ABOUT uS

Strengthening the Financial Foundation For Sustainable Growth

Kaizen was founded to solve a challenge facing many growing manufacturers and brands: finance lags behind the pace of the business. After years of partnering closely with operators, we quickly understood how limited visibility, weak planning, and underdeveloped financial capabilities often hold back otherwise strong management teams.

Kaizen bridges that gap. By combining institutional finance experience with an operator’s mindset, we help consumer businesses build scalable financial systems, improve decision-making, and unlock growth.

Our Approach

Continuous Improvement, Tailored Solutions

Customization

No two businesses are the same. We tailor our services to fit your unique needs, understanding your industry’s nuances and aligning our strategies with your goals.

Collaboration

We view ourselves as an extension of your team. By working closely with you, we ensure that our financial guidance is actionable, transparent, and seamlessly integrated into your operations.

Innovation

Leveraging the latest in financial technology and data analytics, we modernize your finance function—improving efficiency, reducing risk, and opening up new avenues for growth.

Growing Manufacturers are Financially Underserved

Operations Scale — Finance Lags Behind

Staffing often prioritizes production and operations, leaving finance under-resourced.

Common Issues Plaguing Manufacturers

Limited team support for the CEO, CFO, and VP of Finance

Senior leaders manage a small, inexperienced finance department focused mainly on budgeting and reporting.

Inconsistent forecasting and poor financial visibility

Reliable financial reports are lacking, hindering the assessment of trends and key performance indicators.

Missed opportunities for refinancing or capital projects

Securing new debt or equity for growth is challenging due to constraints in time and resources.

High cost and inflexibility of W-2 hires

Budgeting for the additional payroll, taxes, and benefits make it difficult to recruit the necessary talent for FP&A.

We Upgrade Your Financial Capabilties

From clearer reporting to data-driven capital planning and forecasting, we help operators make faster, more informed decisions that set them up for long-term success.

How We Improve Your Financial Capabilities:
  • Budgeting tied to actual performance and business development goals
  • Rolling forecasts that evolve with the business
  • Dashboards and KPIs for weekly visibility
  • Support for financing decisions — from equipment to working capital
  • Scenario modeling, pricing strategy, and board-ready materials
Ready to build a better finance function? Schedule a call or send a message.





    Operational finance with an owner’s mindset.

    We focus on the financial levers that drive performance and long-term value.