For Growing Businesses
A senior finance function, without building one in-house.
Controller-grade bookkeeping, a Virtual CFO with substance, and investor-grade financial models – sized for growing businesses that have outgrown their books but not yet grown into a CFO.
Sound familiar?
The books close late – or don’t really close at all.
The board (or the bank, or an investor) is asking questions your reports can’t answer.
A full-time CFO doesn’t pencil; a bookkeeper isn’t the answer.
A systems decision is looming – ERP, billing, reporting – and nobody impartial is in the room.
What you get – or fully bespoke
Accounting & close
Controller-grade bookkeeping, a disciplined month-end, reconciliations that hold up.
Virtual CFO
Monthly close and board pack, KPI design and monitoring, 13-week cash, internal controls, auditor liaison – the judgment, not just the numbers.
Projects
Three-statement models, fundraise packs, ERP selection and integration architecture, structuring support.
Project work starts in days; recurring pods are built over 8–10 weeks.
Project work
An ERP selection, a financial model, a first process automation – scoped and taken up directly by our senior team. Fixed fee where the scope is clear, hourly where it isn’t. Because we take on a small number of engagements, it’s senior time you’re buying.
Recurring work
Recurring work runs on a dedicated pod, recruited to your brief – you approve who leads it. We hire employed, in-demand professionals, and the same people work your account every cycle, so nobody re-learns your business each quarter.
Proof
Virtual CFO for a specialty health provider
Monthly close, Power BI reporting, ICFR, KPI design, quarterly board presentations, auditor liaison.
OngoingA ~$2.5M fundraise, modeled
A five-year, three-statement model across ~450 assumptions, plus the pitch deck and project report behind a live raise for a healthcare-technology start-up.
ERP selection for a US, PE-backed online marketplace
Mid-eight-figure revenue, carved out of a listed parent’s tech stack – six ERPs benchmarked, an eleven-system integration matrix, a decision-ready recommendation.
Manufacturing BI & costing
We also build the systems your numbers come from.
Explore Process Automation →Is my data safe with you?
Already have a CPA?
Keep them. We work alongside your tax preparer, not against them – and for CPA firms we deliver the same work white-label, under their brand. We never approach a firm’s clients.
We take on a small number of new engagements each year, so that every client gets senior attention.
If a pod member isn’t right, we replace them – recruited again at our cost, and you don’t pay for the seat while we do.
Numbers you can trust, produced on time.
A report you don’t trust, or a decision you’re stuck on - either is enough to start.
Get in touchWe typically reply within one business day