Automation and transformation are the specialty; accounting is the foundation. Every engagement is scoped around your systems, complexity, and outcomes before work begins.
Transform repetitive finance work into scalable, AI-enabled workflows — less manual effort, more consistency, visibility, and control.
Senior accounting leadership without the cost of a full-time hire.
Accurate records and a reliable monthly close.
The systems and reporting that give leadership real financial visibility.
Typical candidates: month-end close and journal entries, AP vendor communications, reconciliations, recurring reporting, SOP creation, and data transformation between systems.
Map recurring work, pain points, and automation candidates.
Score opportunities by impact, effort, risk, and feasibility.
Build practical workflows on your existing technology stack.
Pilot with process owners, refine controls, document SOPs.
Track adoption, hours saved, and cycle-time reduction.
Engagements are scoped around the work, complexity, systems, and outcomes required — not hours. Defined projects are fixed-fee; ongoing leadership and operations are monthly retainers.
Pricing follows an initial assessment of scope, complexity, systems, timeline, and outcomes — you'll receive it with your proposal.
Retainers are invoiced monthly. Fixed-fee projects may require a deposit and are billed by milestone.
Start with a Finance Automation Opportunity Assessment, or schedule a discovery call to map the right scope.