Services
Most growing companies have a good bookkeeper, an outside accountant for taxes, and an owner carrying everything in between. We fill that gap at the level your business needs now, from a dependable month-end close to CFO-level leadership, and we grow with you as the business changes.
How we help
We oversee or run your bookkeeping, close the books every month, reconcile every account, and deliver financial statements you can trust. We work alongside your bookkeeper or fill the role ourselves.
An experienced controller owns the close, the controls, and the accuracy of your financials, and supervises the people doing the day-to-day work.
A senior finance leader who turns accurate numbers into budgets, forecasts, KPIs, and better decisions on pricing, capacity, and cash.
A strategic finance executive for the owner, the board, lenders, and sponsors.
Levels combine. Many clients have controller coverage every week and CFO time when they need it.
Built to grow with you
Fractional Accounting. Current books, a monthly close, and reconciled accounts.
Fractional Controller. Close calendar, controls, and reporting that holds up for lenders and auditors.
Fractional VP of Finance. Budget, forecast, cash, and KPIs.
Fractional CFO. Capital, lenders, sponsors, and transactions.
When it’s time to hire a full-time controller or CFO, a separate fixed-fee project helps you define the role, set the pay, assess the finalists, and hand off. Your new hire starts with a documented close calendar, controls, and reporting package that already work.
Fractional or full-time?
A full-time CFO or controller is the right answer for some companies, and we’ll tell you when you’ve reached that point. Until then, fractional leadership gives you senior experience for the hours you need, without a recruiting fee, a benefits load, or a months-long search. You also get the breadth of two senior founders rather than one person’s experience.
| Factor | Fractional | Full-time hire |
|---|---|---|
| Speed to start | Usually within weeks | Often 2–4 months of searching, plus notice and ramp-up |
| Breadth | Controllership, controls, planning, M&A, and strategy across two founders | One person’s experience |
| Flexibility | Scale up or down as needs change | A fixed cost |
| Continuity | Documented processes with coverage when someone is out | Depends on one person |
Entry points
A light, 10-dimension snapshot you fill in yourself, and a right-sized plan.
A three-week, fixed-fee deep dive on the close, controls, reporting, and systems, with a written scorecard and a 90-day roadmap.
We build a 13-week cash model with AR and AP actions and a presentation ready for your lender. Then we hand it off or keep running it.
Our AR management software turns your weekly QuickBooks aging export into scheduled collection letters sent from your own mailbox.
Who you’ll work with
Our founders have led accounting and finance for enterprises from $500M to more than $6B in revenue, in public-company and private equity-backed settings.
One founder is a former global controller who built finance teams across 30+ countries. The other is a public-company finance and strategy executive who helped support a $3 billion merger and leads finance as a partner to operations.
Meet the founding teamFree · 10–15 minutes
The Right-Size Finance Assessment compares how your accounting and finance work today with what a company your size needs. It then shows which level of support fits: fractional accounting, a controller, or VP of Finance or CFO leadership. It’s a light snapshot you fill in yourself, it’s free, and there’s no obligation. When you want the in-depth version, that’s our paid Quality-of-Close Assessment.
Your business, your goals, and how we protect your information.
About 10–15 minutes.
Your last 3 months of financial statements, a trial balance, and your A/R aging. Exports only. We never need your logins.
A 45-minute call with your scorecard, top gaps, a right-sized plan, and a 30-60-90 day roadmap you can use with or without us.
Everything you share stays confidential and is used only for your assessment. We’re glad to sign an NDA first.
The assessment is an advisory snapshot based on your answers and any documents you choose to share. It is not an audit, review, compilation, or other attest engagement, and it is not tax, legal, or investment advice.
Assessment FAQ
Yes. There’s no cost and no obligation. If you’d like help afterward, we’ll suggest a scope and a fixed fee. If not, the roadmap is yours to keep.
Owners and leaders of businesses with roughly $5M to $100M in revenue, whether founder-owned, family-owned, or PE-backed.
No. Your answers are enough. Standard exports (financial statements, trial balance, A/R aging) make the readout more specific.
The free assessment is a light, broad 10-dimension snapshot based on your own answers. The Quality-of-Close Assessment is our in-depth diagnostic: a three-week paid engagement that tests your close, reconciliations, and controls.
Yes. If the right answer is a full-time controller or CFO, we’ll say so, and we can help you hire and hand off as a separate fixed-fee project.