The finance function, ready for the capital it's about to raise.
Most mid-market businesses preparing for an investment have never been through one before. The finance function that carried them to this moment is calibrated for operating the business, not for underwriting it. We sit with management teams, their bankers, and sponsor diligence teams in the months leading up to a transaction, on either side of the deal. The work moves on multiple tracks: translating cash or modified-cash books to GAAP, building the financial narrative the deal will run on, standing up the data room, and stress-testing the numbers before someone else does. By the time the QoE team arrives, the answers are already worked out.
- ›GAAP conversion and accounting clean-up
- ›QoE readiness and sell-side positioning
- ›Cash flow modeling and working capital analysis
- ›Financial narrative and investment messaging
- ›Long-range plan, budget, and forecast model build
- ›Data room design and population
- ›Diligence response support through the transaction
- ›Buy-side QoE and diligence assistance
The first year of ownership, run by people who've done it before.
Year one of ownership decides whether the finance function becomes operating infrastructure or operating debt. We spend that window inside the company: mapping systems and processes, rebuilding the close calendar, standardizing contracts, tightening controls, and partnering with the existing back-office team rather than replacing them. By year-end, the finance function works for the sponsor and for the operating team.
- ›Company, systems, and process deep-dive
- ›Internal control analysis, documentation, and remediation
- ›Cash flow visibility and working capital rebuild
- ›Interim bookkeeping and ledger handoff
- ›Contract standardization and vendor review
- ›Audit and tax firm sourcing, right-sized
- ›Close calendar, reporting package, and board materials build-out
- ›Back-office team analysis and HR documentation review
- ›Transition project plan and headcount recommendations
- ›Management equity plan design and rollout support
- ›QoE issue remediation and first-year audit readiness
Finance leadership, on a recurring engagement.
Some companies need CFO-level guidance without needing a full-time person, either because they're too early to justify the seat or because they're mid-sized and want senior finance leadership on a defined cadence. We take on those engagements directly, either as the continuation of a pre-investment or post-acquisition project that should keep going, or as a standalone relationship with a company that's ready for the discipline. Every engagement is led by a partner, not staffed out, and the scope is written around what the company actually needs.
- ›Monthly close oversight and financial reporting packages
- ›Cash flow management and working capital stewardship
- ›Budget, forecast, and long-range planning model ownership
- ›Banking, audit, tax, and insurance relationship management
- ›Board and lender reporting
- ›FP&A build-out and performance dashboards
- ›Benefit and risk management program oversight
The close, controls, cadence: run rather than advised.
Most companies need the execution layer in their finance function done, not advised on. Accounting Operations runs the close and keeps the books audit-ready: bookkeeping, the close, AP/AR, reconciliations, reporting, controls, audit and tax coordination. Finance Operations sits below the CFO seat: budget and KPI support, operational project and M&A support, ad-hoc analysis, and workflow automation built in. We run both, CPA-led, on a monthly cadence, and to the standard we hold ourselves to in the CFO seat. Available standalone or alongside any other engagement.
- ›Bookkeeping and ledger management
- ›Monthly close execution, journal entries, and reconciliations
- ›AP/AR, billing, collections, and payroll administration
- ›Financial reporting package preparation
- ›Internal controls, documentation, and audit-readiness
- ›Audit and tax firm coordination
- ›Budgeting and forecasting support (model build, data prep, variance reporting)
- ›KPI tracking and operational reporting
- ›Operational project support (system implementations, process changes, integrations)
- ›M&A operational support (integration, diligence data prep, working capital handoffs)
- ›Ad-hoc analysis and special projects
- ›Workflow automation and agentic AI application
Not sure which one fits? Most engagements start as a conversation about the deal or the company, not the service line.