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ChurchillTerry
Schedule

Expertise

Money

Financial Clarity That Shapes Enterprise Value.

We handle your business finances so you can focus on what you do best. Our team provides comprehensive support from day-to-day finance operations to forecasts, capital readiness, and interim leadership — we build the discipline owners need to manage cash, explain performance, and make the next decision with confidence.

What we do

Money services

Client Success

Featured Stories of Growth and Transformation

Guardian Health Systems — Healthcare / Pharmacy

Building Consolidated Financial Visibility Across a Multi-Location Pharmacy

As Guardian Health Systems grew into a multi-location operation, its financial infrastructure had not kept pace with the business, leaving the owner without a reliable, consolidated view of performance across locations.

  • Money
Read more
All results

FAQ

Here are the Facts

Are you a CPA firm?
No. We are an advisory and operational finance firm. We collaborate with your CPA and tax counsel but do not replace licensed tax services.
Do you replace our bookkeeper or work alongside them?
Either. Most often we keep your in-house team and add the senior layer above it—controller review, forecasting, and reporting owners can actually use. Where the records need rebuilding, we take the function on, clean it up, and hand back a process your team can run.
Can you get us ready for a lender or investor conversation?
Yes. Forecasts, normalized historicals, covenant models, valuations, and investor materials are core work—and we will sit in the room with the bank or the investor when that helps.
How quickly can you start?
For urgent needs we can be embedded remotely or onsite within 72 hours. Typical kickoffs are 1–3 weeks after SOW execution.
Will you sign an NDA?
Yes. Confidentiality and data security are standard.

The Process

How an Engagement Works

Every engagement runs through the same four phases, and the senior team that runs discovery is the team that executes. What changes is how much of the lift sits with us.

  1. 01

    Discovery

    We sit with the owner and the management team, read the numbers, and listen to where the business actually hurts — not where the org chart says it should.

  2. 02

    Diagnosis

    We separate the symptom from the cause and say so plainly, including when the answer is smaller than you expected or sits somewhere you were not looking.

  3. 03

    Plan

    A prioritized plan with owners, sequence, and the financial consequence of each move, sized to what the team can absorb while the business keeps running.

  4. 04

    Execution

    We stay and do the work with your team, then hand back a process your people own. The same senior team stays with you through all four phases.

Project, retainer, or embedded

Project
A defined piece of work with a start and an end — a planning sprint, a clean-up, exit readiness, a diagnostic.
Retainer
Ongoing senior support at an agreed cadence, for owners who want the advice and the reporting discipline to continue.
Embedded
One of our operators sits inside your team in a line role — interim CFO, controller, or practice lead — until the capability is yours.

Engagement scope, hours, and pricing are defined in the Statement of Work.

ChurchillTerry advisors working through a plan with a client team around a whiteboard
Discovery, diagnosis, plan, execution — the same senior team stays with you through all four.

Contact Us

Get the Support You Need

Tell us where your company is in its lifecycle and what’s keeping you up at night. One of us will run point and come back with a clear plan.

I need help with

Confidential. We’ll respond within one business day.

Located in Dallas-Fort Worth, TX

5068 W Plano Pkwy Ste 202
Plano, TX 75068

972-361-0110