We build the systems, close the books, and deliver the strategies that get you where you want to go — we do that so you can focus on what you do best.
The processes that worked before break down as you grow or technology changes. Manual spreadsheets, delayed closes, and missing visibility into key metrics stall decisions and limit investment.
Books taking 3+ weeks to close means you’re making decisions on stale or inaccurate data. Potential for missed opportunities if you don't know your financial picture.
You can’t answer basic questions about burn rate, runway, or unit economics without digging through spreadsheets. Every task feels like reinventing the wheel.
You’re not GAAP-compliant and are leaving money on the table. Tax filing is always a hurdle.
The CEO should be driving strategy, not reconciling figures. Let your teams execute with help from Divide.
Workflow automation, tech stack optimization, and process design. We identify the bottlenecks that are costing you time and money, then build systems to eliminate them.
Strategic financial leadership without the full-time hire. Capital allocation, runway modeling, cash flow forecasting, and board-ready reporting that gives investors confidence.
GAAP-compliant books that are audit-ready, organized, and closed on time. We handle the day-to-day so your financials are always investor-grade.
Legacy Services Company — Bay Area, CA
Client had no visibility into its customer lifetime value or the relative profitability of its client base.
Margin data was inconsistent, there was no centralized source of truth for contract economics, and service categorization was too loose to support strategic decisions.
The client lacked the tooling to answer questions like "which clients are worth acquiring more of?"
Built a CLV model using methodology developed in partnership with client for valuing nascent businesses, delivered as a packaged Excel workbook.
The model calculates gross and net CLV per client (incorporating discount rate, growth rate, margin, and CAC), with visuals mapping input-output correlations across industry, service type, and acquisition year.
Delivered ahead of schedule, under-budget, and with ongoing support as needs grow.
I've spent over 10 years in finance and operations, working with companies of all sizes. My background spans across functions and industries, and I've found that I thrive when I'm solving your toughest problems. Divide Advisory exists so that you can stop burning time on back-office work that should be systematized.
I don't just advise — I implement. From setting up automation stacks to redesigning workflows, I provide the technical expertise to compound your team's effectiveness. My goal is to build the financial infrastructure that lets you focus entirely on growth.
Book a free 30-minute discovery call. We’ll audit your current setup and show you exactly where the friction is — no commitment required.