How we work
A boutique firm inside your numbers.
two things, done properly, for growing businesses: the CFO relationship and the accounting operations underneath it. AI is how we do the work, not the thing we sell.
The ongoing relationship
forecasting, cash planning and board-ready numbers, prepared by the same person every month so nothing has to be re-explained.
the value is in the conversation before a decision, not a deck after it. hiring, pricing, inventory buys, raising: you have someone in the numbers with you.
The monthly engine
close on a schedule you can plan around. reconciliation that actually ties to the bank across every channel you sell on.
AP and AR run properly, with approvals and documentation where they belong, so the reporting sitting on top of it can be trusted.
Built into the work
we are an AI consulting firm that does the accounting, not a vendor selling you software and leaving.
the automation lives inside the engagement, so the speed shows up in your close and your reporting without another handoff to manage.
every engagement runs through the portal: reporting, documents, approvals and messages in one place, so nothing lives in an email thread.
See the portalset in the discovery conversation once we understand the shape of your revenue and where the month currently breaks. no package list to pick from.