Experts in Financial Operations
Experts in understanding the operational needs and common pitfalls of growth-stage companies, our goal is to mitigate those risks upfront to ensure ongoing financial efficiency.

More than just the strategy, companies need a lean system for vendor payments, customer collections, and financial reporting - we have experienced these bottlenecks over the course of 50+ combined years of financial experience and know how to streamline for ongoing growth.
Funds Raised
Total Value of Exits
Years of Experience
Who We Serve
We serve revenue-generating, growth-stage companies by supporting their management through innovative financial strategies.

Our clients are seeking creative financial solutions tailored to their specific needs. Our team is able to deliver custom services to the companies we serve by understanding the unique profile of every opportunity in which we engage.
  • Accounting Management
    Managing the financial transactions of your firm for up-to-date financial records
  • Bookkeeping & Data Entry
    Supporting existing accounting & finance teams to keep records updated
  • Tax Accounting
    Properly filing & recording tax liabilities and payments
  • Payroll
    Handling the process of managing payments to your employees, contractors & vendors
  • A/P & Vendor Payments
    Managing the financial transactions of your firm for up-to-date financial records
  • Financial Systems
    Tech enables innovation while also streamlining operations. Allow us to integrate qualified technology into the financial process
  • Financial Process Improvement
    Streamline your current financial systems and practices to be compliant and lean
  • Financial Reporting
    Development of critical company metrics and goals, supported by financial assumptions to properly guide key management
  • Board Presentation & Materials
    Let us go through the process of preparing the reports and data summaries for your board to analyze ahead of your next quarterly meeting.
  • Accounts Receivals
    Issuance & management of customer invoices, collections and processing of payments, ensuring sufficient cashflow into the company
  • Compliance Management
    Ensuring the company is in line with latest industry requirements operating within lending covenants
  • CFO Support & Controllership
    Support of existing finance team by filling in gaps where needed in efforts to allow finance leadership to focus on company strategy

Why Our Clients Hire Us

We solve your specific needs

  • Bandwidth Contraints

    Both small and big teams need help - even with an experienced CFO, the operational work can bog them down. We understand the needs of the CFO and act as an extension of their role.
  • Transition Support
    As finance teams grow, shrink or swap in and out - we are a constant in that we support financial operations during the process to ensure continuity for the business's financial health.
  • Cumbersome Processes

    As companies focus on sales growth, it's easy to leave financial operations behind - we understand how to structure a lean financial operations process for growth-stage companies.
Our Process
A data dump of all applicable information, materials & systems within the organization.
Organizing and understanding the business, assessing the critical needs in developing an action plan.
Taking the full data package and team analysis to develop a clear financial strategy for the company's success.
Putting into place the team's plan for the business to reach its business and financial goals.
Once implemented, there is consistent review required to assess evolving needs of the organization.
Our Technology Partners
Leveraging technology is our greatest asset
Why choose us?
  • Boutique-Style
    No matter the size or need, we
    put you front and center
  • 50+ Combined Years'
    of Experience
    Our team is comprised of veteran experts
    in growth-stage finance
  • A Commitment
    to Excellence
    Tirelessly working to meet your needs and
    reach your satisfaction
Contact Us
265 Franklin St. Suite 1702
Boston, MA 02110