Reporting lags. Forecasts aren't trusted. The close takes too long and tells leadership too little.
Cash is managed reactively. Systems don't connect. Decisions get made on gut feel because the numbers aren't ready in time.
Most growing businesses need execution — not a presentation about what execution should look like.
Three foundations.
Everything else builds on top.
Financial
Systems
Implementation, configuration, and optimization of the platforms that power financial operations. QuickBooks, NetSuite, and the integrations between them — built to support how your business actually runs.
Financial
Reporting
Accurate, timely, decision-ready packages. P&L, balance sheet, cash flow — structured for leadership, not just compliance. With narrative that tells you what the numbers mean, not just what they are.
Management
Reporting
KPI dashboards, operational metrics, variance analysis, and narrative that connects numbers to decisions. The layer that turns financial data into operating intelligence your team actually uses.
Financial Forecasting
12-month and multi-year models with base, upside, and downside scenarios. Built in tools you can update yourself.
Cash Flow Management
13-week rolling forecast. Working capital analysis. Liquidity planning around hiring, capex, and seasonal patterns.
AI Initiative Scoping
We identify where AI creates real leverage in your financial workflows — and execute on it. No hype, no pilots that go nowhere.
Seven industries.
One standard.
We don't apply a generic framework and call it custom work. Every vertical has a distinct financial model, distinct pain points, and distinct proof that the work is actually moving. We know the difference.
Accounting Firms
Partner profitability, capacity modeling, AI roadmaps. We build the infrastructure you're selling to clients.
Professional Services
Utilization models, margin per engagement, cash flow between milestones. Built for how project businesses actually work.
SaaS & Subscription
ARR bridges, cohort models, runway scenarios. Financial reporting that board members and investors can rely on.
E-Commerce & Products
Working capital cycle, demand forecasting, contribution margin by channel. Cash-first modeling for product businesses.
Tech-Enabled Services
Margin segmentation for hybrid software and services models. Unit economics that hold up as you scale.
Healthcare & Wellness
Payer mix dynamics, revenue cycle, expansion modeling. Specialized knowledge of how healthcare cash actually flows.
Real Estate & Construction
Project cash forecasting, job costing, draw and milestone modeling. Stop managing cash crises after the fact.
Your vertical. Your numbers. Our execution.
Book a call →AI doesn't replace
experienced judgment.
It extends it.
AI is reshaping how financial operations are run. Most businesses aren't ready. We use AI to move faster, go deeper, and deliver more than a traditional firm — while keeping experienced human judgment at the center of every engagement.
See our tools →Upload your trailing 12-month P&L. Get a three-scenario financial model in minutes — base, upside, downside. No meeting required.
Try it free →We identify where AI produces a measurable result in your financial workflows — not where it sounds good in a pitch deck. Scoped, prioritized, and executed.
Audit of your financial close and reporting workflows. Elimination of manual steps that introduce error or delay. AI-enhanced where it produces a measurable efficiency gain.
From reactive billing to predictable monthly revenue
Restructured billing cadence, introduced retainer packaging for advisory clients. Eliminated seasonal cash crunches and created a revenue floor the partners could plan around.
Reclaimed 600 staff hours per quarter through process redesign
Mapped end-to-end workflow for audit engagements. Identified 14 manual steps that could be eliminated or automated. Full rollout completed in 60 days with no disruption to active engagements.
"We knew our margins were soft but couldn't pinpoint why. Within 60 days we had a clear picture of where the drag was coming from and a plan to fix it. The operational work alone paid for the engagement three times over."
"I'd been running the firm on gut feel for years. Having a real forecast model — one that accounts for our billing mix and client concentration — completely changed how I think about adding headcount and capacity."
If your margins are softer than your billings suggest, we should talk.
30 minutes. We look at your current numbers and where the biggest drag is. No pitch deck — just a direct conversation about what's actually going on.
Book a 30-minute call