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COMPREHENSIVE FINANCE SOLUTIONS

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One integrated partner to run accounting + finance end-to-end.  Our advisory network brings decades of Fortune 500 discipline and startup agility to every engagement

Create an image of a well groomed perfect finance operations, corporate. Management runni

Run - Finance Operations

  • Bookkeeping & General Ledger management

  • Accounts Payable (AP) & Accounts Receivable (AR)

  • Accounting Support

  • Compliance & Audit preparation

  • Bench work for Investment banks

  • Family Office

Transformation image of automation of workflows

Transform - FP&A & Automation

  • Budgeting & Forecasting (monthly, quarterly, annual)

  • Scenario Modeling (what-if, 3+9, 6+6, recast, etc.)

  • Workforce Analytics & Compensation Modeling

  • KPI Dashboards & Board Reporting

  • AI-Powered Automation (Hyperbots, Aleph, BI pipelines)

  • Systems Integration (ERP, HRIS, CRM, data warehouse)

CFO Advice insights support board room communication

Advisory and Oversight - CFO-Level Guidance

  • Interim & Fractional CFO leadership

  • Finance Transformation Roadmaps

  • Strategic Capital Planning & M&A Support

  • Oversight of outsourced operations (quality, accuracy, compliance)

  • Board and Investor communications

  • Ensuring finance is a strategic driver, not a reporting factory

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