Truth over theater
We show what is actually happening in your business, even when the answer is uncomfortable.
For Operators, Not Spectators
Serious finance for companies that are done guessing.
We build accounting systems that hold up under growth, fix tax leakage before it becomes expensive, and give leadership a weekly decision rhythm grounded in clean numbers.
Calm execution beats flashy promises.
Most firms sell reassurance. We sell operational clarity. If your books, tax posture, and leadership reporting are disconnected, growth gets noisy fast. We reconnect the system.
Systems over heroics
Good outcomes should not depend on last-minute fire drills or one person remembering everything.
Cadence over chaos
Weekly finance rhythm beats quarterly panic. We build the operating tempo into your calendar.
Recent client work, anonymized.
Every business is different, but the pattern is consistent: cleaner books, tighter tax planning, and faster decisions from leadership.
- 63%
- Average reduction in month-end close time
- $2.1M
- Tax exposure identified before diligence, last year
- 4 days
- Median time to first financial insight delivery
Healthcare Group · Multi-State
Reduced month-end close from 19 days to 7.
Reworked chart structure, rebuilt close checklist, and automated recurring reconciliations. CFO now reviews weekly dashboards instead of waiting for month-end cleanup.
SaaS Platform · Series A
Identified low-visibility tax exposure before fundraising diligence.
Implemented quarterly tax scenario modeling and entity alignment. Investors got a cleaner data room and fewer accounting red flags during diligence.
Creative Agency · 42 Employees
Moved from reactive bookkeeping to weekly profitability tracking.
Built service-line margin reporting and cash forecasting. Leadership stopped pricing projects by instinct and started pricing with confidence.
What we actually do.
These engagements are designed to work together. Most clients use all four so strategy and execution stay aligned.
Fractional CFO
- Forecasting and runway planning
- Leadership reporting cadence
- Board and investor preparation
Tax Architecture
- Entity and compensation strategy
- Quarterly planning scenarios
- Compliance risk hardening
Precision Bookkeeping
- Weekly closes and controls
- Workflow automation
- Audit-ready documentation
Transaction Readiness
- Diligence prep and QA
- Financial narrative packaging
- Process support through close
Simple operating rhythm.
We keep the process transparent so your team knows exactly what is happening and why.
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01 —
Diagnostic
We audit accounting quality, tax posture, and reporting blind spots.
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02 —
System Build
We implement structure, controls, and dashboards tailored to your operation.
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03 —
Leadership Cadence
Weekly operating meetings convert numbers into decisions and priorities.
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04 —
Continuous Optimization
We revisit assumptions monthly and adjust strategy as your business evolves.
Experienced operators, not just technicians.
You work with senior people directly. No handoff maze, no disappearing context.
Marcus Chen, CPA
Managing Partner
Former Big Four advisor focused on scaling founder-led operations with clean financial infrastructure.
Sarah Sterling
Director of Strategy
Leads tax architecture and scenario planning for clients navigating complexity across entities and states.
David Vance
Head of CFO Services
Builds reporting and forecasting systems that help leadership teams move faster with less risk.
Who we work best with.
- Founder-led companies that want financial clarity, not vanity reporting.
- Leadership teams willing to make decisions from data, not habit.
- Operators who prefer direct feedback over polite ambiguity.
How quickly can we start?
Most engagements begin within one week, with diagnostic findings delivered in the first 10 business days.
Do you replace our internal team?
No. We strengthen your internal team with systems and strategic leadership support.
What if we are not a fit?
We tell you directly on the first call and point you to a better path instead of forcing a bad engagement.
If this feels right, let's talk.
Share a little context on your current setup and what needs to improve. We will respond with clear next steps.