Run world-class finance.
Without building the team.
Former PE operators and Harvard MBAs who've built $100M+ companies — delivering the complete finance function growing businesses need.
Accounting. Cash management. FP&A. Strategic advice. One team. One invoice.
Or talk to us directlyThree ways to work with us
Month-to-month. No long-term contracts.
Accounting & AP/AR
Clean books you can actually trust.
Close your books in days, not weeks. Accurate statements you can make decisions from — and show to your board, your bank, or a buyer.
- Monthly close & financial statements
- Transaction processing & coding
- Bank reconciliations
- AP/AR & collections
FP&A & Reporting
Find the profit you're leaving on the table.
We dig deeper than traditional FP&A — finding cost inefficiencies, revenue leakage, and margin opportunities you'd miss without a full-time team.
- Monthly financial reports with narrative
- Revenue structure & cost analysis
- Hidden profit opportunity identification
- Cash flow & margin optimization
Full Finance Office
One vendor. One team. Complete finance function.
Everything your finance team would do — plus the strategic perspective you need. One invoice. One relationship. No more vendor chaos.
- Complete accounting & close
- Treasury & cash management
- FP&A & strategic advisory
- Board-ready reporting
Components can be purchased à la carte and are custom-priced based on scope. Most clients take the Full Finance Office bundle.
Not sure which fits your situation?
If you're a CEO
You've built something real. But financial clarity feels out of reach.
- Complete finance office: accounting, treasury, reporting, strategy
- Former PE and operator CFOs who focus on value creation
- We find profit opportunities that pay for the service many times over
If you're a CFO or Controller
You're brilliant at strategic finance. Your time is being wasted on data compilation.
- We handle the heavy lifting — automated data pipelines, reconciliations
- Custom AI that finds anomalies and optimization opportunities
- More time for strategy, less for compilation
If you're a Fractional CFO
You want to serve more clients at a higher level. Manual work is holding you back.
- AI-powered foundation that scales your delivery capacity
- Automated reporting and dashboards for your clients
- Handle more clients without sacrificing quality