Financial Operations for Growing & Transitioning Companies
Build a stronger back office — so you can scale with confidence.
Core Accounting & Compliance
Accurate books. Reliable data. Peace of mind.
What We Provide:
Accurate Bookkeeping & Cleanup
From daily transaction coding to monthly close, and from cleaning up inconsistencies to bringing your books up to standard, we ensure your finances are complete and audit-ready.
GAAP-Compliance & Audit Prep
Preparing for a formal audit or due diligence? Align your accounting with Generally Accepted Accounting Principles (GAAP) to give stakeholders confidence in your numbers.
Optimize Internal Controls & Processes
Assess risk in your current processes and implement practical internal controls to safeguard assets, prevent errors, and increase trust in your reporting.
Controller Services
The financial oversight growing companies need – without hiring full-time.
What We Provide:
Fractional Controller Services and Financial Oversight
Provide controller-level oversight tailored to your size and stage, whether you’re scaling operations, reporting to investors, or preparing for an exit.
Executive-level Guidance to Enhance Performance
We provide executive-level financial guidance to help you in sharpening strategy, optimizing cash flow, and driving the metrics that matter most to your business.
Month-End Close Support
Oversee the close process, ensuring reconciliations, journal entries, accruals, and other activities are performed accurately and on time.
Operations & Process Management
Repeatable systems for consistency, compliance, and scale.
What We Provide:
SOP Development & Implementation
Document your processes step-by-step, establishing clear roles, approvals, and workflows, to ensure operational consistency even as your team grows or changes.
Process Redesign for Efficiency & Accuracy
We streamline processes to reduce delays, avoid manual errors, and eliminate bottlenecks by optimizing approval flows, automating data handoffs, and refining reconciliation steps.
Internal Controls Documentation & Compliance Support
Identify where current processes fall short of compliance or expose your business to risk, then implement internal control frameworks to meet legal and stakeholder expectations.
Management & Reporting
Turn raw numbers into strategic insight.
What We Provide:
Monthly & Quarterly Reporting For Stakeholders
Reporting packages for management, lenders, and investors that clearly explain how the business is performing — on paper and in context.
Budgeting, Forecasting, & Variance Analysis
We’ll support the creation and ongoing management of your budget, and connect performance to business drivers, helping you adjust quickly when actuals diverge from the plan.
Cash Flow Management & Short-Term Planning
Monitor inflows, outflows, and available cash daily and weekly, ensuring your business maintains liquidity while funding critical priorities.
Financial Systems & Processes
The right tools, configured the right way.
What We Provide:
System Implementations & Migrations
As experts in many software and ERP systems, we lead or support the system selection and migration process to ensure minimal disruption and maximum impact.
Accounting Software Assessments & Process Optimization
We evaluate whether your current tools are helping — or hurting — your team’s productivity, and optimize configurations, integrations, and workflows to match your needs.
Workflow Setup, Automation & Team Training
Automate repetitive processes (e.g., approvals or reconciliations) and train your team to operate with new systems and tools, ensuring easy adoption and long-term success.
Infrastructure & Talent
Build a finance function ready for what’s next.
What We Provide:
Evaluation of Org Structure & Staffing Needs
Assess your current team’s capabilities and coverage, then recommend adjustments or additions — whether that’s hiring, outsourcing, or upskilling key roles.
Recommend Tools & Systems to Support Scale
Align your tech stack with your growth trajectory, helping you choose the right tools for accounting, FP&A, payroll, expense management, and reporting.
Mentorship & Training for Accounting and FP&A
From basic accounting principles to advanced reporting and analysis, we coach and mentor your staff to improve performance and confidence.
From Messy Operations to Structured, Scalable Systems
With our support, your financial operations will become a source of clarity, control, and momentum — instead of something that keeps you up at night.