CFO & Controllership Advisory

Outsourced Controllership

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

OFFERING OVERVIEW

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.

Included capabilities

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.

Accounting Master File Set Up

A chart of accounts and close process built to run the same way every month.

Designs the chart of accounts, policies, and repeatable close on Exbo systems and templates.

Onboarding & Accounting Assessment

Every engagement starts with a clear read on where your accounting stands against GAAP.

Evaluates current accounting, systems, and processes against GAAP at onboarding, with light opening-balance remediation.

Accounting Remediation

We clean up the historical accounting, so the go-forward numbers can be trusted.

Cleans up historical accounting, rebuilds balance-sheet schedules and the P&L, and transitions books to a clean GAAP baseline.

Financial Package Stand Up

One monthly package your management team and your investors both rely on.

Standardized monthly reporting package (P&L, balance sheet, cash flow, variance analysis) for management and investors.

“a call out text that is general or fits this capability”

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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FP&A Support

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.

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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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