OSource
From planning and automation to compliance and capital, we drive results, not just reports.
At Osource We don’t just advise, We execute
We help companies drive outcomes across Planning, Profits, Process & People, by integrating fractional CXO leadership with full-service delivery teams across finance, operations, compliance, HR, and tech.
Whether you're a startup seeking structure, a growth company scaling up, or an enterprise navigating change, we deliver real transformation, from strategic planning to hands-on execution.
Our Core Services
Who We Help
Startups
Early-stage companies looking for structured financial planning, investor engagement, and scalable back-office.
Startups
- Advisory on financial planning and compliance.
- Bookkeeping and reporting setup.
- Investor engagement and pitch support.
- Back-office and payroll management.
- Foundation for scalable growth.
Growth-Stage Businesses
Companies preparing for Series A/B, M&A, or expanding operations, we help organize, report, and execute.
Growth-Stage Businesses
- Strategic planning for fundraising, expansion, M&A.
- Automated process and control setup.
- Risk management and internal audits.
- Interim/fractional CXO roles.
- Advanced back-office execution.
Large Enterprises & MNCs
Project-based support for CFOs — ERP transitions, audit clean-ups, margin improvement, internal control implementation, and more.
Large Enterprises & MNCs
- Dedicated project support: ERP, audits, compliance.
- Margin improvement and cost optimization.
- Short-term team extension for high-volume tasks.
- Internal controls and regulatory alignment.
- Execution of non-critical, high-effort projects.
The 3x5 Approach
A thoughtful, step-wise engagement approach that delivers both speed and scale.
From a free conversation to long-term execution, our 3x5 Model structures the journey into 5 clear phases- each building confidence, clarity and outcomes.
3 HOURS
The ConversationA free, no-pressure session to exchange ideas and see if there’s a fit.
- Understand your challenges and growth goals
- Share how we’ve tackled similar issues
- Identify area where we can help
Goal: Build mutual trust, share insight, and explore fit
3 DAYS
Discovery SprintWe get inside your data, your team, and your systems.
- Review existing processes and numbers
- Pinpoint critical pain points
- Draft a custom engagement model
Goal: Diagnose quickly, align on scope and tentative fee
3 WEEKS
Roadmap DesignWe craft a clear action plan with solutions, systems and structure.
- Map out strategy, team changes, and tech needs
- Create financial models and KPIs
- Prioritize actions for the next quarter
Goal: Design a roadmap from where you are to where you need to be
3 MONTHS
Execution BuildoutFull-scale implementation of the plan with our fCXO delivery teams.
- ERP cleanup, SOPs, dashboards
- Team restructuring, investor readiness
- Ongoing reporting and accountability
Goal: Deliver tangible results, fast
3 YEARS
Strategic PartnershipFor long-term engagements, we stay involved.
- Monitor performance metrics
- Refresh strategy each quarter
- Support fundraising or M&A
Goal: Be your trusted partner through scale, transition, or exit
How We Deliver at Scale
Build Your Future-Ready Operation
Reduce costs, increase valuation, and enhance client confidence. Start with a simple audit to identify your biggest opportunities for growth and efficiency.