CFO & Controllership Advisory

FP&A Support

Senior FP&A horsepower for a CFO held to private-equity reporting standards.

OFFERING OVERVIEW

FP&A horsepower for a CFO who's overwhelmed or being held to private-equity reporting standards for the first time. Our team maintains the data work behind the forecasts, models, and KPI reporting the board expects through AI-enabled workflows, so our senior FP&A talent delivers insight on performance, cash, and growth trade-offs quickly and at a fraction of the cost of a new hire, working alongside your existing finance leader rather than replacing them.

Included capabilities

FP&A Support

FP&A capacity for the CFO who's suddenly held to PE-grade reporting standards.

Maintains forecasts, models, and KPI reporting for a CFO who is overwhelmed or being stood up to PE reporting standards.

Financial Model Set Up

A three-statement model built for how your board actually plans and forecasts.

Three-statement model tailored to the business for forecasting, scenario analysis, and cash planning.

KPI Package Build

The KPIs your board expects, tracked on a schedule you can set your calendar by.

Defines the operating and financial KPIs your board tracks and builds the recurring dashboards and reporting schedule that keep them current.

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Other Offerings within

CFO & Controllership Advisory

Outsourced CFO

A senior professional with Big Four and FP&A experience acts as your true CFO, owning the financial model, budgeting, cash runway, board reporting, and investor relationships. Expertise in AI tools lets our team move the reconciliations, variance analysis, and routine close tasks quickly behind the scenes, so the engagement is spent on judgment, strategy, and board preparation, CFO-level support at a fraction of the cost of a full-time hire.

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Full Suite Finance and Accounting

One team owning the entire finance function, from CFO-level strategy down to the transactional work that keeps the close clean: ongoing CFO leadership, GAAP controllership, accounts receivable and payable, and 1099 filings. Our team runs the reconciliations, invoice processing, and routine close tasks through AI-enabled workflows at every layer, so your senior finance leader spends the engagement on judgment and board readiness, one relationship covering the full function at a fraction of the cost of assembling several vendors.

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Outsourced Controllership

We own the accounting function and the monthly close, delivering audit-ready GAAP financials and clean reconciliations across the balance sheet, bank, and payroll. Our controllers run the transaction matching and reconciliation work through AI-enabled workflows, so their time goes to judgment and close review instead of data entry, keeping blue-chip controllership talent cost-effective for a growth-stage company. Every engagement starts with an assessment against GAAP, remediates what needs fixing, and stands the books up on repeatable systems and templates.

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Platform Finance

Built for PE-backed platform companies running a roll-up strategy. We act as the full finance back office for the platform and carry each add-on through the entire deal cycle: QoE, post-close support, systems integration, accounting remediation, sales tax remediation, and ongoing CFO and controllership, with income tax compliance included. Because the same team runs the diligence, the integration, and the monthly close, nothing is lost in a handoff, and each acquisition lands on the platform's systems reconciled to the databook it was underwritten on. Our team runs the routine work through AI-enabled workflows, so the platform gets institutional-grade finance coverage across every add-on without building the function in-house.

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