Service — 05
Custom financial tools, workflow automations, and full business applications built to eliminate manual effort, modernize your operations, and give your team back the time they need to grow.
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Off-the-shelf software rarely fits perfectly. Most businesses end up working around their tools — exporting data, copying between systems, manually reconciling reports that should generate themselves. The Fery Group builds the custom solutions that close those gaps.
With a rare combination of financial expertise and software development capability, Maxwell T. Fery designs and builds tools that are grounded in how businesses actually operate. From lightweight automations to full-featured web applications, we deliver solutions that your team will actually use.
We've built solutions for clients across Oregon, California, Washington, and remotely nationwide — including event management platforms, financial reporting tools, workflow automations, and custom integrations.
Long-range financial planning aligned with your business goals and market position.
Investor-ready financials, board decks, and KPI dashboards that tell your story clearly.
Financial modeling, due diligence prep, and pitch support for debt or equity raises.
Proactive cash flow forecasting and liquidity management to keep you ahead of your runway.
Rolling forecasts and annual budgets built for accuracy and scenario planning.
Financial due diligence, valuation support, and transaction preparation for acquisitions or exits.
Even a small shop can benefit from a simple automation or a purpose-built tool that saves hours every week. We scope every project to your actual needs and budget — not a one-size-fits-all package. We commonly work with:
What makes our development work different is the financial lens we bring to every project. We understand the data, the workflows, and the reporting requirements — which means we build tools that fit the way financial and operational teams actually work, not just what a developer imagines they need.
We scope every project with a discovery phase, deliver iteratively with your feedback built in, and provide documentation and training so your team owns the solution long-term. We work with modern web technologies, cloud platforms, and API integrations — and we prioritize solutions that are maintainable and scalable.
Our fractional CFO service works seamlessly alongside our broader offerings.
No sales pitch. Just a straightforward conversation about your business, your goals, and whether The Fery Group is the right fit.
Or reach us directly at [email protected]