CFO Advisory Services, Accounting, Identity, Brand Development

Soteris, an insure-tech machine learning company, first approached us with the need for accounting and CFO advisory services, but soon expanded their engagement with brand development, logo and identity development.


CMO Advisory Services, Fundraising, Naming, Branding, Website , Identity, UI/UX, Product Development

This insure-tech start-up is looking to streamline the chaotic world of E&S business insurance. They came to SHINE Management looking for a long-term, expert advice in developing and launching their brand and online platform.


CFO Advisory Services

Providing CFO advisory services; including accounting oversight, forecasting support and outside vendor interface and support.


CFO Advisory Services

Providing ongoing CFO advisory services for venture backed SaaS client, streamlining the planning process while providing solid financial advice and investor support.

Capital Management Corporation

Digital Advertising, Print, Email Marketing, Website Design

This Richmond Virginia based investment management firm (ranked #17 in the nation) was looking to upgrade its web presence and customer acquisition strategy to match its impressive industry credentials.

Market Research

SFO Advisory Services

Market Research began with a need to understand its lines of business and channels from a financial POV and later CFO advisory services




We bring a disciplined approach to understanding your unique challenges and success factors.


On a fractional or project basis, we’ll help you develop the plan and measurements to succeed.


We provide and manage the resources you need to get the job done.