- SERVING TORONTO, MIAMI, SAN FRANCISCO & NYC THROUGH CFO-GRADE FINANCE OPERATIONS
- TRUSTED BY GROWTH & MID-MARKET TEAMS ACROSS NORTH AMERICA
Clear, practical answers on scope, pricing, timelines, security, and how we work, so you can engage with confidence.
We support growth-stage, established, and multi-entity businesses across industries – tech/SaaS, professional services, e-commerce, brick-and-mortar, real estate, and crypto/Web3.
We work with companies that want predictable reporting, disciplined controls, and finance leadership, whether you’re building your finance function or upgrading an existing one.
Not necessarily. We can replace, augment, or work alongside your team. Engagements are designed around role clarity and accountability.
Typically, after a short discovery call, access setup, and scoping. If you have urgent filings, backlog, or an audit/exam, we can prioritize triage work first.
Most work is fixed-fee and scoped around entity count, complexity, deadlines, and deliverables. Some services (like ongoing finance ops) are structured as a predictable monthly retainer.
We run a structured kickoff: access + data intake, workflow mapping, responsibility matrix (RACI), timelines, and a first-month plan. Then we standardize the cadence for close, reporting, and compliance.
Usually: prior returns/filings, financial statements, bank/credit access (view-only where possible), accounting system access, payroll access, and your org/entity structure.
Yes. We coordinate with your external partners and keep documentation clean – so workstreams don’t conflict, and deliverables tie out.
We generally do not perform financial statement audits. We do prepare audit-ready schedules and working papers and can coordinate with a trusted external audit partner when needed.
For tax authority interactions, we can support correspondence and response management. Representation depends on the service and jurisdiction; we’ll confirm the proper authorization and coverage during onboarding.
That’s common. We’ll triage and stabilize first: bring records up to date, reconcile, clean up prior periods, and build a forward-looking cadence so you don’t fall behind again.
We use standardized close-checklists, reconciliations, review layers, documentation standards, and change control to ensure numbers don’t drift month to month.
We use role-based access, least-privilege permissions, secure document handling, audit trails, and controlled workflows. We can also align with your internal security requirements.
Common stacks include QuickBooks, Xero, NetSuite, Sage Intacct, Bill.com, Gusto, Rippling, Expensify, Stripe, and BI tools (Power BI/Looker). We integrate into what you have or help migrate to what you need.
Yes. We help structure accounting, reporting, and compliance for complexity, consolidations, intercompany, and cross-border coordination.
Yes, cash flow visibility (including rolling forecasts), variance review, and reporting packages are common deliverables in our finance advisory engagements.
Yes. We support crypto businesses and crypto exposure within traditional companies, while focusing on clean records, defensible reporting, and controlled treasury processes.
No. We provide finance, accounting, and tax coordination services. We collaborate with your legal/investment professionals when needed.
Most clients see improved close timelines, fewer surprises in cash and compliance, cleaner audit readiness, and more reliable reporting. Exact outcomes depend on the starting condition and the scope.
Start with a short discovery call. We’ll recommend the smallest scope that solves the real bottleneck, then scale up only if needed.
This is a simplified template that allows you to create your own PE distribution waterfall for returning capital to the LPs, GPs, etc with different fund structures. It’s plug-and-play: enter your own numbers (or formulas) and the outputs will auto-populate.
This template is a simplified 3-statement model with a DCF and Weighted Average Cost of Capital (WACC) to demonstrate how the Enterprise Value and Equity Value of a company is determined. It’s plug-and-play: enter your own numbers (or formulas) and the outputs will auto-populate.
Build a private equity LBO model using flexible financing/debt inputs and supporting schedules. It’s plug-and-play: enter your own numbers (or formulas) and the outputs will auto-populate. The template also includes all three financial statements, a discounted cash flow (DCF) analysis, and a sensitivity analysis.
A guide to building finance-grade models with clean inputs, defensible assumptions, and stakeholder-ready outputs, including how the three statements connect and how to structure models that hold up in diligence.
Download our walkthrough of how to prepare for a valuation, what information matters most, and how professionals triangulate value using income, market, and asset-based approaches.
Use this checklist to gather documents before we prepare your T3 Trust Income Tax and Information Return. If you’re unsure about an item, include what you have, we’ll confirm what’s required.
