Financial Accounting & Reporting Foundation

We establish disciplined, GAAP-compliant financial foundations for established and start-up companies that withstand investor, auditor, and regulatory scrutiny — without over-engineering.

Core Capabilities

Close, Controls & GAAP Discipline

• Accelerated monthly close (target ≤10 business days)
• Early documentation of critical accounting policies:
• Revenue recognition
• Capitalized software & IP
• Stock-based compensation

R&D vs. Operating Expense

• Practical materiality thresholds to keep teams focused on the big picture
• Regulatory compliance remediation, including SOX-aligned internal controls and risk mitigation frameworks to ensure audit-ready operations.

Cash & Liquidity Management

• 13-week rolling cash forecasts (weekly refreshed)
• Run rate and runway visibility
• Sensitivity analysis for to model the impact of revenue delays, fundraising timing, and to identify cost creep

Equity, Cap Table & Investor Reporting

• Fully diluted cap table integrity
• Option grant tracking and 409A readiness
• Clean, decision-ready investor reporting:
• Cash and runway
• Run rate / operating expense trends
• Key operating metrics
• Executive narrative

Automation of reporting and forecasting via tools like Power BI, Tableau, and RPA to enhance accuracy and reduce manual effort.

Outcome: Credible numbers, fewer surprises, faster decisions, investor confidence, and robust regulatory compliance capabilities.  

Strategic Finance & Decision Support

We help leadership teams understand what actually drives value, not just what happened last month.

Core Capabilities

Unit Economics & Business Model Clarity

• Revenue and margin drivers by product and customer
• CAC, LTV, and payback dynamics
• Fixed vs. variable cost structure

Operating Plan & Scenario Modeling

• Living financial models (not static budgets)
• Base, downside, and upside scenarios
• Hiring vs. revenue tradeoffs
• Regulatory timing and capital availability risks

Capital Strategy & Fundraising Readiness

• Capital needs defined by milestones, not calendars
• Dilution and structure tradeoff analysis
• Metric readiness for next-round investors
• “Always ready” fundraising checklists
• M&A integration planning, including post-transaction financial alignment, technology enablement, and functional restructuring for enhanced competitiveness.

Operating Expense Optimization & Transformation

• Identification of efficiency opportunities in legacy processes and tech infrastructure, targeting 20-30%+ operating efficiencies through zero-based planning and automation.
• AI and cloud integration for workflow streamlining, aligned with business objectives to boost ROI.
• Workforce and organizational design to leverage global capabilities, including outsourcing and standardization.

Outcome: Clear tradeoffs, board-ready answers, confident planning under uncertainty, sustainable cost savings reinvested in growth, improved agility, and alignment with strategic priorities. 

Enterprise & Digital Transformation Services

We drive enterprise-wide modernization by aligning AI, automation, cloud solutions, and workforce strategies with business objectives to enhance efficiency, customer experience, and ROI

Core Capabilities

Digital Transformation & Technology Modernization

• Assessment and roadmap for legacy infrastructure upgrades, including cloud migrations and AI integration to optimize workflows and data analytics.
• Deployment of enterprise tools like Appian, Salesforce, ServiceNow, and Oracle ERP for scalable, standardized operations.
• Evaluation of emerging technologies (e.g., Python scripting, RPA) to automate repetitive tasks and enable real-time decision-making.

Process Automation & Optimization

• Streamlining of business processes through zero-based redesign, targeting 20-30% efficiency gains and reduced operational complexity.
• Implementation of automation frameworks to eliminate manual controls, align with non-financial risk standards, and ensure regulatory compliance.
• Cross-functional process standardization across geographies, leveraging global outsourcing for cost-effective scalability.

Workforce & Organizational Design

• Strategic workforce planning, including talent realignment, skills development, and agile team structures to support transformation goals.
• Offshore and nearshore capability building, such as establishing operations in Asia or Latin America for enhanced agility and cost savings.
• Change management programs to foster adoption, including training on new technologies and governance models for sustained performance.

Business Process Outsourcing (BPO) & M&A Integration

• Design and execution of BPO strategies to outsource non-core functions, ensuring seamless integration with enterprise systems.
• Post-M&A support, including technology enablement, functional realignment, and divestiture planning to drive market competitiveness.
• Portfolio governance for transformation initiatives, prioritizing investments based on ROI and strategic alignment.

Outcome: Enhanced operational efficiency, superior customer experience, maximized ROI, regulatory resilience, and agile enterprise capabilities ready for growth and disruption.