Instinct got you here. Insight will take you further.
We help business owners turn momentum into structure, create clarity around growth, and build companies that are easier to run—and more valuable.
Is This You?
You’ve built something real—and you know it can go further. But growth feels murky, and you’re carrying too much of the weight alone. We help business owners at three key crossroads:
The Stalled Growth Stage
You’ve proven the model—but growth has slowed.
You’ve built a solid $1M–$10M business, but you’re still involved in every decision. The business can’t move without you, and it’s starting to show.
We help you build the systems, structure, and leadership rhythm to step back—without slowing down.
The Exit-Minded Owner
You want to sell—but the business isn’t ready.
You’re looking toward exit—or want to keep that option open. But right now, too much of the business lives in your head or your daily involvement.
We help turn founder-led operations into a buyer-ready business—so you protect and unlock the value you’ve built.
The Funded Startup
You’ve raised capital—and now it’s real.
You’re post–Series A and under pressure to deliver. But financials are muddy, systems are missing, and your GTM motion isn’t predictable yet.
We help you layer in financial oversight, sales structure, and forecasting—so your next round isn’t based on hope.
If this sounds familiar—let’s talk.
We help founders lead differently—so their business becomes easier to run, easier to grow, and ultimately more valuable.
The Stoneforge Approach: Structure That Honors Vision
At some point in every founder’s journey, instinct hits its limit.
The business is working. The idea has traction. But suddenly, growth feels harder.
You’re making more decisions—but getting less clarity.
You’re doing more—but feeling more reactive.
You didn’t build this business to be stuck inside it.
At Stoneforge, we help founders and CEOs navigate the messy middle—when the business outgrows its early instincts and needs something more.
We bring structure. Visibility. Strategic rhythm.
So you can stop carrying the whole thing on your back—and start leading again.
Whether you’re trying to reignite growth, prepare for an exit, or build responsibly after funding, we meet you where you are—with the clarity, tools, and systems to move forward with confidence.
We’re not consultants who hand you a slide deck and disappear.
We embed. We build. We stay close to execution.
Because when insight turns into structure, the business stops stalling—and starts moving with purpose.
At Stoneforge, we turn instinct into insight—and insight into intention.
That’s where real momentum begins.
“In the dense jungle of business, numbers are your most reliable guide—revealing hidden trails to greater rewards that conventional wisdom misses”
Our Framework: The Stoneforge 5 I’s
Growth isn’t a one-time shift. It’s a rhythm.
Every Stoneforge engagement is built around the 5 I’s Framework—a practical, repeatable way to move businesses from gut-driven hustle to strategic execution.
It doesn’t just help you get clear—it helps you stay clear.
1. Instinct – Feel
It always starts with the founder’s gut. That early drive, intuition, and hustle that got the business off the ground. We don’t dismiss that—we honor it. But we also know instinct alone can’t carry the business forever.
What do you already know—and where are you still guessing?
2. Insight – Confirm
We bring in data, pattern recognition, and strategic perspective. This is where we uncover what’s really going on—not just what it feels like. We show you the gaps, risks, and opportunities hiding in plain sight.
Let’s turn noise into clarity.
3. Intention – Commit
We align your leadership team around clear decisions. Not reactive ones. We help define what matters, why, and how to move forward—with priorities, not just pressure.
If everything’s important, nothing gets done. Let’s focus on what moves the business.
4. Implementation – Act
This is where most advisors stop—but we’re just getting started. We build the models, systems, processes, and rhythms that bring the strategy to life. Sales, financials, GTM—it’s all connected here.
Structure that sticks. Systems that work.
5. Inspection & Improvement – Complete
Businesses evolve. So should your strategy. We stay engaged—reviewing what’s working, what’s drifting, and how to improve. This phase is what keeps your business from slipping back into chaos.
You don’t just need a plan. You need a rhythm.
Why this Works
This isn’t theory. It’s the operating rhythm behind every successful Stoneforge client.
We use it across financial strategy, business design, and sales execution—because the best systems aren’t built in silos.
They’re built in sequence.
They’re built with intention.
And they’re built to evolve.
What We Do – Strategic Services Overview
What We Help You Build
Whether you’re wrestling with your numbers, overwhelmed by decisions, or stuck in a go-to-market grind, our work always comes back to one thing: building a system that runs with you—not because of you.
We work across three critical areas:
Strategic Financial Management
Your numbers shouldn’t confuse you—they should guide you.
We bring financial visibility, forecasting, and control to your business. Whether you need better budgeting, investor reporting, or help preparing for a sale, we turn your finances into a strategic advantage.
Clarity. Control. Better decisions.
Business Strategy & Leadership Rhythm
Too many businesses are led by pressure, not priorities.
We help define your vision, align your team, and bring structure to your decision-making. That means org design, strategic planning, and operating rhythms that keep your leadership focused—and your team moving.
No more chaos. Just clear direction.
Growth doesn’t come from activity—it comes from alignment.
We design and optimize your sales motion so it’s consistent, predictable, and built to scale. That includes positioning, process design, comp planning, and coaching your team toward results that stick.
Revenue with rhythm—and without founder heroics.
“What you measure, you can improve—and what you don’t measure simply doesn’t exist in your strategic reality.”
How We Work With You
Not every business needs the same kind of support. That’s why we meet you where you are—then walk alongside you until the system runs.
Whether you need high-level strategy, embedded execution, or help building systems your team can take over, we tailor our engagement to your stage, your goals, and your team’s capacity.
Advisory Partnership
You know what needs to be done. You just need a strategic partner to help you sharpen decisions, challenge assumptions, and bring financial and operational clarity.
Fractional CFO support
Sales & GTM advisory
Strategic planning sessions
Monthly or quarterly cadence
When you need outside insight to stay focused and move faster—without carrying it alone.
Embedded Leadership
You’re past the point of needing advice. You need someone in the trenches, helping you lead, fix, and build—without adding full-time overhead.
Interim leadership or fractional build-outs
Pipeline and revenue reviews
Financial reporting and forecasting
Sales process and team rhythm development
When you need someone who doesn’t just tell you what to do—but helps you do it.
Build & Transfer
You’ve got the team—but you don’t yet have the system. We help you build what’s missing, document what matters, and hand it back clean
Financial models and dashboards
Sales systems and comp plans
Strategic operating rhythms
Buyer-ready documentation
When you want to build something that lasts—without relying on us forever.
Not sure where to start? We’ll help you figure that out, too.
“The wisdom to blend gut instinct with hard data creates a strategic advantage that neither could achieve alone.”
The Legacy – What Are You Really Building?
This isn’t just about growth. It’s about what lasts.
A business that depends on you every day?
Or one that creates value—even when you’re not in the room?
Are you building something that survives quarter to quarter—
or something that can outlast you, grow without you, and one day be sold for what it’s truly worth?
At Stoneforge, we help founders create the structure, clarity, and leadership rhythm that turns a job into a company—and a company into a legacy.
You’re not just building a business. You’re building what comes next.
“Legacy isn’t found in one big decision—it’s forged in the way you lead every day.”
Results are our hallmark
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Peter Pike - Owner, Pike Law Frim
Kristina Walls was giving a talk when she said the words that are changing my life. “Do you work too hard, make too little money or have no time for yourself?” I answered yes to all three and recognized that I was running my law practice wrong.
Two months later, Kristina and James have helped me to institute protocols allowing me to see where my time is being wasted, how I can leverage technology and people to do the jobs that I should not be doing, and how to set up my marketing to reach the people that can help me grow my business. If this is what they have accomplished in just two months, I am excited to see where I am in one year! -
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Kim Kraemer - Founder and CEO, Waterhouse Brand
Waterhouse engaged Kristina as a fractional CFO and financial planning and analysis advisor at a critical juncture in our professional service firm’s life cycle. Beyond instituting financial controls and a more rigorous revenue and expense forecasting process, Kristina has served as an invaluable thought partner guiding hiring, compensation, benefits and other strategic planning initiatives critical to scaling our firm. I recommend her without hesitation!
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Ryan Porter - Founder & Co-Owner, Nai'a Naturals
Kristina works with me on the financial development of our business and our conversations are something I always look forward to – collaborative and insightful. The information they give me is great and the dashboards are fantastic.
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Prof. Moira Clay - Owner, Moira Clay Consulting
I reached out to Kristina to help me with cash flow and financial strategy for my consultancy. Kristina took the time to understand my enterprise aims. She guided me through a process that has demystified the financial management of my business. The positive impact of this has been immediate.
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![Abed Husseini]()
Abed Husseini CEO, Fotofetch
“Kristina has been supporting FotoFetch as CFO for the past 4 years and has been critical to our daily operations and management. I highly recommend Stoneforge for any businesses financial and business management needs. The experience set of Kristina's financial knowledge paired with James GTM and business acumen will be a significant asset to any operation looking to expand its brain trust in those areas.”
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![Craig Hauser]()
Craig Hauser - Owner, WindowWorks
James and Kristina’s holistic approach to business, sales, and and financial strategy has proven to be a fundamental cornerstone of my business. James has a unique ability to help me manage and navigate the emotional waves that comes with small business ownership. Feeling like I have an iron clad support system has given me the confidence to make informed decisions for the business in stressful times. Furthermore, he excels on helping you to create real distinction in your business and find your unique voice and message that speaks directly to your customers and creates a clear vision for you and your team to rally behind. Without the guidance, support, and strategy of Stoneforge, I would still be stuck in neutral. Instead, we've been able to grow by 25% so far this year! Thank you James and Kristina!
Let’s Build What’s Next
You’ve done the hard part—proving the idea.
Now it’s time to create the structure, clarity, and systems that take you further.
contact@stoneforgegroup.com
(941) 231-1971