FP&A and Accounting
Finance teams are stuck cleaning data, rebuilding models, and defending numbers every month. We come in, stabilize close and reporting, and give you an operating rhythm you can trust.
Outcomes We Drive
This isn’t “fractional FP&A.” It’s building the finance engine you actually need to run the company.
Automated tie-outs, standard reconciliations, repeatable workflow.
Connected drivers across revenue, headcount, and spend.
Every number ties back to system-of-record detail, line by line.
How We Help
We stabilize the present and build what Finance needs next quarter — not next year.
Budgeting & Forecasting
- Investor-ready models for capital raises and M&A diligence (cash runway, headcount plan, bookings, margin).
- Budget models for annual planning, with headcount, compensation, and vendor spend built in.
- Connected forecasts that refresh from source systems — so FP&A isn’t manually rolling forward Excel tabs every week.
- Driver-based forecasting: bookings → revenue → gross margin → EBITDA → cash.
Accounting & Close
- Automated monthly close and reconciliations — revenue, deferred revenue, cash, headcount, and spend.
- Audit prep: schedules, support, walkthroughs, and documentation that stands up under diligence.
- Staff augmentation when you’re under-resourced. We slot in to stabilize so you don’t burn out your controller.
- Clear roll-forwards and evidence of completeness/accuracy for leadership and the board.
What Engagement Looks Like
We don’t disappear and send you a binder. We sit next to Finance (and IT), fix what’s broken, and leave you with repeatable systems.
We map close process, shadow the forecast build, and identify breakpoints: missing reconciliations, late inputs, brittle spreadsheets, undefined KPIs.
We implement the models, tie them to source systems, and build repeatable reporting packages (board, exec, lender, auditors).
We leave you with working infrastructure, documentation, and (if needed) fractional support until you’re staffed.
We’ve supported PE-backed platforms, late-stage venture companies, and public SaaS. References are available — we’ll connect you directly with finance leaders who’ve been through diligence, board pressure, and burnout.
Need hands — or a system?
We’ll help you stand up forecasting models, automate close activities, and ship investor-ready reporting in weeks — not quarters.