Controller-level finance, delivered as a service.
Our services work together to give founders books they trust, operations that run autonomously, and real-time financials to support informed decision-making.
Accounting & Close
The monthly rhythm every growing business needs.
Accurate, reliable monthly financials delivered on time, every time. We run a disciplined close process so your books are an asset — not a liability — as your business grows.
What's included
- Full-cycle monthly close
- Accrual accounting
- Balance sheet reconciliation
- Month-end financial package
- Variance analysis and commentary
- Audit-ready documentation
Best for Founders who want financials they can plan from — timely, accurate, and decision-ready.
Finance Operations
The workflows behind the numbers.
Streamlined AP, AR, and cash operations that reduce friction, improve cash visibility, and keep your team focused on what matters. We don't just produce reports — we improve the operational layer that feeds them.
What's included
- AP/AR workflow design and implementation
- Vendor and customer onboarding processes
- Cash flow forecasting
- Expense management
Best for Founders whose finance function works but feels held together with string.
Systems & Automation
Finance infrastructure built to scale.
We design, implement, and optimize the systems that let finance keep pace with growth — from your first ERP migration to multi-entity consolidations. Less manual work. Higher accuracy. Infrastructure that grows with you.
What's included
- ERP selection and implementation (NetSuite, QuickBooks)
- System integrations (banks, payment processors, expense tools)
- Automation design (close workflows, approval flows)
- Chart of accounts redesign
- Multi-entity structure and consolidations
Best for Companies adding a new entity, integrating disconnected tools, or replacing manual processes with reliable automation.
FP&A & Reporting
The numbers your leadership team can act on.
Budgets, forecasts, and board-ready reporting built for founders and leadership teams. We turn the finance function into a decision-making tool, not a backward-looking record.
What's included
- Annual budgeting and quarterly reforecasting
- Board and investor reporting packages
- KPI design and dashboards
- Scenario modeling
- Audit support and preparation
Best for Companies preparing to raise, facing their first external audit, or scaling past the point where intuition alone works.
How we work together.
Fractional Controller
Ongoing, full-scope finance leadership. We run the close, manage the team, and partner with your leadership — as if we were on payroll, without the cost of a full-time hire.
Project-Based
A defined scope with a defined timeline. Systems implementation, audit presentation, multi-entity setup, books cleanup, first-audit preparation.