What we do
We work with companies at every stage of growth — from startups to small and mid-cap public companies — on the accounting matters that need senior attention: complex technical issues, audit and IPO preparation, scaling operations, and the AI strategy that's becoming hard to ignore. Every engagement combines senior accounting expertise with AI engineering, delivered through vLogic — our AI platform that handles the mechanical work so the judgment stays where it belongs.
Technical Accounting
Technical accounting is where complex fact patterns meet professional judgment. With vLogic, we analyze your contracts and produce defensible memos with full source citation and authoritative ASC references. Our areas of expertise include but are not limited to:
- • AI-assisted research and memo drafting
- • Revenue recognition (ASC 606)
- • Business combinations (ASC 805)
- • Leases (ASC 842)
- • Stock-based compensation (ASC 718)
- • Derivatives and hedging (ASC 815)
- • Emerging issues that don't fit neatly into any existing standard
Readiness & Transactions
Significant corporate events demand audit-grade preparation — whether it's your first-year audit, an IPO on the horizon, initial SEC reporting, first-year SOX, or an M&A deal. We know what the auditors will ask, what the bankers will need, and where companies typically require assistance. The goal is no surprises when it matters.
Learn more →Accounting Operations
We understand what it takes to run an accounting function well and provide the following services:
- • Monthly close management
- • Ongoing SEC reporting (10-Q, 10-K, 8-K, proxy)
- • Order-to-cash and revenue operations
- • Accounting team augmentation and oversight
- • Process design and optimization
Most of these engagements run as ongoing partnerships, scaling up or down as your needs change.
Learn more →AI Strategy & Automation
You know AI matters for accounting but you're not sure where to start. We're here to help you figure out where automation actually pays off, design the solution, build a prototype to prove it works, and partner with your engineering team if you want to take it into production. No hype, no vendor pitches — just practical AI applied to real accounting problems.
Learn more →How engagements actually work
Traditional accounting firms quote weeks of scoping and months of execution. We've built something different. AI handles the mechanical work, which means we move faster — but we don't cut corners on the judgment that makes the work worth paying for.
How we structure engagements
Most of our work falls into one of three buckets:
Fixed-fee projects
For defined work like a technical memo, an audit readiness assessment, or an AI automation prototype. You know the scope, deliverable, timeline, and price before we start.
Fixed-fee engagements
For defined recurring work — close management, controller-level support, or sustained operational leadership. Priced monthly based on the scope and level of support.
Hourly billing
For additional work outside fixed scope, or for clients who prefer pay-as-you-go for advisory time. Billed monthly against actual hours.
Most clients start with a project. Many of those projects turn into recurring engagements once we've worked together for a while and know we're a good fit.
How long things typically take
Some rough timelines for the most common engagements:
These are faster than traditional consulting because vLogic does the heavy lifting on documentation, research, and reconciliation work. The judgment calls — what the right answer actually is — still take the time they take.
How we stay in touch
It depends on what works for you. Some engagements run mostly on email and shared documents. Others have standing weekly video meetings. Some clients prefer in-person work when geography allows. We adapt.
What happens when you reach out
The path from "I should call them" to "we're working together" is faster than you'd expect:
You hear back within one business day
Usually the same day. We're not running a sales operation that needs to qualify you first.
We schedule a 30-minute intro call
Free, no pitch. The goal is to understand what's going on, what you're trying to solve, and whether we're the right fit. We'll tell you honestly if we're not.
We scope the work together
For most engagements, this is a single 2-hour working session using a structured checklist we've refined over many projects. For more complex situations, we may need a follow-up conversation or a short document review first.
You get a proposal within a week
Written scope of work and engagement letter that outline deliverables, timeline, fees, and the assumptions.
Work starts when you're ready
Most engagements kick off within a week of signing.
The traditional consulting model treats scoping as billable work that drags on for weeks. We treat it as the cost of starting the relationship. We're confident in our process because we've done it many times.
Common questions
Yes. We're based in Princeton, New Jersey, but we work with companies across the country. We have especially deep relationships in the Northeast and West Coast. Most engagements run remotely with occasional in-person work when it adds value.
Almost always. It's the most common setup. Most of our clients have an in-house team that handles the day-to-day, and they bring us in for the work that exceeds their capacity or specialized expertise. We're a supplement, not a replacement.
A senior accounting executive — never delegated to junior staff. Senior judgment is what you're paying for, and it stays with the people who can stand behind it. We partner with select contractors for specialized work when needed, but the principal on every engagement is at the executive level.
No. vLogic is how we deliver our work, not something we sell separately.
Every engagement starts with a mutual NDA. Your data is kept separate, never used to train AI models, and handled under practices aligned with SOC-2 standards. We can customize specific protocols to fit your security requirements.
Often, yes. We start with a short assessment of where things stand — what's been done, what's worked, what needs to change. We frequently get called in when a previous effort (internal or external) has stalled.
Honestly, they usually do. Engagement letters include a clear process for adjusting scope, timeline, or fees when things shift. We'd much rather have a real conversation about a change than execute against a plan that no longer fits.
Companies at every stage of growth — from seed-stage startups with their first technical memo to small and mid-cap public companies managing ongoing SEC reporting. The common thread is specific accounting work that benefits from senior expertise: a first ASC 606 analysis, an initial stock comp policy, audit readiness, complex transactions, or operational modernization. We're not a fit for general bookkeeping or fractional CFO needs, and we'll point you in a useful direction if that's what you're looking for.
AI is engineered into every engagement. It accelerates the mechanical work, but it doesn't replace the judgment that makes the work valuable. Every conclusion in every deliverable is reviewed by a human expert. The AI emphasis on our website reflects what's distinctive about us — we've actually built and deployed AI tools, not just talked about them — but the work itself rests on years of audit and accounting experience.