01 / Know your numbers
Financial Clarity Diagnostic
Cash, profitability, working capital, controls, and management reporting, reviewed together in one actionable 90-day roadmap.
A focused starting point →
Strategic finance · Operational transformation
Clarity for today.
Leverage for tomorrow.
Growing businesses deserve more than financial reports. We bring CFO-level leadership, technical accounting expertise, and hands-on execution to turn complicated financial challenges into confident decisions.
Experience across
- Corporate finance & CFO leadership
- Big Four audit & advisory
- Complex operational systems
More than reporting
Every number tells a story.
We help you write the next chapter.
We look beyond the financial statements to understand how your business actually works. Then we build a clear path from today's challenges to tomorrow's opportunities.
See how we work →“We’re profitable. Why is our cash always tight?”
“Can we trust these reports before going to lenders?”
“Why does closing the books take so long?”
“Where are we leaving margin on the table?”
What we do
High-level thinking.
Ground-level execution.
We partner where financial decisions and business operations meet, with practical solutions designed around your stage, systems, and goals.
02 / Lead with confidence
Fractional CFO & FP&A
CFO-level support, forecasts, executive reporting, scenario planning, capital allocation, and financial leadership without a full-time CFO hire.
Ongoing leadership →
03 / Get capital-ready
Financing & Transaction Readiness
Borrowing-base preparation, lender diligence, data rooms, working-capital analysis, and financial support for strategic transactions.
Be prepared to move →
04 / Upgrade the engine
ERP, Close & AI Automation
Modernize financial workflows, reduce reconciliation bottlenecks, introduce controlled automation, and create reliable management insights.
Build smarter operations →
05 / Unlock value
Cash & Margin Performance
Identify pricing leakage, cost-to-serve issues, slow-paying accounts, spend inefficiencies, and opportunities to improve financial performance.
Translate insight into outcomes →
06 / Think longer term
Strategic Advisory & Education
Business planning, financial management coaching, management controls, acquisition readiness, and cross-functional decision support.
Build capability in-house →
Not sure where to start?
Discuss a diagnostic ↗Begin with a focused diagnostic. We'll identify the priorities together before proposing a broader engagement.
Our operating model
Understand. Prioritize. Execute. Measure.
We earn trust through clarity and accountability, so clients always know what problem we're solving and what happens next.
01
Discover
Understand your decision bottlenecks, financial priorities, data, and operating reality.
02
Diagnose
Verify the numbers, locate root causes, and quantify the opportunity where practical.
03
Implement
Work with your team to improve workflows, reporting, controls, and strategic choices.
04
Measure
Track milestones and agreed KPIs, adapt the plan, and leave your team more capable.
Meet the partners
Two complementary careers.
One aligned commitment.
Financial rigor meets operational leadership. Our founders combine executive-level corporate finance with technical advisory and transformation experience.
Danny Bazan, CPA
Co-Founder · Executive Finance & OperationsDanny Bazan, CPA, is a co-founder of Clinchstone Partners and a senior finance executive with nearly three decades of experience in corporate accounting, FP&A, controllership, capital strategy, and CFO leadership. He formerly served as Chief Financial Officer of New Horizon Medical Solutions, where he built foundational finance and administrative capabilities for a growing medical-products organization. His work spans general ledger and revenue-recognition design, financial controls, forecasting, cash-flow management, management reporting, and NetSuite implementation with billing and consignment-inventory workflows.
Previously, Danny served as Chief Financial Officer and Vice President of Finance at Aktiv Solutions, overseeing accounting operations, business planning, liquidity management, and systems transformation. His implementation experience includes NetSuite, Adaptive Insights, BlackLine, and SourceDay, with a focus on connecting operational workflows to accurate financial reporting and more efficient close processes. Across his executive roles, he has partnered directly with owners and leadership teams on performance improvement, capital allocation, financing strategies, and operational scale.
Danny has closed more than $200 million in asset-based lending facilities and brings hands-on experience with lender negotiations, collateral and covenant reporting, cash forecasting, and financing due diligence. Earlier at UFC, he served as Senior Director of FP&A and International Controller, managing planning across approximately $1.6 billion in combined revenue and expense budgets, 46 legal entities, and eight currencies. He supported financial planning and diligence in connection with UFC’s $4 billion sale, contributed to a cross-functional effort that shortened month-end close from 60 to 19 days, and supported a $58 million cost-savings plan.
His earlier career in energy and industrial services included finance and controller roles at Schlumberger, TAS Energy, Noble Corporation, and Unocal. Those assignments involved large-scale project controllership, consolidated and international reporting, complex operating budgets, external audits, and financing support, including a $40 million equity agreement at TAS Energy. Danny’s experience spans healthcare and life sciences, fitness, sports and entertainment, esports, energy and industrial operations, transportation, and utilities. A Texas-licensed CPA, he earned his degree in Accounting and Finance from Texas Tech University, with a minor in Economics, and is fluent in English and Spanish.
Connect on LinkedIn ↗
Homin Jung, CPA
Co-Founder · Strategic Finance & TransformationHomin Jung, CPA, is a co-founder of Clinchstone Partners and a finance and strategy executive with nearly a decade of experience spanning Big Four assurance, technical accounting advisory, transaction readiness, and operational leadership. He served as Vice President of Finance & Strategy at New Horizon Medical Solutions, partnering with senior executives on financial performance, revenue growth, liquidity, and strategic initiatives. His perspective brings together the scrutiny of an independent auditor, the technical capabilities of an advisory consultant, and the commercial accountability of an operating-company finance leader.
Homin began his career in PwC’s New York City practice, serving not-for-profit organizations, major universities, and biotechnology and biopharmaceutical companies. His engagements included financial statement audits, Code of Federal Regulations (CFR) reporting, Uniform Guidance compliance, and audit procedures involving university endowments and pension plans. Working across varied reporting frameworks and organizational structures developed his foundation in U.S. GAAP, internal controls, regulatory requirements, audit evidence, and the accuracy and completeness of financial information presented to boards, lenders, investors, and other stakeholders.
At CFGI, Homin advised life-sciences and growth-stage companies during periods of significant change, including SPAC and IPO preparation, U.S. GAAP-to-IFRS financial reporting conversions, complex accounting and reporting matters, internal-controls assessments, process redesign, and ERP implementation. He also provided interim senior finance-management support to Boston-based biotechnology businesses, working within client teams to strengthen reporting processes and execution capacity. His broader consulting work included payroll administration and evaluation of COVID-era tax-relief opportunities that produced meaningful savings for clients.
As an internal finance and strategy leader, Homin has helped translate financial information into decisions involving working capital, lender and asset-based loan diligence, customer and product profitability, revenue generation, expense management, and organizational performance. His work encompasses cash-flow analysis, management reporting, operating metrics, sales-commission frameworks, and cross-functional initiatives designed to improve financial visibility and execution. At Clinchstone, he helps clients prepare information that can withstand third-party scrutiny while ensuring it is equally useful to the people running the business—clarifying the story behind the numbers, the available choices, and the practical steps required to move forward.
Connect on LinkedIn ↗“We don't stop at explaining what happened. We help you build what happens next.”
Start a conversation
Let's get to the heart of your business.
Tell us what's keeping you up at night, whether it's cash, reporting, growth, a transaction, or a problem you haven't fully identified yet. We'll explore whether we're the right fit.
What happens next?
We review the basics, schedule a discovery conversation, and recommend a clear first step. No one-size-fits-all engagement.