Close faster. Report with confidence. Lead with clarity.
Senior accounting leadership without the full-time cost. We tighten your month-end close, sharpen your reporting, and step in as your fractional controller or CFO.
The problems this solves
A close that takes weeks
Financials land on the 20th, long after they could have informed a decision.
Reporting gaps
Lenders, investors, or the board want GAAP-quality statements and insight, not just a P&L export.
Key-person risk
One bookkeeper or controller holds everything together, and a resignation would be a crisis.
Not ready for a full-time CFO
You need strategic finance leadership a few days a month, not a $250K salary.
What's included
- Month-end close redesign with a day-by-day close calendar
- Balance sheet reconciliation standards and review
- Monthly financial statements, flux analysis, and management commentary
- Revenue recognition, accruals, and complex accounting support
- Fractional controller: oversight, review, and team coaching
- Fractional CFO: budgeting, cash strategy, lender and board relations
- Job-cost accounting and revenue recognition for project-based businesses
- Tax compliance coordination: income, payroll, sales, and personal property tax
- Audit, tax, and due diligence readiness
Our process
- DiagnoseReview your last three closes, reconciliations, and reporting package.
- StabilizeClean up balances, fix recurring errors, and set reconciliation standards.
- AccelerateBuild the close calendar, checklist, and automations that shorten the timeline.
- ReportDeliver a monthly package with commentary leadership can act on.
- LeadOngoing fractional support at the level you need, scaling up or down as you grow.
Deliverables
- Close calendar, checklist, and reconciliation templates
- Monthly financial package with KPIs and commentary
- Annual budget and rolling forecast
- Accounting policy memos for key judgments
- Audit-ready workpapers and PBC tracking
Tools we use
Frequently asked questions
How does fractional support work?
You get a dedicated senior leader for a set number of days or hours per month, on a predictable monthly fee. We join your meetings, review your team's work, and own agreed deliverables.
Do you replace our bookkeeper or accounting team?
No. We strengthen your team. We review, coach, and handle complex items, so your people grow rather than get replaced.
How fast can you shorten our close?
Most clients see meaningful improvement within two to three closes, and reach a 5 to 7 business-day close within about six months.
Can you help us prepare for a first audit?
Yes. That's a core service. See also our Internal Controls & Risk practice for control documentation and readiness testing.
Ready to see your numbers clearly?
Tell us where finance feels heavy. We'll show you what's possible and where to start, with no obligation and no jargon.