Services

Six service lines, one accountable team.

Each can be engaged as a standalone offering or bundled into a fully managed pod tailored to your operations.

01

Accounting Operations

Full-cycle accounting delivered by a dedicated team. We take ownership of the day-to-day ledger work so your close is predictable and your books are always current — not reconstructed at quarter-end.

What we handle

  • Accounts payable and accounts receivable
  • Bank and account reconciliations
  • General ledger maintenance
  • Month-end and quarter-end close
  • Financial reporting packs

Systems

  • Certified in NetSuite, QuickBooks, and Xero
  • Experienced in SAP and BlackLine
02

Financial Modeling

We build the models that support fundraising conversations, expansion decisions, and long-range planning. Every model ships with a documented assumption set, so the numbers hold up under scrutiny.

What we handle

  • Projected financial statements
  • Feasibility studies
  • Break-even analysis
  • Capital investment modeling
  • Scenario and sensitivity planning

Built for

  • Fundraising conversations
  • Expansion decisions
  • Long-range planning
03

Automation and Workflow Design

We identify the highest-friction points in your operations and rebuild them as systems that scale. The goal is not to run your existing process faster — it is to remove the manual steps entirely.

What we handle

  • Custom Excel and Google Sheets automation
  • ERP workflow optimization
  • AI-assisted automation and workflow tools
  • Friction-point analysis across operations

Typical result

  • Up to 90% reduction in manual processing time
04

CFO-Lite and Fractional CFO

Executive-level financial guidance without the executive-level hire. You get the review cadence, forecasting discipline, and reporting rigor of an in-house finance leader, backed by the depth of a full pod.

What we handle

  • Monthly financial reviews
  • Cash flow forecasting
  • KPI dashboards
  • Executive-level financial guidance

Best for

  • Businesses not yet ready for a full-time CFO
05

Training and Process Documentation

Undocumented process is a retention risk. We capture how your business actually works, write it down in a form people will use, and train your team against it.

What we handle

  • Workflow documentation and SOP development
  • Structured training for internal teams
  • Institutional knowledge capture
  • Process handover packs

Why it matters

  • Quality stops depending on any single person
06

Data Analysis and Reconciliation

When your books are messy or your systems disagree, we resolve it — quickly and defensibly. Every adjustment is traceable back to source, so the result survives an audit.

What we handle

  • Historical data cleanup
  • Account reconciliation sprints
  • Discrepancy identification
  • Post-ERP-implementation validation

Engagement

  • Often run as a fixed-scope sprint
Systems

We work inside the tools you already use.

Certified in NetSuite, QuickBooks, and Xero, with hands-on experience in SAP and BlackLine. If your stack is something else, we will tell you honestly whether we are the right fit.

  • NetSuite
  • QuickBooks
  • Xero
  • SAP
  • BlackLine
  • Excel
  • Google Sheets

Not sure which lines you need?

That is what discovery is for. Tell us where the friction is and we will map the scope with you.