Your Finance Function, Your Way

Engagement models designed around how your business operates — whether you need a full finance team, want to elevate the one you have, or have a specific project.

Full Service: We Are Your Finance Department

Full-stack finance — GAAP accounting, FP&A, strategic advisory — accelerated with AI.

What You Get

  • Dedicated Controller + Finance Director
  • GAAP monthly close (7-10 business days)
  • Full financial statement preparation
  • FP&A dashboards and board reporting
  • Budget vs. Actuals vs. Forecast
  • Platform integrations (19+ connectors)
  • Streamlined workflows and automation
  • Quarterly business reviews

Ideal For

  • ▸Companies scaling past $1-10M revenue
  • ▸First-time outsourced finance engagement
  • ▸Pre-transaction or M&A preparation
  • ▸Scaling beyond a bookkeeper

Key Outcomes

  • Save 40-60% vs. full-time hires
  • 7-15 business day close cycle
  • One team handles everything

“The output of a 3-person finance team at a fraction of the cost.”

Talk to Dave About Full Service

Platform + Support: We Elevate Your Finance Department

Data platform + on-call CPA advisory to augment your team with institutional-grade tools.

What You Get

  • Full platform access (19+ integrations)
  • Real-time dashboards and reporting
  • Automated data pipelines
  • On-call Controller/CFO advisory
  • Quarterly business reviews
  • Chart of accounts optimization
  • Process documentation and SOPs
  • Data portability guarantee

Ideal For

  • ▸Companies with $10-50M revenue
  • ▸Existing finance staff who need better tools
  • ▸Teams wanting real-time data visibility
  • ▸Organizations standardizing finance ops

Key Outcomes

  • Real-time financial visibility
  • 60-75% platform margin efficiency
  • Your team stays in control

“Your team drives. We navigate.”

Talk to Dave About Platform + Support

Project-Based: Scoped Engagements for Specific Needs

Fixed-scope, fixed-timeline projects delivered by CPAs who understand your business context.

What You Get

  • System & ERP migrations
  • GAAP conversion & restatement
  • Quality of Earnings (QoE) preparation
  • Chart of accounts redesign
  • Platform setup & integrations
  • Financial model builds
  • Process documentation & SOPs
  • Post-acquisition integration support

Ideal For

  • ▸Companies preparing for a transaction
  • ▸Teams migrating accounting systems
  • ▸Businesses converting from cash to accrual
  • ▸PE firms needing portco finance projects

Key Outcomes

  • Defined scope and timeline
  • CPA-led project delivery
  • Seamless handoff to your team

“Get it done right, on time, and move on.”

Talk to Dave About Project-Based

How We Work

Every engagement follows the same proven process — regardless of model.

01

Discovery

We learn your business, assess your current finance function, and identify gaps and opportunities.

02

Onboarding

We embed with your team, set up systems and workflows, and establish reporting cadences.

03

Execution

We own the work — monthly close, reporting, forecasting, and strategic support — as an extension of your team.

04

Optimization

We continuously improve processes, introduce automation, and scale the engagement as you grow.

Included in Every Engagement

No matter which model you choose, you get these as standard.

Data Portability

Full export anytime, you own everything

19+ Integrations

QBO, Stripe, HubSpot, payroll, and more

Expert Quality

Every deliverable by subject-matter experts

Encrypted Data

SOC 2 roadmap, zero data retention AI

3-Month Start

Minimum engagement to deliver real results

Not sure which model fits?

Let's figure it out together. A 30-minute call is all it takes to scope the right engagement for your business.

Talk to Dave