Who we work with, and the work we do.

A platform grows by buying companies. Each one arrives with its own ledger, its own chart of accounts and its own version of a customer list. We bring them onto one record, then put agents on the repeating work so the group close stops depending on heroics.

• Post-acquisition integrationWe bring every acquired company onto one set of books.
• ERP selection and migrationWe help you choose the right platform and move you onto it.
• Month-end close automationThe close runs on a schedule instead of on overtime.
• Board and investor reportingReporting that is accurate and arrives on time every month.
• Revenue analyticsOne trusted view of revenue, growth and retention.
• Due diligence readinessYour books are ready before the buyer starts asking questions.
• Finance function assessmentA clear read on how finance runs today, and a plan to improve it.

Busy season runs on overtime and a handful of senior people. We modernize the reporting your practice system cannot give you, put the recurring compliance work on a record agents can run, and train your staff to operate them.

• Practice management modernizationPartners see WIP, AR and realization without waiting for a report.
• Tax compliance operationsRecurring tax work becomes faster, more accurate and easier to review.
• Client accounting automationClient bookkeeping and reconciliations run with far less manual work.
• AI adoption and enablementYour team learns to use AI safely in daily client work.
• Business development automationPublic sector bids are found for you and matched to your services.

Operations teams re-key documents and check fees by hand because the alternatives all involved sending data somewhere else. We build agents that run inside your own systems and your own cloud, with your team approving every exception.

• Document intake and validationDocuments are read, checked and routed without being re-keyed.
• Fee reconciliationFee income is checked against the agreement every period, not sampled.
• Onboarding and know your business checksOnboarding checks are prepared in full so the analyst decides faster.

Tax, receivables and compliance reports are rebuilt from the ERP every period by people who deserve better work. We automate through the screens and extracts you already use, and let agents produce the reporting on schedule.

• Order to cash automationFaster billing, collections and receivables reporting.
• Indirect tax complianceSales tax and VAT prepared from ERP data and ready for audit.
• SOX and audit readinessControls and evidence stay ready all year.

Marketplaces, stores and your own website never agree with the ledger on the first pass. We bring channel and point of sale data straight into your books and let agents match payouts, flag short payments and keep the compliance calendar current.

• Channel revenue reconciliationEvery sales channel reconciled to your books.
• Sales tax complianceMulti-state sales tax filed accurately and on time.
• Licensing and regulatory complianceEvery license and registration kept current.
• International entity accountingForeign entities and currencies managed in one place.

Tenant balances sit in the property system and the follow-ups sit in inboxes. We keep your property system as the record and put agents on the work around it: statements, collections follow-up and the data entry that fills your team's week.

• Receivables and collections managementTenant receivables tracked and collected on time.
• Property accounting automationRoutine property accounting moved off spreadsheets.

Reconciliations are months behind and the auditor is coming. We keep your current ledger, read the bank statements as they arrive, and reconcile every account and fund each month for finance to approve.

• Cash reconciliation and closeAccounts reconciled and the close kept on schedule.
• Legacy system modernizationModern automation around the systems you already run.