Industries
Healthcare
Whether your area of expertise is in rehab, clinical, dental, wellness, pharmaceutical, or community-based care, navigating the complexities of healthcare finance requires precision, compliance, and deep industry insight. Our firm delivers tailored accounting solutions that help providers stay focused on patient care while we handle the numbers with accuracy and care.
Common Areas of Accounting Vulnerability
- Expense allocations
- Medical coding and billing accuracy
- Proper revenue recognition on insurance adjustments, co-pays, deductibles, or retroactivity
- Accounting alignment with management services agreements
Established Mitigation Strategies
- Implement robust patient estimation tools to forecast out-of-pocket costs and insurance adjustments at time of service
- Conduct internal reviews of coding and billing practices
- Regularly reconcile explanation of benefits
- Automate expense allocations using proper allocation bases
Professional Services
Your expertise deserves financial strategies that match your ambition. We provide proactive accounting and advisory services that empower consultants, attorneys, and other professionals to grow confidently and sustainably.
Common Areas of Accounting Vulnerability
- Trust accounting management (IOLTA)
- Client-related expense billbacks
- Work in progress tracking
- Cash flow volatility
Established Mitigation Strategies
- Enforce 3-way reconciliations monthly (bank, ledger, client)
- Implement an expense management platform and create policies to tag all client-related expenses at the point of entry with matter/project codes
- Implement WIP dashboards that track hours, costs, and milestones in real time and task management focusing on weekly budget reviews
- Use rolling cash flow projections, negotiate reserve agreements, and automate invoicing
Nonprofit
We support nonprofit organizations with specialized accounting, bookkeeping, and financial leadership services tailored to mission-driven operations. From accurate fund tracking and donor reporting to strategic planning and grant management, we help nonprofits stay compliant, transparent, and financially sustainable. Our transformation services modernize outdated systems, enabling real-time insights and smarter decision-making.
Common Areas of Accounting Vulnerability
- Proper tracking of restricted vs. unrestricted funds
- Proper usage of donor-restricted contributions
- Spend tracking against grant budgets
- Integrated systems for donations, accounting, and reporting
- Pledge accounting vs. departmental cash basis accounting
Established Mitigation Strategies
- Set up fund accounting software to track fund and organizational level tracking to streamline functional expense and financial reporting
- Set up donor-spend parameters within treasury management and regularly review restricted fund usage
- Assign required unique identifier fielders related to expense tagging
- Use middleware integration software such as Zapier to connect CRM, accounting, and reporting tools
SaaS and Technology
Financial infrastructure that keeps pace with your product.
We partner with SaaS and technology companies as their outsourced financial operator, building the accounting, reporting, and advisory infrastructure required to scale. From revenue recognition and payment processing controls to cloud spend optimization, cash forecasting, and Rule of 40 performance, we help leadership teams gain clarity around the metrics that matter most.
We solve common growth-stage challenges including unreliable SaaS metrics, delayed reporting, uncontrolled operating expenses, rising infrastructure costs, fragmented financial systems, and limited visibility into profitability. By combining accounting, CFO advisory, and operational finance expertise, we give founders and executives the insight needed to make faster, smarter decisions and build a more valuable company.
Common Areas of Accounting Vulnerability
- Subscription and usage-based revenue recognition
- Deferred revenue reconciliation across billing and the general ledger
- Weak MRR and ARR Reporting
- Discount, chargeback, and processing fee leakage
Established Mitigation Strategies
- Connect billing, CRM, and accounting systems through a disciplined revenue subledger process.
- Reconcile contracts, billings, cash, and deferred revenue on a defined monthly close cadence.
- Build a SaaS-ready chart of accounts that distinguishes product, platform, support, and go-to-market costs.
- Create management reporting for retention, cash runway, burn, and gross-margin decisions.
Numbers that tell you where to go.
Whether you are refining your first operating model or preparing for your next fundraise, our team aligns day-to-day accounting with the operating metrics that matter to investors and leaders.