Accounting & Data Experts in Your Corner.

We take a customized approach to providing a fixed fee for each client. We utilize a pricing framework that incorporates transaction volume, complexity, reporting requirements, internal support, and specific client requests. See our pricing page to learn more!

This is a great question that we field quite often. While we often work alongside internal teams to fill specific roles within the finance function, we will be the first to raise our hands to let you know that it's the right time to transition to full-time support. Whether it's our first conversation or we've been working together for years, our goal is to ensure you have the right financial fit for your growth.

The nature of growth companies often requires the ability of the finance function to support short-term initiatives - systems conversions, investor preparation, financial modeling, temporary support, etc. While we make every effort to accommodate for our existing clients, we selectively take on one-time projects based on our capacity, skillset, and ability to serve the client's project well. If we're not able to handle it, we have dozens of partners who we'd be happy to refer you to as well.

We are in the business of service. Our goal is to serve our clients and serve them well. While we utilize a tech-forward approach to accounting and leverage technology to create efficiencies in the finance function, we concurrently believe that a delightful blend of expert human service and automation yields the highest impact for our clients.

We take data security seriously. We run end-to-end encryption for data living in the cloud, on machines, and in transit. Each client has a dedicated, secure environment, and your data is never mingled with anyone else’s. Need extra-tight security? We can also work within your existing systems to keep everything inside your walls.

It’s yours... always. While we offer ongoing services to host and maintain your data solutions, we’re not about locking you in. Think of us as your partner, not a walled garden. When you’re ready to bring everything in-house, we’ll help transition it seamlessly. Our goal is to enable your growth and independence on your data journey.