Outsourced Finance services

Looking for an Outsourced Finance Partner

Here’s What Actually Matters.

If you’re looking for an outsourced finance partner, you’re probably past the point where a bookkeeper and a spreadsheet cut it. You need people who can run the finance function, the close, the reporting, the planning, without you having to manage them. We do all of that. But since you’re comparing options, here’s what actually separates one finance partner from the next.

The work we do

Any of these can stand on its own. Most companies come to us for one and grow into the rest.

Accounting and the monthly close. Clean books, closed on time, that you can actually trust. It’s the foundation everything else stands on.

Controller oversight. Someone senior making sure the numbers are right, the process holds, and nothing important slips through.

Planning and forecasting. A forward view of cash, revenue, and the trade-offs in front of you, so you can see around corners instead of reacting to them.

CFO-level strategy and board support. Turning your strategy into numbers, getting you ready for the board and for investors, and helping you make the big calls with confidence.

Systems and infrastructure. Choosing and setting up the right financial tools, so your data is reliable and your team isn’t held together by spreadsheets.

The difference is how they fit together

Most firms sell these as separate line items. We don’t, because on their own they just keep the lights on. Clean books tell you what already happened. A forecast is only as good as the decisions it informs. A strategy that never reaches the numbers stays a slide. Run together, connected to your operations and your strategy, they become something else: one connected practice where decisions, execution, and results reinforce each other. We call it the Execution Engine. It’s the difference between finance that reports the past and finance that drives what’s next.
Illustration of a new leader who's stepped in and doesn't trust the numbers yet

Advisors give you a recommendation and leave. Operators build something that keeps working after they’re gone.

Start with what you need

You don’t have to take it all on at once.

Come to us for the piece that’s most urgent:

  • the close that’s behind
  • the forecast you don’t have
  • the raise you’re preparing for

We’ll fix that first. The difference is that we build it to connect to everything else, so the thing you need today becomes part of the thing you’ll need next year.

Not sure which piece you need first?

That’s a normal place to start. Let’s talk through what’s actually slowing you down and figure out where to begin.

Schedule time with Us

Common Questions

Both, and everything in between. Plenty of clients start with us running their day-to-day accounting and close. Others come for planning or board support. We do the full range, and it all connects.

Yes. Most engagements start with one piece, usually whatever’s most urgent. We build it to connect to the rest, but you’re never required to take on everything at once.

Both, and that’s the point. We do the outsourced accounting work, but we don’t stop there. The accounting, the planning, and the strategy run as one connected practice rather than separate services. That’s what makes the whole worth more than the parts.

Growing companies across a broad range of industries. What matters to us isn’t your sector, it’s whether your finance function has kept pace with your growth. We’ve done strong work in SaaS and technology, professional services, distribution, manufacturing, e-commerce, and associations, among others. And in the rare case we don’t think we’re the right fit to deliver what you need, we’ll say so.