From your first financial foundation to systems that scale — big-firm rigor, sized to where you are today.
Start-ups and middle market companies share a challenge: the finance function has to keep earning its keep at every stage. What worked at launch strains at $2 million; what worked at $2 million breaks at $20 million.
We meet you where you are. For start-ups, that means standing up a real financial foundation — clean books, the right systems, and reporting that investors and lenders take seriously. For middle market companies, it means the controller discipline, tax strategy, and working-capital rigor that scaling demands.
The signals show up in the day-to-day long before they show up in the financial statements.
QuickBooks-and-spreadsheets got you here, but decisions now need numbers you can trust.
A raise, a loan, or a line of credit — and your financials need to stand up to scrutiny.
A lender, investor, or grant requires audited statements, and the books aren't ready.
Growth is exposing cracks: slow closes, surprise cash crunches, and reports nobody trusts.
Chart of accounts, close process, and systems chosen for the size you're becoming — not just the size you are.
Month-end close, financial controls, and accounting oversight — the discipline of a dedicated controller, scaled to your engagement.
Proactive, year-round tax strategy and accurate preparation — entity structure, deductions, and multi-state complexity handled.
Financial statements and KPI reporting that hold up in front of a bank, a board, or a buyer.
We start with a clear-eyed read of your finance function — what's solid, what's strained, what's missing.
We put the foundation in place: books, systems, controls, and a reporting rhythm that fits your stage.
As you grow, the engagement grows with you — from foundation work to controller services to full fractional CFO leadership.
Wherever you are on the climb, the first step is a conversation — no obligation, no pressure.