Financial Reporting & Accounting

Unlike traditional firms that rely on junior teams or contractors, we embed highly experienced operators directly onto your team.

Our consultants are chosen from the top 10% of the market and are our full-time employees who combine deep technical expertise with hands-on operational experience, averaging 20+ years in the field.

This means you get the perfectly chosen expert for your specific needs, who operates as an extension of your team, drives immediate results, and elevates your entire finance operation through their proven methodologies and industry knowledge.

We exclusively hire senior finance professionals who have both led and executed complex financial operations in many real-world scenarios.

Each consultant must demonstrate exceptional technical expertise, strategic thinking, and a proven track record of success across challenging business environments.

Our consultants have actually "sat in the seat" - meaning they've held senior finance positions and truly understand the day-to-day challenges of running finance operations. This combination of technical knowledge and practical experience matched to your specific challenges enables them to deliver superior results.

Our leadership & Client Services teams are made up of experienced finance and accounting consultants themselves, so they actually viscerally understand what your challenges are and who's best suited on our team to solve them.

We also use a precise diagnostic approach to match the right expert to your specific challenges by carefully evaluating project requirements, industry context, and technical needs to deploy consultants with directly relevant experience.

Our very selective hiring process maintains a diverse pool of specialists across many finance disciplines, ensuring we can address any financial challenge with the exact expertise needed. While out on a project, each of our consultants can leverage the collective knowledge & experience of all ~100 experts on the team whenever needed.

This strategic matching process, refined over years of successful engagements, maximizes project success and client satisfaction.

Financial reporting and accounting refer to the processes used to record, organize, and present a company’s financial activities.

Accounting involves capturing and classifying financial transactions, while financial reporting focuses on summarizing this information into statements such as the income statement, balance sheet, and cash flow statement.

These functions provide transparency, support compliance, and help stakeholders make informed business decisions.

The right time to bring in outside help for financial reporting and accounting is when internal resources are stretched, reporting accuracy is at risk, or key initiatives—like audit preparation, system implementation, or close cycle acceleration—require additional expertise. Support is also valuable during periods of growth, compliance changes, or when upgrading reporting processes for greater efficiency and insight.

Our operators work effectively across organizations of all sizes and industries, bringing deep expertise in both technical accounting and strategic reporting.

While we often support companies during periods of growth or transformation, our approach adapts to meet various reporting needs, from streamlining monthly closes to enhancing SEC compliance.

Financial reporting and accounting contracts typically range from 3 to 9 months, depending on the scope of work.

Shorter engagements may focus on month-end close optimization or system implementation, while longer contracts support broader process transformation, compliance upgrades, or audit readiness.

Engagements are structured to deliver sustainable results with flexibility to extend as needed.

We begin by understanding your current reporting processes and specific challenges.

While having basic financial data available is helpful, our experienced operators can work with various starting points.

Our approach adapts to your organization's existing systems and resources while identifying opportunities for enhancement.

Yes, we tailor reporting solutions to align with your specific business needs and strategic objectives.

While we leverage proven best practices, our approach focuses on developing reporting frameworks that make sense for your organization's unique requirements, whether that involves streamlining existing processes or building new capabilities.

We focus on elevating reporting beyond basic compliance to drive strategic decision-making. This typically involves developing targeted KPIs, enhancing analytics capabilities, and creating clear connections between financial results and operational drivers.

Our approach emphasizes making financial data more accessible and meaningful for business leaders.