The unglamorous, foundational work that makes everything else possible. We get the operational layer right so the strategic work has something solid to stand on.
You can't build strategy on a broken chart of accounts. Operations is where the foundation gets fixed.
Most finance problems aren't strategy problems — they're operational ones. A chart of accounts that doesn't match the business. A bookkeeping process that produces inconsistent numbers. A tech stack stitched together over five years that nobody fully understands.
Finance operations is the work of fixing all of that. Cleaning up the books, redesigning what needs redesigning, and building the systems and processes that make month-end actually close.
This is often the first engagement we run with a new client — getting the foundation right before layering on strategic CFO work. It's also available as a standalone engagement for businesses that have a CFO in place but need help executing.
These are the engagements that consistently uncover problems, save hours of manual work, and make every downstream finance activity more reliable.
Monthly bookkeeping management, review of categorization, and ensuring transactions are coded consistently across periods.
A chart of accounts that matches how the business actually operates — not generic templates. Built for reporting, not just compliance.
Custom reporting packages that surface what matters: gross margin by channel, contribution by SKU, OpEx by department, whatever your business requires.
Reviewing your accounting, AP, AR, expense, payroll, and reporting tools — identifying what's working, what's redundant, and what needs replacing.
Documenting how things actually get done — close, AP, AR, expense reports — so the work doesn't live in one person's head.
One-off engagements: cleanups, system migrations, integration projects, special analyses. Hourly billing for clearly-scoped work.
Operational projects come in many shapes. Here are the most common.
Restoring books that have fallen behind, fixing miscategorized transactions, and getting historical financials accurate so you can build forward from a clean baseline.
A ground-up redesign of how your transactions are categorized — typically driven by a need for better reporting or preparation for a financing event.
Moving from one accounting platform to another (e.g., to NetSuite or out of QuickBooks), or replacing parts of your finance tech stack with better-fitting tools.
Building the financial dashboards and reporting packages that connect raw accounting data to the metrics leadership actually wants to see.
Operational engagements are typically scoped tightly — defined deliverables, defined timeline, defined budget. We start with a diagnostic to identify what actually needs fixing.
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