- Our Services
Everything a finance function does. None of the headcount.
Accounting Operations
The monthly engine of your finance function — run by people who close books for a living, not a rotating offshore queue.
- Full-cycle monthly close on a fixed calendar
- AP, AR, billing, collections and cash application
- General ledger ownership and reconciliations
- Documented close checklist you can hand to an auditor
Compliance & Tax Filings
Filings are cheap to do on time and expensive to fix late. We track the calendar so you never find out from a penalty notice.
- Federal and state income tax returns
- 1099s, Form 3921, sales and use tax
- Delaware franchise tax and state annual reports
- Multi-state registration and nexus tracking
Payroll & People Operations
Payroll touches tax, equity, benefits and compliance at once. We keep those connected instead of spread across four systems nobody owns.
- Payroll administration and reconciliations
- Onboarding and offboarding workflows
- Benefits, 401(k) and PTO policy administration
- Contractor classification and state registrations
Financial Reporting
A reporting pack that answers the questions your board is actually going to ask, delivered before they ask them.
- Monthly reporting packages and board decks
- Technical accounting memos and revenue recognition
- Variance analysis against plan
- Audit preparation and auditor support
FP&A and Forecasting
A model you can actually run scenarios in — not a static spreadsheet that goes stale the week after it is built.
- Annual budgets and rolling forecasts
- Driver-based models and scenario planning
- Cash flow forecasting and runway tracking
- Headcount planning and hiring cost modeling
Fractional CFO
A senior finance partner in the room for the decisions that set your next twelve months — pricing, hiring, raising, spending.
- Capital strategy and runway management
- Pricing, margin and unit economics review
- Board and investor relationship support
- Operating cadence and KPI definition
Fundraising & Investor Relations
Investors will pull your numbers apart. Better that we do it first, on your timeline, than that they do it on theirs.
- Data room build and diligence readiness
- Financial model and cap table support
- Board presentations and investor updates
- Support across seed through growth rounds
Revenue Operations
Most cash problems are collection problems. We fix the process between closing a deal and the money arriving.
- Billing accuracy and invoicing hygiene
- Collections process and DSO reduction
- Dispute tracking and resolution
- Revenue recognition and contract review
AI & Automated Workflows
We automate the parts of finance that do not need judgment, so our senior time goes to the parts that do. A person reviews everything before it reaches you.
- Automated receipt capture and transaction matching
- AI-assisted categorization and anomaly detection
- Scheduled reporting and alert thresholds
- Workflow automation across your existing tools
ERP & Systems Foundations
Most finance pain is a setup problem from two years ago. We build the structure now so it still works at three times the size.
- Accounting system setup, cleanup or migration
- Clean chart of accounts and reporting dimensions
- Role-based access, approvals and audit trails
- Integrations across billing, banking and payroll
Dashboards & Data Visualization
One live view pulling from your ERP, banks and billing — so you can check the number yourself before a board call.
- Cash, collections and burn in a single view
- Unit economics and cohort reporting
- Automated alerts for thresholds and anomalies
- Custom KPI dashboards by function
Risk, Controls & Corporate Support
The governance layer that keeps growth from creating exposure — and the corporate housekeeping founders tend to defer.
- Internal controls and approval policy design
- Grant compliance and federal reporting
- 409A valuations and equity administration
- Insurance, banking and counsel introductions
- How an engagement runs
Fix the floor. Then build on it.
Diagnose
A short review of your books, systems and calendar. We tell you what is actually broken, not what is easiest to sell.
Scope
A written scope: services included, who does the work, and what it costs each month. No bundling you into services you do not need.
Run
We take over the work on a fixed cadence. Coverage flexes up during a raise or an audit and back down afterward.
We work in your stack — or build you a better one
We adapt to what you already run, implement the right tools where you do not, and keep the whole stack integrated and cost-efficient. No forced migrations unless the system itself is the problem.
- Technology partners
- Accounting & ERP: QuickBooks · NetSuite · Xero · Sage Intacct
- Payroll & people: Gusto · Rippling · Justworks · Deel
- Spend & cards: Brex · Ramp · Expensify
- AP & banking: Bill.com · Mercury
- Billing & revenue: Stripe
- Equity & tax: Carta · Avalara
- Reporting & CRM: Power BI · HubSpot
Not sure which of these you need?
That is usually the right reason to call. Send us a note and we will come back with the two or three things worth fixing first.