Experts in Financial Operations

Our team of experts come with a comprehensive understanding of the financial operations needs and potential pitfalls facing growth-stage companies, aiming to proactively mitigate risks and foster ongoing financial efficiency.

In addition to strategic guidance, we offer streamlined solutions for managing vendor payments, customer collections, and financial reporting, drawing from our extensive 50+ years of combined financial experience. Trust our expertise to optimize your company's growth trajectory with seamless processes and optimized financial management."

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$800MM

Funds Raised

$1B +

Total Value of Exits

50+

Years of Experience

18

Exits

Who We Serve

We serve growth-stage companies by supporting management through streamlined financial operations.

Our clients are seeking creative financial solutions tailored to their specific needs. Our team is able to deliver services to the companies we serve by understanding the unique profile of every opportunity in which we engage.

Capabilities

Controllership Services

Supervising your accounting resources and reviewing financial transactions to ensure timely and reliable financial records
Bookkeeping & Data Entry

Supporting existing accounting & finance teams to keep records updated
Tax and Audit Relationship Management

Work with tax accountants and auditors, assisting in documentation gathering and production to aid in the tax/audit process
A/P & Vendor Payments

Handling the process of managing, classifying, and paying out expenses related to contractors & vendors
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 Receivables

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
Finance & Accounting Staffing Services

Sourcing, screening and interviewing of candidates for internal finance and accounting positions to ensure you're receiving candidate recommendations with core competencies that are aligned to your business needs and objectives

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

Gather

A data dump of all applicable information, materials & systems within the organization.

Analyze

Organizing and understanding the business, assessing the critical needs in developing an action plan.

Plan

Taking the full data package and team analysis to develop a clear financial strategy for the company's success.

Implement

Putting into place the team's plan for the business to reach its business and financial goals.

Review

Once implemented, there is consistent review required to assess evolving needs of the organization.

Why choose us?

Boutique-Style
Service

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

Our Technology Partners

Leveraging technology is our greatest asset

Contact Us