Our Services
Comprehensive solutions tailored to your business needs
Fractional Controllership Services
Part-time controller expertise for monthly close activities, optimizing processes, and implementing systems (Netsuite, Sage Intacct, Bill.com, Concur).
SaaS tech and Fintech Expertise
Providing ASC 606 revenue and ASC 842 lease disclosure compliance. Offering deep knowledge of growing and scaling MRR.
Broker-Dealer FINOP Services
As a Series 27 holder, providing consulting and filing services for broker-dealers for monthly, quarterly, and annual FOCUS and SSOI FINRA reports.
Blockchain Tax Services
Specialized cryptocurrency and blockchain tax consulting to navigate digital asset regulations and reporting.
ERP System Implementation
Expert implementation and integration of enterprise systems including NetSuite and Sage Intacct, along with seamless third-party integrations for Ramp, Bill.com, and other critical financial platforms.
AI-Powered Process Automation
Leveraging cutting-edge AI and automation technology to streamline month-end close processes, reduce manual data entry, and significantly accelerate financial reporting cycles while maintaining accuracy and compliance.
