Frequently asked questions

We are a CPA-led finance firm. We provide bookkeeping, fractional CFO and Controller services, billing and collections, procurement and payables, and mergers and acquisitions support. We also build AI-enabled finance applications on your ERP data so your team closes faster, forecasts better and answers questions in seconds.

A Controller owns accuracy: the close, reconciliations, controls and audit readiness. A CFO owns direction: forecasting, capital, board and investor reporting, and strategic decisions. Many clients start with one and add the other. We provide both.

Venture-backed and founder-led companies, from early stage to mid-market, across manufacturing and CPG, SaaS and AI software, hardware and deep tech, marketing technology, hospitality tech, healthcare and e-commerce.

Not necessarily. We can lead your team, work alongside it or run the function ourselves. We define roles and handoffs up front so nothing falls between the cracks.

After a free 30-minute consult, we send a scoped proposal. Most engagements begin within one to two weeks of sign-off, starting with access setup and a review of your books and workflows.

Weeks one to four: assess your close, cash and reporting, and stabilize the books. Weeks four to eight: connect your ERP and stand up the reporting, close and cash tools you need. By day 90 you have a predictable close, a working forecast and a monthly reporting package.

AI answers only from the figures on screen and says so when something is not in view. Forecasts and risk scores are documented rules, not opaque models. Nothing is emailed or paid automatically, and users are prompted to verify anything they act on.

Our applications use Claude by Anthropic as the AI layer for grounded Q&A, review and billing agents. The ERP remains the system of record.

No. The applications are optional. We can work entirely inside your existing systems, and introduce AI only where it clearly saves time.

Role-based access, least-privilege permissions and encrypted connections. The AI only sees data each user is entitled to see. We are happy to sign an NDA and work within your security policies.

NetSuite, Sage Intacct, QuickBooks and Workday for accounting; Workday Adaptive Insights and Snowflake for planning and data; Orb, Zuora, Stripe and Airwallex for billing and payments; Coupa, Zip, Bill.com, Brex, Ramp, Airbase, Expensify and Concur for spend; Carta, Shareworks, Gusto, ADP, Justworks and BambooHR for equity and payroll; Salesforce, HubSpot and Front for CRM and communications.

Most work is a fixed monthly retainer based on scope: number of entities, transaction volume, reporting needs and complexity. Projects such as AI application builds, clean-ups and M&A support are scoped separately with a fixed fee.

No. Ongoing engagements are month to month after an initial onboarding period. We earn the relationship every month.

No. We do not provide audit, assurance or tax filing services. We prepare audit-ready schedules, manage PBC requests and coordinate with your external auditors and tax advisors.

Start with a free consult. We will look at where the bottleneck is and recommend the smallest scope that fixes it.