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CFO & Controllership Advisory

Full Suite Finance and Accounting

The entire finance function, one team, from board strategy to the daily close.

OFFERING OVERVIEW

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.

Included capabilities

Ongoing CFO

A true CFO owning your model, your board deck, and your investor relationships.

Embedded CFO / VP Finance owning modeling, budgeting, cash runway, board reporting, and investor relationships.

Ongoing Controllership

GAAP financials closed on time, every month, with the reconciliations to back them.

Owns GAAP accounting and the monthly close with audit-ready output and reconciliations across the balance sheet, bank, and payroll.

Accounts Receivable Processing

Invoicing and collections that keep your AR aging current instead of catching up.

Invoicing and automated collections with AR aging, applied accurately during close.

Accounts Payable Processing

Vendor payments processed inside the close, not bolted on beside it.

Invoice intake, approvals, and vendor payments within modern systems, integrated with the close.

1099 Filings

Contractor 1099s filed correctly and on time, every year.

Prepares and files annual contractor 1099s with compliant vendor documentation.

Other Offerings within

CFO & Controllership Advisory

Outsourced CFO

A true CFO who owns the model, the runway, and the board relationship.

Outsourced Controllership

Audit-ready GAAP financials, closed on time every month.

FP&A Support

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

Platform Finance

One team carrying every add-on from diligence through integration to the ongoing close.