Everything a finance department does, unbundled.
Each line below is staffed on its own and priced on its own. Take the one you are missing today, or hand over the whole function — the bench, the review standard and the reporting calendar are the same either way.
Accounting & Bookkeeping
Ledgers that reconcile every month, without being chased for it.
Financial Reporting
The same pack, on the same day, in a format your board already reads.
Financial Modeling
A model you can defend line by line in a diligence room.
Visualization Solutions
One dashboard the whole team trusts, instead of six versions of a spreadsheet.
Financial Planning & Analysis
Budgets built to survive contact with the actuals.
Virtual CFO & Strategic Support
A finance seat at the table for the decisions that cost real money.
What the work actually looks like from the inside.
Two views of the same engagement: the month as it recurs, and the kind of model the advisory lines produce. Both are illustrative — your calendar and your drivers are your own.
Table view
| Workstream | WK 1 | WK 2 | WK 3 | WK 4 | CLOSE |
|---|---|---|---|---|---|
| Ledger & bank | Heavy | Heavy | Heavy | Heavy | Steady |
| Payables run | Light | Heavy | Light | Heavy | Light |
| Receivables & chasing | Steady | Steady | Steady | Heavy | Light |
| Payroll | Not scheduled | Light | Not scheduled | Heavy | Light |
| Close & review | Not scheduled | Not scheduled | Light | Steady | Heavy |
| Reporting pack | Not scheduled | Not scheduled | Not scheduled | Light | Heavy |
| Forecast & advisory | Light | Steady | Light | Not scheduled | Steady |
Table view
| Year | Downside | Base | Upside |
|---|---|---|---|
| Y0 | 100 | 100 | 100 |
| Y1 | 118 | 128 | 136 |
| Y2 | 140 | 168 | 190 |
| Y3 | 160 | 214 | 258 |
| Y4 | 178 | 262 | 336 |
| Y5 | 196 | 310 | 420 |
Three cases, one axis
Every model we build carries a base case and the two cases either side of it, on the same axis and the same drivers. The point is not the upside line — it is being able to say which assumption moved, and by how much, when somebody asks.
Who actually does the work.
Every engagement is staffed with a mix of seniority rather than one person doing everything. The lead is the same person from the first call onward.
Sectors we have closed books in before.
Sector experience matters mostly for the awkward parts — revenue recognition, platform settlements, inventory, licensing. These are the ones we have already learned on somebody else's time.
We work inside your stack, not next to it.
No migration is required to start. If your ledger is not listed, we have almost certainly worked in it — ask.
- QuickBooks
- Xero
- NetSuite
- Sage 50
- Zoho Books
- SAP
- Power BI
- Excel / Sheets
- Looker Studio
- Custom SQL
- Bill.com
- Gusto
- Dext
- Receipt Bank
- Carta
- Cone
- Dropbox / Drive
- Slack / Teams
Not sure which line you need?
Describe the setup you have now and where it hurts. We will tell you which line closes the gap — and which ones you can leave alone for another year.