Who We Serve
Whether you’re a founder preparing for your next funding round or a CFO trying to tighten operations before a transaction, we meet you where you are—and help you build a finance function that gets results.
Our clients span industries and business models, but they share a common need: strategic finance leadership without the cost or complexity of building a full internal team.
We support in-house finance leaders with experienced bench strength—fractional or full-time. Whether you need help closing the books, cleaning up your chart of accounts, or preparing board-ready reports, we provide the muscle behind your strategy.
You’ve got investor pressure, aggressive timelines, and an expectation of accuracy. We provide the systems, processes, and financial visibility to give your sponsors confidence—and help you stay focused on the exit.
You're outgrowing DIY accounting, but not ready to hire a CFO. We deliver operational rigor and strategic insight so you can raise capital, manage burn, and build trust with investors and banks.
We’re industry-agnostic by design, but we work especially well with:
SaaS & Tech
From ARR tracking to deferred revenue schedules, we help software companies stay GAAP-compliant and investor-ready.
Agencies & Consultancies
We support creative, marketing, and advisory firms with project-based reporting, margin visibility, and scalable back-office support.
Franchises & Multi-Location Businesses
Weekly P&Ls. Location-level reporting. POS integration. We’ve done it—and we make it work.
Your month-end close takes longer than 10 days.
Your books are technically “done” but you still don’t trust the numbers.
You’re preparing for a fundraise, audit, or acquisition.
Your team is buried in manual work and falling behind.
You’re spending time reconciling instead of forecasting.