Purpose-Built Finance Products
Managed finance + custom software. Because we already own your close, we build financial tools on top of your real books — tied to the GL, penny-exact, and always current.
Managed finance + custom software. 1 + 1 = 3.
Because we already own your close, we can engineer financial products on top of your real books — tied to the general ledger, penny-exact, and always current. Not a generic dashboard bolted on from the outside. A tool built for your business, from inside it.
Managed Finance Service
Licensed CPAs own your monthly close, your chart of accounts, and your GL. The numbers are trusted at the source.
Custom Software
In-house engineers build bespoke financial products — dashboards, waterfalls, capacity models — around how your business actually runs.
Financial products you can't buy off the shelf
Software built directly on books a CPA already stands behind. It reconciles to the penny, updates in real time, and answers the questions your business — and only your business — is actually asking.
Why the combination is the whole point
Anyone can sell you software or sell you accounting. The value is in one team doing both — so the software is built on numbers it can vouch for.
A software vendor
Builds a slick dashboard — but it reads whatever data you feed it. No one owns your books, no CPA verifies the output, and it drifts the moment your accounting changes.
A traditional accounting firm
Closes your books and hands you a PDF. No engineering muscle to turn that trusted data into a living tool your team can actually explore.
Maverick
Owns the close AND writes the code. Every custom build sits on CPA-verified books and reconciles back to the GL — so the tool is as trustworthy as the financials underneath it.
What We Build
Every engagement is different — these are the kinds of products we've built when the off-the-shelf tools couldn't answer the question.
Client & Project P&Ls
Profitability sliced by client, project, or practice area — revenue, direct cost, contribution, and gross margin, each drilling back to the underlying transactions.
Capacity & Utilization
Team utilization, staffing matrices, and forward capacity forecasts that turn payroll and time data into the staffing decisions leadership actually makes.
Margin Analysis, Tied to the GL
Gross-margin analytics that reconcile penny-exact to gross profit in the general ledger — not an estimate, the real number, verified.
Revenue & Billing Waterfalls
MRR and billing waterfalls that let leadership drill from a portfolio-level total down to the individual contract, month by month.
Executive & ROI Summaries
Weekly, plain-English financial readouts and ROI summaries that put the story in front of leadership without waiting on month-end.
Reconciliation Guardrails
Built-in reconciliations that continuously tie each build back to its source systems — so a number is never wrong quietly.
Representative Builds
Fully anonymized — no client names, logos, or screenshots. The builds are real; the details are generalized to protect confidentiality.
A recurring-revenue marketing agency
We built the leadership team a suite of financial products on top of their monthly close: client-level P&Ls, team capacity and utilization, a margin analysis that ties penny-exact to gross profit in the GL, and recurring-revenue and billing waterfalls with drill-through to the individual contract.
The result: Leadership now sees client profitability, capacity, and recurring-revenue movement in one always-current place — instead of stitching it together in spreadsheets after the fact.
“This is the best reporting I've seen in my career.”
— Finance leader, agency client
A project-based creative firm
Running a mid-market ERP alongside a project-management system, they had no fast read on financial health. We built a weekly financial and ROI summary plus an AR-aging view with contextual notes, backed by automated reconciliations that tie the ERP to their project system every week.
The result: Leadership gets a weekly, plain-English financial readout — and the two systems stay reconciled without anyone chasing the difference by hand.
What Makes These Builds Trustworthy
A dashboard is only as good as the numbers underneath it. Ours sit on books a CPA already stands behind.
Built on your books
Every product sits on the same CPA-closed ledger we maintain — not a separate data island.
Penny-verified
Live reconciliations tie each build back to the GL and source systems, continuously.
Always current
Connected data pipelines keep the numbers live — no waiting on last month's PDF.
Have a question no off-the-shelf tool can answer?
That's usually where a custom build starts. Tell us what your leadership team wishes it could see — we'll tell you what we can build on top of your books.
Talk to Dave