For small and mid-sized businesses
Big-company finance and technology, without the big-company cost
We give owner-led companies the CFO leadership, dashboards and AI automation large companies rely on. Routine work runs itself, so you spend less time on operations and more on revenue, profit and strategy.
Schedule a free 15–30 minute Zoom callThree ways we help
Every engagement starts with the result you most want to improve over the next 90 days.
Clarify Strategy & Funding
Growth options, market expansion, financing needs, succession, acquisition or exit readiness.
Profitability & Cashflow
Margin leaks, operating bottlenecks, workflow inefficiencies and cash flow gaps.
Grow Revenue & Mix
Sales visibility, follow-up discipline, conversion tracking and growth execution.
Areas we can assist
Your accountant keeps the books accurate, looking back. We turn the same numbers forward — each column below sits under the matching question above. None of it holds without a system running week to week: where one isn't in place yet, our product Mt Tyree becomes the foundation it runs on.
Capital & financing readiness
Numbers a lender or investor will ask for. Ready before the conversation.
Growth & strategic decisions
The financial case behind the big call — new location, hire, acquisition.
Cash flow & burn rate
Rolling 13-week cash forecast. Know how many weeks of cash you have — and what changes it before a crisis.
Margin & pricing clarity
Product, customer and job drill-down. Flag alert points.
KPI & review rhythm
The few numbers that run the business. Reviewed on a set cadence.
Risk & concentration
Customer concentration and key-person dependency, quantified. Flagged before they're a crisis.
How we work together
Small, measurable steps that build trust before any long-term commitment. This is a rhythm, not a one-time fix.
Free fit consultation
A free 15–30 minute Zoom call. We learn your priorities and tell you plainly whether we can help.
30-day pilot
We identify and implement one high-leverage improvement, then hand you a 90-day roadmap.
Monthly advisory
A steady CFO rhythm: business reviews, KPI & continued system improvements — cadence that holds the business accountable, month after month.
We work alongside your team. We don't replace your accountant, bookkeeper, controller or tax advisor. We turn your financial and operating data into clearer decisions, better systems and measurable improvement.
Our automation product
Mt Tyree
Mt Tyree turns your spreadsheets & forms into a web app: no retyping, dashboards and follow-ups built in, and you just review & approve.
See Mt Tyree case studiesAbout the founder
Kevin Lee
Kevin Lee has served as CEO and CFO of a private-equity-backed portfolio company, built on a corporate and investment banking career across diverse industries and hands-on business process reengineering work. That mix — having run a business, not just advised one — is what lets Mt Vinson Associates connect strategy, finance and execution.
Schedule a free 15–30 minute Zoom call
Tell us what you want to improve. We'll set up a free 15–30 minute Zoom call.
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