Finance, Accounting & Tax Services

Build a finance team that scales with you.

Accurate books. Controller rigor. Board-ready reporting. No hiring. No waste.

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Core Services
Strategic Finance

Core Services

Pick the coverage you need.
We integrate with the rest.

Accounting
Tax
AP
AR
Controller
Systems & Integrations
CFO
FP&A
Payroll
M&A, Investors and Board

Accounting

Close on time.
Reconciliations you trust.

  • Clean Books. GAAP Close, Day X Cadence
  • COA hygiene, prior-period corrections
  • Reporting pack prep (P&L, BS, CF)
  • Journals, reconciliations, schedules
  • Evidence for audits/lenders

Tax

Prepared. Filed.
Answered.

  • Federal/state business returns
  • Sales/use tax; returns; payments
  • Monitor nexus; registrations/deregistrations
  • Audits, Planning, Special Projects
  • Book-to-tax adjustments, workpapers

AP

Bills In. Approvals Tight.  
Payments On Time.

  • Capture and code vendor bills
  • Route approvals and enforce thresholds
  • Track terms, renewals, and prepaid schedules
  • Maintain vendor records and W-9/1099 status
  • Schedule/ execute payment runs

AR

Invoices Out. Cash In.
DSO Down.

  • Generate invoices on cadence
  • Apply cash and reconcile customer accounts
  • Run dunning and collections workflow
  • Manage credit memos, refunds, write-offs
  • Resolve invoice disputes with documentation

FP&A

Numbers you can run on. Budget, forecast, actions.

  • Produce monthly P&L, BS, CF with notes
  • Build KPI pack and variance analysis
  • Maintain budget vs actuals by dept/project
  • Update rolling forecasts (rev, opex, hc)
  • Prepare board/investor reporting decks

Systems

Your stack, working. Roles, syncs, access locked.

  • Admin roles and settings across systems
  • Configure  payment flows and syncs
  • Maintain connectors and data integrity
  • Manage closing checklists in the system
  • Access control and audit logs

Payroll

On time. First check right. Multi-state covered.

  • Collect changes and audit each run
  • Process multi-state payroll and off-cycle runs
  • Deductions, garnishments, reimbursements
  • Reconcile payroll liabilities and fund taxes
  • ear-end W-2/1099 files and amendments

Strategic Finance

Board-level direction.
Enterprise grade execution.

FRACTIONAL
CFO

EXECUTIVE JUDGEMENT.
CAPITAL DECISIONS.
We run the cadence, own the model, and prep the story for banks, boards, and buyers.
  • Capital planning, runway, and fundraising readiness
  • KPI design and operating cadence with leaders
  • Bank/investor/ auditor relationships
  • Strategic bets: hire/automate, expand/consolidate
  • Accountability on close quality, cash, and forecasts
  • Go/No-Go calls on hiring, spend, and deals
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STRATEGIC
FINANCE

MAKE THE PLAN.
HIT THE PLAN.

We operationalize the strategy, giving you confidence in the data and time back for decision-making.

  • FP&A: budgets, 13-week cash, scenarios, variance control
  • Forecasting: revenue, headcount, cash
  • Pricing and margin analysis by product/customer
  • Board/investor reporting packs and narrative
  • Due diligence and M&A support: data room, QoE prep, integration checklists
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Tune it up.
Turn it up.
Grow.

Multi-entity & consolidations

Eliminate intercompany noise and produce clean consolidated statements.

Revenue recognition support

Map contracts, schedules, and timing so revenue lands where it should.

Audit/lender packages

Evidence, tie-outs, and schedules packaged for banks, investors, or auditors.

Service model (FaaS or co-managed)

Full run or shared controls; we fill gaps and scale coverage.

Fund services

PE/VC/RE fund accounting cadence and compliance when you need it.

Reporting + FP&A

P&L/BS/CF plus KPIs you can run the business on; budgets and variance tracking.

Forecasting & Unit Economics

Cash view with collection and payables levers tied to reality. Revenue, headcount, unit economics you can manage.

Find Your Fit

Take our 2-minute finance survey to right-size coverage and get a quote.

Not sure where to start? Talk to a builder.

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