Elementum insights

  • Build smart. Scale confidently.
    For founders, startups, and early-stage teams who need structure, visibility, and systems to operate at scale.

    What We Deliver:

    • Finance, HR, and Ops department setup

    • Internal controls, policies, and SOPs

    • Compliance checklists and workflows

    • Tool & system selection (ERP, HRIS, project tools)

    • Operational KPI design and dashboarding

    Great For:

    • Companies preparing for rapid growth

    • Teams without internal ops or finance leads

    • Founders wearing too many hats.

  • Transform finance into a strategic lever.
    For companies that need more than bookkeeping—strategy, visibility, and leadership-level decision support.

    What We Deliver:

    • Budgeting, forecasting & scenario planning

    • GAAP-compliant month-end close processes

    • Cash flow monitoring, burn rate tracking

    • Cap table management & board prep

    • Audit readiness & internal financial SOPs

    Great For:

    • VC/PE-backed companies preparing for a raise

    • Founders with limited financial infrastructure

    • Businesses scaling past QuickBooks or spreadsheets

  • Build culture, structure, and scalability.
    For teams formalizing their people operations, resolving HR inefficiencies, or aligning culture to performance.

    What We Deliver:

    • HR compliance frameworks and policy design

    • Role leveling, compensation benchmarking

    • Performance review systems

    • Organizational design and team structure

    • Onboarding, offboarding, and employee lifecycle support

    Great For:

    • Startups formalizing HR for the first time

    • Companies preparing for growth or re-orgs

    • Founders managing HR themselves

  • Drive mission-critical initiatives from idea to execution.
    For companies launching key initiatives or navigating strategic shifts without in-house project leadership.

    What We Deliver:

    • Strategic project design & milestone planning

    • Program Management setup

    • Cross-functional alignment and team oversight

    • Reporting, risk tracking, and deliverable dashboards

    • Hands-on execution & implementation

    Great For:

    • Founders with limited bandwidth

    • Mid-size companies launching multi-team initiatives

    • Teams needing operational follow-through

  • Executive-level expertise. Right-sized for your business.
    We provide embedded leadership for companies that need strategy, structure, and scale—but not a full-time hire.

    Fractional Roles Available:

    • Fractional COO – Operations strategy, department leadership, systems alignment

    • Fractional CFO – Financial modeling, board/investor reporting, controls setup

    • Fractional Head of People – Culture, compensation, performance systems

    • Fractional Program Director – Initiative design, delivery oversight

    • Fractional Integration Lead – Post-acquisition cohesion across functions

    Engagement Levels:

    • Advisory (10–20 hrs/month)

    • Hands-On (20–40 hrs/month)

    • Embedded Executive (40+ hrs/month)

    Great For:

    • Companies in transition or without internal leadership

    • Founders needing functional depth without full-time cost

    • Startups scaling fast, but needing senior strategy

  • Unify strategy, systems, and people—seamlessly.
    For companies undergoing mergers, acquisitions, or internal team integrations that require calm, clarity, and coordination.

    What We Deliver:

    • Integration planning & stakeholder mapping

    • Functional alignment across Finance, HR, IT, Ops

    • System consolidation & policy harmonization

    • Culture & communication alignment

    • Day 1/Day 100 KPI tracking and progress dashboards

    Great For:

    • PE or VC firms managing acquisitions

    • Businesses merging internal teams or departments

    • Acquired teams needing operational cohesion

  • Enhance any engagement with targeted add-on services:

    • Board & investor communications

    • Executive coaching or team workshops

    • System/tool stack audits

    • Internal reporting dashboards

    • Change management communications

    • Accounting & Bookkeeping Support: Elementum Essentials

Elementum insights
Engagement types

Foundation First. future Focused.
At Elementum Insights, we help businesses lay solid foundations and navigate growth with clarity and control. Whether you're launching, scaling, or stabilizing post-acquisition, we offer hands-on support tailored to your stage and structure.

We offer three engagement models which may be combined with Elementum Essential Engagements:

Project-Based Engagements

For clearly defined goals and fast-track outcomes.
Perfect for businesses with a specific challenge, initiative, or transformation milestone. Our project-based engagements are structured for quick wins, operational cleanup, and foundational buildouts—so you get results fast, without long-term commitment.

What It Looks Like:

  • Defined scope, timeline, and deliverables

  • Typically 3 to 12 weeks in duration

  • Fixed fee or milestone-based pricing

  • Ideal for system implementation, integration playbooks, or department buildouts

Great For:

  • Launching a new department or process

  • Preparing for a raise or audit

  • Executing a specific internal project (e.g., HR restructure, ERP transition)

Monthly Retainers

For ongoing support and strategic consistency.
When you need consistent guidance, accountability, and progress—but don’t require a full-time hire—our monthly retainer model keeps Elementum Insights by your side as an embedded thought partner.

What It Looks Like:

  • Rolling monthly agreement with defined deliverables

  • Ideal for monitoring metrics, managing team rollout, or supporting C-suite priorities

  • Flat monthly fee with regular checkpoints and support

  • Mix of strategic and tactical execution based on evolving needs

Great For:

  • Founders needing a sounding board and back-end support

  • Companies growing quickly and needing consistent ops/finance/HR oversight

  • Teams navigating multi-month change or integration

Fractional Executive Services

For senior-level leadership—without full-time overhead.
When your business needs C-level guidance but isn’t ready to hire full-time, we step in as your Fractional COO, CFO, Head of People, Program Director, or Integration Lead. We bring depth, strategy, and execution—embedded directly into your operations.

What It Looks Like:

  • Deep integration with your team, systems, and decision-making

  • Flexible bandwidth options (10 to 40+ hours/month)

  • Focused on leadership, transformation, and driving long-term outcomes

  • Custom scopes to match the evolving needs of your organization

Great For:

  • Early- to mid-stage companies needing executive-level ownership

  • Businesses in transition (post-acquisition, scale-up, reorg)

  • Founders who need trusted leadership in place—fast

See it for Yourself

Curious about the impact of working with Elementum Insights? Don’t just take our word for it—hear directly from the leaders and teams we've partnered with. Our clients share how our strategic, hands-on approach has transformed their operations, aligned their teams, and laid the groundwork for sustainable growth. Explore their stories and see what’s possible when foundation comes first.

Need essential services?

Let Elementum Essentials handle the numbers—so you can focus on the bigger picture. Whether you're just getting started or preparing to scale, our tailored bookkeeping services bring clarity, consistency, and confidence to your business. Explore Elementum Essentials

Not sure where to start?

Let’s talk. We’ll help you assess where you are and map out what will have the greatest impact—now and long term.