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.
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.
Technical accounting advisory
US GAAP position memos on revenue recognition, lease accounting, equity transactions, and other technical questions that come up between audit cycles.
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.