YOUR MODERN FINANCE PARTNER

We are a modern consulting firm redefining what it means to support today’s finance leaders. Specializing in outsourced accounting, controller, and CFO services, we partner with growth-focused companies to deliver strategic financial guidance, operational excellence, and real-time insights that drive smarter decisions.

Whether you're a startup building your financial foundation, a scaling business navigating complexity, or an established company seeking fresh financial leadership, we provide the right expertise at the right time. Our team combines deep industry experience with advanced technology to streamline finance functions, ensure compliance, and unlock opportunities for sustainable growth.

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Choose the plan that fits your company needs

THE FOUNDATION THE FOUNDATION
THE FOUNDATION

  • Up to 300 transactions monthly

  • Set up chart of accounts

  • Monthly close and reconciliation

  • Financial reports

  • Oversight of accounting team

  • Develop policies and procedures

  • coordination with CPA

  • KPI’s

  • Monthly consultations

THE STRATEGIC CONTROLLER THE STRATEGIC CONTROLLER
THE STRATEGIC CONTROLLER

Everything in The Foundation level plus:

  • Cash flow management

  • Budgeting and forecasting

  • Strategic financial planning

  • Investor/lender reporting packages

  • Training and development

  • Executive leadership collaboration

  • Monthly meetings and unlimited email access

THE EXECUTIVE PARTNERSHIP THE EXECUTIVE PARTNERSHIP
THE EXECUTIVE PARTNERSHIP

Includes all previous tiers

  • Multi-entity consolidation

  • M&A support

  • Due diligence package preparation

  • Business valuation

  • Debt/capital structuring advisory

  • Investor presentation and pitch deck

  • Fundraising guidance

  • CFO advisory (set hours/week)

Every business is unique — and so are our solutions. Whether you're a startup, growing team, or established company, we build packages that fit your exact needs.

ADD ON SERVICES

  • Bill pay and accounts payable management

  • 1099 Filing services

  • Sales tax compliance

  • Internal controls evaluation and setup

  • Budgeting and Forecasting

  • Benchmark reports

  • Training and Development

  • Fundraising support

  • M&A support

    • Valuation prep

    • Due diligence

    • Financial packaging

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