Comprehensive Finance Operations
Pick a service or bundle. Start small. Expand after month 1. All delivered with SOP-led processes, 2-level QC, and review-ready outputs.
OUR SERVICES
CATEGORY A
Accounting Operations
Daily bookkeeping, month-end close, and transaction processing.
Bookkeeping & Transaction Processing
Clean books, current through yesterday, review-ready
Deliverables
Daily transaction coding & entry
Bank & credit card reconciliation
General ledger maintenance
Chart of accounts management
Supporting documentation organized
Tools Supported
QuickBooks Online, Xero, NetSuite, Sage
Typical Cadence
Daily/Weekly
Month-End & Year-End Close
Financials closed within defined SLA, documented & reviewed
Deliverables
Complete month-end close procedures
Journal entries & adjustments
Accruals & prepayments
Fixed asset depreciation
Intercompany reconciliation & elimination
Close checklist & sign-off documentation
Tools Supported
All major accounting platforms
Typical Cadence
Monthly
AP/AR Management
Smooth payment cycles, optimized collections, cash visibility
Deliverables
Invoice processing & approval routing
Payment scheduling & execution
Customer invoicing & tracking
Aging reports & collection follow-up
Vendor communication coordination
Payment reconciliation
Tools Supported
Bill.com, Tipalti, native AP/AR modules
Typical Cadence
Weekly
CATEGORY B
Reporting & Advisory
Management reports, CFO support, and strategic planning.
Financial Reporting & MIS
Board-ready reports with insights, on-time, every time
Deliverables
P&L, Balance Sheet, Cash Flow
Budget vs. actual analysis
KPI dashboards & scorecards
Custom management reports
Executive summaries & variance notes
Board presentation support
Tools Supported
Excel, Power BI, Tableau, native reporting
Typical Cadence
Monthly
Virtual CFO Services
Strategic financial guidance without full-time CFO cost
Deliverables
Financial strategy & planning
Budgeting & forecasting
Cash flow management & runway analysis
Fundraising & investor relations support
Financial modeling & scenario analysis
Board meeting preparation
Tools Supported
All planning & modeling tools
Typical Cadence
Monthly + ad-hoc
Audit & Tax Support
Prepared, documented, audit-ready
Deliverables
Pre-audit preparation & cleanup
Audit schedules & workpapers
Confirmation coordination
Tax data preparation support
Documentation organization
Auditor communication assistance
Tools Supported
All planning & modeling tools
Typical Cadence
Monthly + ad-hoc
Contact Us
Ready to start your 2-week pilot? Reach out today.