ACCOUNTING  •  FINANCE  •  TECHNOLOGY

Accounting and financial services for the middle market.

A finance-first firm led by operators who have lived inside the close. We build the accounting operations, reporting infrastructure, and supporting technology that mid-market finance teams need to close faster, report cleaner, and scale without breaking.

WHO WE SERVE

Companies that have outgrown
the tools they started with.

VC-Funded Growth Stage

Series A and B companies that need investor-ready reporting and a close process that doesn't break every month. We build the financial reporting infrastructure that boards, auditors, and future lead investors expect to see.

PE-Backed Portfolio Companies

PortCos operating under monthly reporting covenants and quarterly board cycles. We tighten close timelines, clean up reporting packages, and fix the system-level issues that create surprises at quarter-end.

Private Mid-Market Firms

Founder-led and family-held businesses with real revenue and accumulated accounting workarounds. We bring institutional-grade accounting rigor without the Big 4 overhead or enterprise complexity.

We serve companies that have outgrown their initial processes and tools, but require agile execution without global enterprise bloat.

WHAT WE DO

Three practice areas. Built to
work together.

ACCOUNTING  OPERATIONS

Day-to-day accounting, run by people who know how a close actually works.

Full-cycle accounting and close management for finance teams that need more than a bookkeeper and less than a full-time controller.

  • Full-cycle bookkeeping and general ledger
  • Accounts payable and receivable
  • Monthly close management
  • Reconciliation and variance analysis
  • Controller oversight on retainer

FINANCIAL REPORTING

Audit-ready financials and the reporting infrastructure behind them.

GAAP & IFRS compliant financial statements, board reporting, and management reporting built to hold up under audit and inform real decisions.

  • Monthly and quarterly financial statements
  • Board and investor reporting packages
  • Management reporting and KPI dashboards
  • Audit preparation and support
  • Technical accounting memos

FINANCE TECHNOLOGY

Software and automation, engineered around finance, not retrofitted from IT.

Close automation, system integrations, and ERP configuration fixes, delivered by a team that understands both the code and the chart of accounts.

  • Close automation and workflow orchestration
  • Integrations between ops systems and the GL
  • ERP configuration and optimization
  • Reporting and reconciliation automation
  • Data validation and quality routines

START HERE

We diagnose. Then you decide what's worth doing.

The fastest way to work with us is to book a 30-minute call. We'll ask about your close, your reporting, or whichever bottleneck is costing your team the most time. If a bounded diagnostic makes sense, we'll scope it. If it doesn't, we'll say so.