Three finance pillars and one automation layer, coordinated behind a single point of contact. Take one pillar or the whole stack. The advantage is that it all lives in one house, so work moves between accounting, FP&A and advisory without you managing the hand-offs.
Every service, seamlessly delivered under your brand. From white-label bookkeeping to strategic finance and transaction advisory, our full suite of capabilities operates strategically behind the scenes. Your brand remains front and center, while our expertise drives it from behind.
Executive-to-controller-level support across industries and sizes, with a niche in $2M to $50M businesses.
The analytical layer a fractional CFO presents to their client, built beneath them.
Deliverables that help your clients raise capital and prepare for fundraises and exits.
We build proprietary tools, including a real-time financial dashboard that connects directly to QuickBooks, Xero or NetSuite. It replaces static spreadsheets with a branded portal your client logs into:
How we position it: the dashboard is not a standalone product. It comes as part of an accounting or FP&A engagement, fully white-labelled to your brand and domain. It is the deliverable your client sees as the visible outcome of month-end close.
Because we serve fractional CFOs, controllers and the investment world at the same time, our in-house bench covers the whole chain, coordinated behind one point of contact.
Bookkeeping and close specialists across industries and entity structures.
Financial modeling and valuation analysts with real deal exposure.
Market research, competitive analysis and benchmarking to support the numbers.
Writers who produce CIMs, teasers and pitch decks to your standard.
Graphic designers who make every deliverable look client-ready.
The team that builds the dashboards, tools and automations behind the work.