Services

    Financial architecture for founder-led companies

    Seven integrated practice areas: advisory, accounting, bookkeeping supervision, controller support, construction analytics, domestic tax, and international tax, delivered as one coordinated engagement.

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    Supervision vs Controller Support

    Both services strengthen your accounting function, but at different depths. Use this guide to choose the right level of engagement for your current stage.

    Bookkeeping Supervision

    For companies with a bookkeeper who needs senior review and GAAP oversight.

    Fractional Controller

    For companies that need someone to own the close, controls, and audit readiness.

    Monthly Close

    Review and validate your bookkeeper's close work, reconciliations, and entries. Catch errors before they compound.

    Own the entire close process from journal entries to final statements. Set the calendar and enforce deadlines.

    GAAP & Accrual Accounting

    Correct misclassifications, convert cash basis to accrual where needed, and enforce consistent chart of accounts usage.

    Full GAAP compliance, technical accounting memos, ASC implementation, and complex accrual management.

    Financial Reporting

    Clean monthly statements, KPI dashboards, and investor-grade reporting packages.

    Variance analysis, board-ready reporting, management reporting packs, and trend analysis.

    Audit Readiness

    Organize workpapers, document reconciliations, and prepare supporting schedules for your audit team.

    Lead audit coordination, respond to PBC requests, manage auditor relationships, and represent your finance function.

    Revenue Recognition

    Review deferred revenue schedules and ensure contract milestones align with recognized revenue.

    Design and implement ASC 606 policy, build revenue models, and handle multi-element arrangements.

    Team Oversight

    Supervise in-house or outsourced bookkeepers. Quality assurance and direct communication with your accounting team.

    Lead the accounting function. Hire, train, and manage bookkeepers. Establish internal controls and segregation of duties.

    Process & Documentation

    Monthly close checklists, process documentation, and standard operating procedures for your bookkeeper to follow.

    Policy creation, internal control frameworks, procedure manuals, and compliance documentation.

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