Services

An accounting function built for the PE standard.

Every service is designed around one outcome: financials your board, lenders, and auditors trust, delivered on a timeline your deal team can plan around.

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Fractional Controller

Senior CPA leadership embedded in your accounting function. We own the close, set technical accounting policy, manage the audit relationship, and mentor your staff, at a fraction of a full-time hire.

  • Close ownership & timeline accountability
  • Technical accounting (revenue rec, leases, equity)
  • Audit & tax coordination
  • Team hiring, training & mentorship
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Close Management

We run your month-end end-to-end and hand back a disciplined machine. Most clients go from a 15โ€“20 day scramble to a controlled 5-day close.

  • Close calendar & checklist discipline
  • Balance-sheet reconciliations
  • Flux / variance analysis
  • Management reporting pack
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Systems & ERP Optimization

Your systems should accelerate the close, not complicate it. We redesign the chart of accounts, automate consolidations, and get real ROI from your ERP investment.

  • Chart of accounts redesign
  • NetSuite / Sage Intacct / QBO optimization
  • Consolidation & intercompany automation
  • Reporting & dashboard design
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Transaction Readiness

Whether you're integrating an acquisition or preparing for exit, we make sure the accounting stands up to diligence.

  • Quality-of-earnings preparation
  • Opening balance sheet support
  • Purchase accounting assistance
  • Audit readiness & remediation
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FP&A & KPI Discipline

Turn backward-looking accounting into forward-looking insight the board can act on.

  • Forecast & budget process design
  • Board-ready KPI dashboards
  • Cash-flow forecasting
  • Unit economics & margin analysis
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Interim Accounting Leadership

Controller or VP Finance gaps don't pause the close. We step in immediately and keep the function running at full standard.

  • Day-one leadership coverage
  • Team stabilization
  • Hiring support for the permanent role
  • Clean handoff & documentation
5-daytarget month-end close
Freediscovery call to start
60-dayfull transformation program
0surprises at audit time
Our Approach

Operators, not just advisors

We've sat in the controller's chair at PE-backed companies. We know what a 2 a.m. close feels like, what auditors actually ask for, and what a board pack needs to survive scrutiny.

That means we don't hand you recommendations. We do the work: post the entries, run the checklist, build the model, and train your people until the new standard is just how things run.

See How We Engage
Boardroom

Not sure where your close stands?

Get a free discovery call: an honest read on your close, controls, and reporting against the PE standard.

Request a Discovery Call