What we do
Applying AI and automation along with 15+ years working at EY and high growth businesses applying rigor and the highest quality standards we will make your Accounting operations best in class, or take it over and be the only external bookkeeper you'll ever need or want.
What We Cover
Month-End Close Automation
Systematically reduce your close timeline to 5 days or fewer. We identify bottlenecks, eliminate dependencies, and implement a structured close process that runs predictably every month.
Journal entry automation
We build AI assisted workflows that automate repetitive journal entries directly from your source systems reducing manual work and improving accuracy.
Revenue Day 1
Revenue is recognized and visible immediately. We implement automation that connects your source systems directly to reporting, so your numbers are ready from day one
AP / AR / Cash matching
We implement a rolling close approach across payables, receivables, and cash keeping everything continuously up to date instead of piling up at month end.
Financial reporting
We rebuild your reporting from the ground up tailored to how you and your stakeholders actually want to see the business. Automated, accurate, and board ready.
Debt covenants
We track and automate covenant calculations directly from your accounting system ensuring visibility and eliminating last minute surprises.
ERP and systems implementation
We help you select, implement, and integrate a modern finance stack designed for clean data, scalability, and real time reporting.
Best In Class Accounting
Drawing on years of building elite finance teams at high-growth Bay Area startups and private equity portfolio companies, we deliver your books at the highest level the way you actually want it done.