Financial leadership, without a full-time finance hire.
For businesses that have outgrown a bookkeeper but aren't ready for a full-time controller or CFO, we provide the accounting infrastructure and financial oversight that stage requires.
Virtual CFO
Ongoing financial leadership — cash flow forecasting, board and investor reporting, budget-to-actual review, and capital planning — delivered on a fractional basis. Typically structured as a recurring monthly or biweekly engagement, with the VCFO attending board meetings, leading fundraising financial diligence, and serving as the client's primary financial point of contact with lenders and investors.
Outsourced controllership and monthly close
Full-cycle bookkeeping oversight, monthly close management, reconciliations, and management reporting packages built around the metrics that matter for the business. The controllership function sits above day-to-day bookkeeping — reviewing entries, managing the close calendar, and ensuring the books are ready for lender, investor, or audit review at any point, not just at year-end.
Technical accounting advisory
US GAAP position memos on revenue recognition (ASC 606), lease accounting (ASC 842), equity transactions, business combinations, and other technical questions that come up between audit cycles. Memos are written to the standard expected in an audit file — issue, guidance, analysis, and conclusion — so they hold up under auditor review rather than serving only as internal notes.
Accounting system implementation
Chart of accounts design, close-process design, and QuickBooks Online / Xero implementation for businesses standing up their finance function for the first time, or migrating off a legacy system. Implementation includes historical data migration, integration with banking and payment feeds, and documentation of the close process handed over to the client's own team where the engagement doesn't include ongoing bookkeeping support.