Do you provide board-ready reporting packages?

Yes. We understand the specific KPIs and formats investors expect. We deliver monthly board packages that include variance analysis, cash flow forecasts, and executive summaries, ready for your next board meeting.

Can you help us get audit-ready?

Absolutely. We implement rigorous accrual-based accounting and maintain clean workpapers throughout the year. When audit time comes, we act as the liaison with your auditors, saving your team hundreds of hours and ensuring a smooth process.

How do you handle multi-entity consolidations?

We specialize in complex structures. Whether you have a HoldCo/OpCo structure or multiple subsidiaries, we set up automated consolidation workflows to provide both entity-level visibility and a unified group view.

Do you work directly with our PE sponsors?

Yes, we are comfortable communicating directly with operating partners and deal teams. We speak their language and can handle ad-hoc requests for data or analysis quickly and accurately, freeing you up to focus on growth.

Can you support M&A or exit planning?

Yes. We help prepare your data room, clean up historical financials, and calculate quality of earnings (QoE) adjustments to ensure you maximize valuation during due diligence.

Do we need to replace our current bookkeeper?

Not necessarily. We can layer in as a Fractional CFO or Controller to oversee your existing team, improve processes, and handle the high-level reporting and strategy while they manage the day-to-day transactions.

PE-Backed & Scaling Companies

Finance Infrastructure for Scale

From board reporting to audit readiness—we build the financial backbone your portfolio companies need to scale confidently and meet investor expectations.

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Executive team reviewing financial data in a modern boardroom

Team collaborating on scaling strategies

Scaling Challenges We Solve

Growth breaks processes. We fix the financial bottlenecks that slow down portfolio companies and frustrate investors.

Board Reporting Pressure

Meeting strict board deadlines with accurate, GAAP-compliant financial packages every month without the last-minute scramble.

Lack of Controls

Outgrowing informal startup processes and needing robust internal controls to prevent leakage, fraud, and ensure data accuracy.

Consolidation Headaches

Manually combining financials from multiple entities, subsidiaries, or international divisions in fragile spreadsheets.

Audit Anxiety

Scrambling to prepare schedules, support, and documentation when the auditors arrive, risking delays and increased fees.

Blind Spots in KPIs

Running the business on lagging indicators instead of having real-time dashboards for CAC, LTV, Churn, and Burn Rate.

M&A Integration

Integrating new acquisitions efficiently and aligning their chart of accounts and reporting standards with the parent company.

What You Get

We deliver the professional-grade financial outputs that investors demand and operators need to drive growth.

Board-Ready Packages

Professional monthly financial packages tailored for investor meetings, including executive summaries and key variance explanations.

Consolidated Financials

Automated multi-entity reporting with proper intercompany eliminations, giving you a clear view of the entire portfolio.

Audit-Ready Books

Clean, documented workpapers and schedules that make annual audits smooth, reducing auditor questions and billable hours.

Budget Variance Analysis

Detailed BvA reporting to track burn rate, operational efficiency, and ensure you're hitting the milestones for the next round.

Our Process for Scale

A proven methodology to strengthen financial infrastructure and drive value.

Deep Dive Assessment

We review current systems, controls, and data quality to identify risks and gaps in your financial infrastructure.

Foundation Building

We implement robust controls, clean up historical data, standardize the Chart of Accounts, and set up consolidation workflows.

The Monthly Rhythm

We establish a hard close calendar to ensure timely, accurate reporting every month, giving you data you can trust.

Strategic Scale

We partner with management on forecasting, M&A integration support, and exit planning to maximize enterprise value.

Proven Results

See how we've helped other portfolio companies transform their finance function.

Case Study

SaaS Portfolio Company

The Challenge

A $10M ARR SaaS company was preparing for Series B but had failed a preliminary audit due to improper revenue recognition (ASC 606) and messy deferred revenue schedules.

The Solution

We rebuilt the revenue recognition schedules from scratch, implemented a new billing system, and established strict month-end controls to ensure ongoing compliance.

Results

Passed first-year audit with zero adjustments
Reduced month-end close from 20 days to 5
Successfully closed $25M Series B round

Case Study

Healthcare Roll-up

The Challenge

A PE-backed healthcare group acquired 5 clinics in 12 months. Financials were in disparate systems, consolidation was manual, and there was no visibility into clinic-level profitability.

The Solution

We migrated all clinics to a unified ERP, automated the consolidation process, and built a standardized KPI dashboard for the board to track performance across locations.

Results

Real-time visibility into all 5 locations
Identified $500k in cost synergies
Board reporting package automated

Case Study

E-commerce Acquisition

The Challenge

Post-acquisition, an e-commerce brand faced significant inventory accounting errors. COGS were misstated, leading to incorrect gross margin calculations and a loss of investor trust.

The Solution

We implemented proper inventory controls, reconciled physical counts with system data, and restated historical financials to reflect true performance.

Results

Restored accuracy to gross margins
Regained investor confidence
Established reliable inventory forecasting
Optimized working capital usage

Case Study

Professional Services Firm

The Challenge

A growing consulting firm struggled with project-based revenue recognition and tracking Work In Progress (WIP). This led to lumpy revenue recognition and poor resource planning.

The Solution

We deployed a project accounting system with milestone tracking and percentage-of-completion revenue recognition. We also set up dashboards for resource utilization.

Results

Smoothed out revenue recognition
Improved cash forecasting accuracy
Better alignment of resources to projects
Enhanced profitability analysis per project

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Simple, Transparent Pricing

We offer three tiers of service (Lite, Growth, Executive) tailored to your growth stage. Most PE-backed and scaling companies start with our Executive package for board reporting, investor-grade financials, and rigorous controls.

View Packages & Pricing

Pricing varies by complexity (entities, transaction volume, payroll, reporting needs)

Frequently Asked Questions

Build a Finance Function That Scales

Stop letting manual processes and weak controls hold you back.
Get the financial clarity you need to drive enterprise value.

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