Outsourced Accounting and Finance

A scalable finance function, built for growth

We offer a fully integrated accounting and finance function, tailored to the stage and complexity of your business. Whether you're a founder managing growth, a sponsor-backed operator scaling fast, or a CFO looking for specialized support, our model allows you to plug in only what you need and scale as you go. Below are our core capabilities:

Why It’s the Smart Decision

Hiring and building an in-house finance team takes time, resources, and ongoing management, often without the flexibility to adapt as your business evolves. We offer an alternative: a scalable, expert-led team that grows with you, delivering cost-effective support across accounting, finance, and treasury. By outsourcing, you gain:

A fully staffed finance function with no recruiting or training

A fully staffed finance function with no recruiting or training

A fully staffed finance function with no recruiting or training

Immediate access to professionals with multi-industry experience

Immediate access to professionals with multi-industry experience

Immediate access to professionals with multi-industry experience

Consistent processes, controls, and deliverables

Consistent processes, controls, and deliverables

Consistent processes, controls, and deliverables

Tools and systems selected and configured for your specific needs

Tools and systems selected and configured for your specific needs

Tools and systems selected and configured for your specific needs

A team that integrates into your business

A team that integrates into your business

A team that integrates into your business

What We Can Offer

  • Financial Reporting & Close

    • Complete monthly and quarterly close, including reconciliations and journal entries

    • Prepare financial reporting packages: income statement, balance sheet, and cash flow

    • Establish and maintain close checklists, schedules, and documentation

    • Identify and explain key variances, trends, and margin drivers

    • Support audit preparation, investor reporting, and lender compliance

    • Provide recurring review sessions with our team to translate results into actions

  • Accounts Payable & Expense Management

    • Process vendor invoices, credit cards, and employee reimbursements

    • Set up approval workflows, thresholds, and segregation of duties

    • Maintain vendor master data, W-9s, and 1099 tracking

    • Ensure timely, accurate payments and proper accruals

    • Implement and manage tools like Bill.com and Ramp

    • Deliver audit trails and payment visibility for leadership

  • Billing & Accounts Receivable

    • Prepare and send accurate customer invoices based on contracts or usage

    • Monitor AR aging, follow up on collections, and resolve discrepancies

    • Support revenue recognition and deferred revenue tracking

    • Reconcile payments and customer deposits

    • Advise on systems to automate invoicing and receivables

    • Integrate AR with CRM and sales platforms where applicable

  • Treasury & Cash Management

    • Track daily cash balances across bank accounts

    • Prepare and update 13-week cash flow forecasts

    • Manage intercompany transfers, wires, and banking relationships

    • Support working capital management and optimization

    • Reconcile cash positions and support treasury compliance

  • Fractional Controller & CFO Support

    • Lead accounting operations, technical accounting, and policy development

    • Design and implement internal controls and financial processes

    • Represent finance in board meetings, investor calls, and audit reviews

    • Support M&A, debt raises, or system transitions

    • Provide financial insight and scenario planning for executive decision-making

    • Oversee cross-functional initiatives involving finance, HR, operations, and legal

If you are planning a deal, building out your finance team, or making your next strategic move, we are ready to help.

Contact Us

If you are planning a deal, building out your finance team, or making your next strategic move, we are ready to help.

Contact Us

If you are planning a deal, building out your finance team, or making your next strategic move, we are ready to help.

Contact Us