Services

SMG Capital helps growth-stage businesses build financial clarity, install discipline, and operate with confidence. From onboarding and reporting infrastructure to FP&A, capital strategy, and hands-on support—we provide the financial foundation and strategic guidance leaders need to scale effectively.

Portfolio Onboarding Review
A one-time deep dive to understand your financial foundation and set the stage for scalable systems and visibility.
  • Evaluate existing systems, controls, and chart of accounts
  • Assess reporting quality, cadence, and clarity
  • Map out team structure and accountability gaps
  • Identify risks, inefficiencies, and blind spots
KPI Visibility Infrastructure
Build the backbone of reporting: the systems, dashboards, and metrics that help you operate with precision.
  • Link operational drivers to financial outcomes
  • Design reporting architecture and data flows
  • Implement dashboards that enable decisions
  • Train leaders to own and interpret KPIs
Foundation Services
Set up core infrastructure that unlocks discipline and control from day one. Designed for scale, not patchwork.
  • Establish bank accounts, payroll, payment rails
  • Implement bookkeeping, AP/AR, and monthly close
  • Structure chart of accounts and fixed asset tracking
  • Build accounting workflows that support visibility
Core Financial Operations
Install discipline through budgeting, forecasting, and performance reviews—built to scale with your business.
  • Create budget models and rolling forecasts
  • Build and maintain FP&A packages
  • Report on scorecards and SOP-level KPIs
  • Deliver month-end and YTD variance analysis
Strategic FP&A Support
Move beyond the numbers. Get insight into the “why” behind performance and align actions with long-term goals.
  • Diagnose root causes behind trends and variances
  • Design feedback loops with operators
  • Connect finance to operating strategy
  • Support board storytelling and scenario planning
Capital & Treasury Advisory
Support growth with smart capital planning and daily working capital control—before issues arise.
  • Model funding plans: equity vs. debt scenarios
  • Support fundraising with sources & uses planning
  • Manage cash flow, treasury, and liquidity forecasts
  • Strengthen AP/AR cycles and covenant management
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