A comprehensive suite of finance, accounting, and systems capabilities — structured for organizations that demand order, visibility, and strategic clarity.
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Controller Services
Full-cycle accounting leadership, general ledger management, month-end and year-end close ownership, reconciliation discipline, and reporting integrity for complex organizations.
Key Deliverables
Month-end & year-end close ownership
General ledger & reconciliation discipline
GAAP financial statement preparation
Audit-ready workpaper packages
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Fractional CFO Support
Executive-level financial oversight and strategic advisory for businesses that need CFO-caliber judgment without a full-time commitment. Lender reporting, board-level communication, and capital awareness included.
Key Deliverables
Lender reporting & covenant compliance
Cash flow modeling & scenario planning
Board & investor reporting packages
Strategic financial advisory & oversight
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GAAP Reporting & Close Management
Technically sound GAAP financial statements, close process optimization, audit-ready reporting packages, and the structural consistency that lenders and advisors depend on.
Key Deliverables
Technical GAAP research & application
Close process design & optimization
Audit-ready financial statement packages
Lender & advisor reporting consistency
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Internal Controls & Audit Readiness
Design and implementation of internal control frameworks, SOX-awareness, process documentation, risk identification, and preparation for audit or due diligence environments.
Key Deliverables
Internal control framework design
SOX awareness & documentation
Risk identification & gap remediation
Audit & due diligence preparation
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Cash Flow Forecasting & KPI Reporting
Rolling cash flow models, operational KPI dashboards, variance analysis, and management reporting designed to give ownership and leadership teams real decision-making visibility.
Key Deliverables
13-week & rolling cash flow models
Operational KPI dashboard design
Variance analysis & commentary
Executive management reporting frameworks
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ERP / Systems Cleanup & Stabilization
Remediation of fragmented ERP environments, chart of accounts restructuring, data integrity projects, and system configuration across QuickBooks, NetSuite, Deltek, and related platforms.
Key Deliverables
Chart of accounts restructuring
QuickBooks, NetSuite & Deltek configuration
Data integrity & reconciliation projects
Workflow & integration optimization
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Analytics, Dashboards & Decision Support
Business intelligence design, Power BI and Tableau reporting, financial data modeling, and the translation of raw financial data into clear, actionable executive insight.
Key Deliverables
Power BI & Tableau dashboard design
Financial data modeling & visualization
KPI framework development
Executive insight translation & reporting
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Process Improvement & Workflow Discipline
Systematic evaluation and redesign of accounting workflows, close procedures, approval structures, and operational processes to eliminate inefficiency and improve close reliability.
Key Deliverables
Close process redesign & documentation
Approval structure optimization
Accounting workflow mapping & analysis
Efficiency gap identification & remediation
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