How We Work delivers your outsourced finance and accounting team, or we can augment your existing internal capacity. We work with you as an integrated partner, structurally invested in your success, and scalable as you grow.

How We Structure And Resource Your Finance Stack

  1. Data Structure – general ledger account and class structure are the foundation for everything we do.
  2. Data Curation – the core of our work; complete, accurate, and timely accounting of financial data.
  3. Reporting – Our primary deliverable, is represented by consistent and ad hoc financial reporting.
  4. Analysis – the output of of’s work informs all manner of financial analysis. Such as profitability, variance, liquidity, et.
  5. Strategy – a plan to achieve business objectives. Informed and dependent on underlying levels of data.

How We Engage

A transparent, structured process for assessing and delivering what clients need, when they need it.

  • Listen to your needs, challenges, and objectives
  • Review existing accounting system for data complexity, transaction volume, and accounting errors
  • Create a custom proposal with fixed pricing
  • Guide you through a structured onboarding process
  • Implement recommended permissions and controls
  • Configure data structure and integrations
  • Cleanup existing books
  • Code transactions, prepare supporting schedules, and reconcile accounts
  • Conduct month end accounting and close books
  • Deliver monthly reporting and KPIs
  • Maintain financial calendar
  • Additional services as scoped

How We Deliver

Adaptive Teams

Flexible, scalable, full stack. can augment your existing team’s capacity, or plug in as your entire finance team.

Proactive Expertise

If something’s not right, we’ll tell you. From identifying check fraud to discussing unexpected Balance Sheet changes, we have the expertise to identify problems and solve them.

Overlapping Responsibilities

Efficiency and certainty. Multiple levels of experience allows for efficient data compilation and the confidence that comes with expert oversight.

Financial Discipline

Documented processes, a financial calendar, permissions and controls, on time data and reporting; creates an essential foundation for financial planning, objective setting, and accountability.

See for yourself

Let us show you what a structured, integrated partnership could look like. Book a financial assessment with one of our corporate controllers today.

…or, learn more about our Mission and Core Values.