Modern accounting operations for companies at every stage of growth
Running accounting at a growing company means doing more with less every quarter. We've held senior operational roles inside such companies and have used AI and process redesign to scale these functions — including significantly accelerating a global monthly close. We bring that operational playbook to your team.
A different approach to accounting operations
Traditional accounting outsourcing focuses on cost reduction, often by moving work offshore. Big 4 advisory delivers strategy decks. Neither approach actually runs the function. We've operated these functions ourselves — and we approach this differently.
Operator's perspective
We've held VP and Controller roles — running the monthly close, owning revenue recognition policy, managing accounting teams, leading audit prep. We know what works because we've done it, not because we've consulted on it from the outside.
AI as a core capability
Most firms describe AI as a future capability. We've built and deployed it. We bring those same workflows to your team: automated reconciliations, AI-assisted variance analysis, RAG-driven revenue recognition analysis, and intelligent documentation through vLogic.
Where we focus
Monthly close management
A growing company's close gets longer every quarter unless something changes. More transactions, more entities, more complexity — but the same window. We modernize the close end-to-end: automated analyses and reconciliations, parallel workstreams, AI-assisted and exception-based review.
SEC reporting
Ongoing 10-Q, 10-K, 8-K, and proxy work requires both technical accuracy and operational discipline on a tight filing calendar. We support the full filing lifecycle — drafting, review, XBRL tagging, disclosure controls, and external auditor coordination — either as overflow capacity for experienced teams or end-to-end support for companies still building the function.
Order-to-cash and revenue operations
The OTC cycle touches sales, contracts, billing, collections, and revenue recognition — often the most operationally fragmented function in a growing company. We assess current-state inefficiencies, redesign for scale, implement automation, and align revenue recognition with contract terms (ASC 606).
Accounting team augmentation
Sometimes the right answer isn't process redesign — it's adding executive capacity. We provide controller and director-level coverage on an ongoing or interim basis: covering a leave, bridging a search, or augmenting a stretched team during peak periods.
Process design and optimization
Most accounting processes accrete over years of ad-hoc decisions. We assess where time is going versus where it should be, redesign the workflow, and implement the changes — close calendars, journal entry reviews, account reconciliations, intercompany operations, and consolidation.
What's included
Project engagements (close transformation, process redesign, transition support) follow a consistent pattern. Recurring engagements (team augmentation, ongoing SEC reporting, sustained operational leadership) run on a monthly cadence with defined scope and deliverables.
- 1
Current-state assessment
A diagnostic of how the function runs today — where time is being spent, where the bottlenecks are, what's working, and what needs to change. We bring our own benchmarks from operating these functions at scale.
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Target-state design
A redesigned workflow optimized for your team size and growth trajectory. Includes process maps, automation opportunities, AI integration points, and team role definitions.
- 3
Hands-on implementation
We don't hand off recommendations and walk away. We work alongside your team to implement automations, redesign processes, build reports, and train staff.
- 4
Knowledge transfer
Documentation, runbooks, and training so your team owns the redesigned function once we're done. For ongoing engagements, this transitions to a regular operational rhythm.
Recurring engagements run on a monthly cadence with defined scope.
Enterprise-grade confidentiality
Your financial data, transaction records, and team-level information are processed securely. Our infrastructure uses encrypted enterprise API endpoints, keeps client data isolated, and explicitly prohibits your data from being used to train foundational AI models. We execute mutual NDAs prior to reviewing any documentation.