For Growing Businesses
A finance team without hiring one.
Controller-grade bookkeeping, a Virtual CFO with substance, and investor-grade financial models – sized for 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.
Fast where it can be. Deliberate where it must be.
Project work
An ERP selection, a financial model, a first process automation – scoped and taken up directly by the founding partners. Fixed fee where the scope is clear, hourly where it isn’t. While the founding cohort is small, it’s the partners’ own 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 tertiary eye hospital
Monthly close, Power BI reporting, ICFR, KPI design, quarterly board presentations, auditor liaison.
Ongoing
A ~$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’re signing five founding clients per service line in 2026, on founding terms – rates locked for 24 months, a permanent preference after that, direct partner access. When the cohort is filled, the terms close.
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.
Run the business on numbers you trust – and get your evenings back.
Book a 30-minute call. Bring the report you don’t trust or the decision you’re stuck on.
We reply within one business day