CFO & Controller Advisory
We work directly with CFOs and Controllers to redesign how their finance function operates — AI strategy, process architecture, systems selection, and operating model design. Practical transformation with measurable outcomes.
Process & Operations
- Close acceleration & standardization
- Finance workflow redesign
- Reporting environment improvement
- GL and chart of accounts structure
- Management vs. GAAP alignment
Technology & AI
- AI adoption strategy & roadmaps
- ERP assessment & optimization
- Automation and workflow design
- Systems selection support
- AI-native tool deployment
Leadership
- Operating model design
- Internal audit function buildout
- Enterprise risk management
- Audit committee reporting
- Interim CFO / Controller
Small and Medium-sized Business (SMB) Finance Solutions
A complete, AI-enabled finance function for SMBs that have outgrown their bookkeeper but aren't ready for a full-time finance executive. Built around automation from the start.
Foundation
- Accounting system setup
- Chart of accounts design
- Monthly close process
- Bank reconciliation
- AP/AR integration
Reporting
- Financial dashboards
- KPI reporting
- Budget and forecast
- Cash flow modeling
- Board reporting
Strategic Oversight
- Fractional CFO
- Fractional Controller
- Process automation
- AI tool integration
- Team development