AI in process
Our team runs reconciliations, variance analysis, and close tasks through AI-enabled workflows. Your senior finance professional focuses on strategy, board prep, and analysis.
For CEOs & CFOs
Institutional-quality finance, sized to your company.
Senior, sector-experienced finance leadership for PE-backed companies, with board-ready financials every month from a team that runs the routine work through AI-enabled workflows.
The problem we solve
You need a senior finance partner before you can justify a full-time hire, and the finance function is behind.
We place a professional with Big Four and FP&A experience who knows your sector. Our team runs the routine work through AI-enabled workflows, so your engagement is spent on judgment, not processing time. For CEOs, we are experienced managing investor relationships and keeping the board satisfied, so you can focus on the business.
Reconciliations
Variance analysis
Close tasks
Reconciliations
Finance support across your company
You get the finance function, not a seat to define.
You get the finance function, not a seat to define.
One senior lead owns the relationship and the team behind them scales as the work changes: a heavier build early, a steady close after that, more capacity when you are in an audit or a raise. Leadership, the monthly close, the systems, and tax all sit with one team.
01
Assessment (FORA)
A financial operations and reporting assessment that grades where your close, controls, systems, and reporting stand today, then prices the fix before you commit to anything larger. This is the usual starting point.
02
Outsourced CFO & Controllership
Senior, sector-experienced finance leadership and a clean monthly close from a full-suite team rather than a single hire, with FP&A, board reporting, and day-to-day accounting under the same roof.
03
Back Office Automation
ERP implementation, data migration and remediation, system and process integration after an acquisition, and FinOps AI automation that takes manual work out of the close.
04
Company Tax
Income tax compliance and ASC 740 provisions, sales-tax exposure and remediation, R&D credits, and an SME on call for one-off items, run alongside the finance function rather than by a separate firm.
05
Surge Support
Short-term senior capacity when you are mid-audit, mid-raise, or between finance leaders, including audit readiness ahead of a first or lender-driven audit.
06
Platform Finance
One team as the full finance back office for a roll-up platform, carrying every add-on from diligence through integration to the ongoing close, with income tax compliance included.
For CFOs already in seat
The same team can take the close, the systems work, and tax off your plate, so your own time goes to the board, the lenders, and the operating plan.
Everything we provide CEOs and CFOs
One senior team across accounting, finance, systems, and tax.
Start with the assessment, or with whatever is most urgent today. Add leadership, systems, and tax as the company grows. Every card links to the detail behind the work.
Leadership & the monthly close
Systems, automation & readiness
- A scoping callWe map the finance function, the gaps, and what your board and investors need.
- A senior lead assigned at kickoffAn experienced finance professional owns the relationship from day one.
- A clean onboarding and accounting assessmentAccounting, systems, and processes are reviewed before the work scales.
- Board-ready financials, every monthFinancials close on time, on a predictable monthly cadence.
- A senior lead who staysBig Four and FP&A trained, assigned at kickoff, and owns the relationship throughout.
- Finance, systems and tax in one teamThe close, the ERP work, and the provision sit with one group.
- Sector experience from day oneWe have run finance inside your industry's revenue model before.
