedded as your strategic partner — monthly clarity, quarterly step-back, annual planning — so your financial seat is never vacant.

  • Monthly strategic CFO sessions
  • Quarterly board-ready reporting packages
  • Annual planning and budgeting
  • Exit readiness and value growth planning

We operate the financial seat
with discipline and authority.

This is not bookkeeping. This is not compliance. This is not part-time oversight. This is embedded financial leadership.

Most growth constraints are already
visible in the numbers.

High Tide Financial Leadership serves as the strategic financial partner for growth-stage service businesses. We operate the financial seat with discipline and authority — ensuring the numbers actively guide leadership decisions.

Most growth constraints are already visible in the numbers. We bring clarity to what is limiting scale — and structure the business to move beyond it. We do not add complexity. We eliminate wasted energy on the wrong priorities.

Our work includes designing accurate, timely, decision-ready financial reporting; identifying the 2–3 drivers shaping margin and cash flow; converting financial data into focused leadership priorities; and elevating decision quality across the organization. The result is not more reporting — it is a leadership team that operates with clarity, moves with intention, and makes decisions grounded in reality.

This is not fractional oversight. This is embedded financial leadership.

Financial leadership is not a report.
It is a rhythm.

Monthly clarity. Quarterly recalibration. Ongoing visibility into what is truly driving performance. Growth should strengthen a business — not strain it. The High Tide Financial Leadership System™ ensures the financial structure supports scale at every stage.

Monthly
Financial clarity and performance review — ensuring the leadership team is grounded in current reality.
Quarterly
Strategic recalibration and focus — stepping back from operations to evaluate trajectory and adjust priorities.
Ongoing
Continuous performance driver visibility — so emerging risks and opportunities surface before they become crises.
Cash is visible and predictable
Margins are understood and protected
Trade-offs are evaluated intentionally
Leadership conversations stay focused
Decisions actually get made
Growth strengthens rather than strains

How Engagement Works

We integrate directly into the leadership rhythm of the business. This is not a project engagement with a defined end date. It is an ongoing strategic partnership — present in the monthly review, engaged in the quarterly step-back, and active in the annual planning cycle.

We narrow priorities. Clarify trade-offs. Strengthen decision-making. The owner has a genuine financial partner at the table — not a report delivered after the fact.

The outcome is not more reporting.
It is stronger leadership.

Who This Is For

Service-based businesses with $5M+ in revenue that:

Have grown faster than their financial structure
Feel cash pressure without clear visibility
Operate with too many competing priorities
Rely on instinct instead of decision-ready data
Want real financial leadership without building a full internal CFO seat

If you are reviewing numbers but not being guided by them, we should talk.

Let's talk about
your business.

Whether you're preparing for a major decision, concerned about what your numbers are telling you, or simply ready for a strategic financial partner — start with a conversation. No pressure. No pitch. Just clarity.

High Tide
Financial Leadership

The best time to build financial visibility
is before you need it.

Led By
Crissy Fiscus, CPA, CEPA, CVGA
Lance Turpin, CPA
Best Fit
Service-based businesses with $5M+ in revenue ready to invest in financial leadership that moves the needle.
Industry Focus
Construction, contracting, healthcare, professional services, and growth-stage businesses.
Response
Within one business day.

Start the Conversation

We respond within one business day.