Partners

For finance firms

some of our work arrives through other finance firms. a CPA firm or bookkeeping practice has a client who needs more than compliance, or a close that has outgrown the way it is run, and would rather bring someone in than build the capability internally.

we stay in our lane. you keep the relationship you have built, we do the CFO and accounting operations work alongside it, and the client sees one coordinated engagement. if that is a conversation worth having, we are happy to have it.

mention your firm when you book so we can prepare.