Simple Onboarding

Getting started is
straightforward

No software to configure. No complex setup. You talk to a former operator who understands your business.

Choose Your Path

FP&A & Strategic Finance

Reporting, profitability analysis, margin optimization, and strategic guidance.

Reports within days

Accounting & Close

Monthly close, financial statements, reconciliations, and data quality.

1-4 week takeover

Full Finance Office

Everything — accounting, treasury, reporting, and strategy.

2-8 week transition

FP&A & Strategic Finance

Your first report within two weeks

1

Discovery Call

We learn your business, your data, and what you're trying to solve.

Day 1
2

Data Dive

We dig into your financials — cash flow, margins, trends, and opportunities.

Days 1-3
3

First Analysis

You receive an initial financial picture with key findings and recommendations.

Within 1 week
4

Strategy Session

We walk through findings and map out a prioritized action plan.

Week 1-2

Accounting & Close

Seamless transition, no disruption to your business

1

Discovery Call

Understand your business, current accounting systems, and transition needs.

Week 1
2

System Access

Connect your accounting software, bank feeds, and key tools.

Week 1-2
3

Parallel Close

We run the close alongside your current process to validate quality.

Weeks 2-3
4

Full Takeover

We own the books. Clean financials on day one of each month.

Week 4

What You Get

Dedicated finance team
Monthly financial reports
Strategy calls
Direct communication

Our Commitment

Days
First analysis
1-4 wks
Accounting takeover
2-8 wks
Full Finance Office

Fast start. Seamless transitions. No compromises.

Ready to get started?

Talk to a former operator. No commitment.

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