Stories of teams navigating financial complexity
with a partner they could trust.
Industry: Private Equity
Service: Accounting | Controller
Supported LDR Growth Partners across six portfolio companies with embedded financial expertise that shortened close cycles, strengthened financial infrastructure, and delivered investor-ready reporting.
Read moreIndustry: Tech
Service: Accounting | CFO
Partnered with General Radar to stabilize and modernize their finance function across multiple years, rebuilding historical records, completing three years of audits in under a month, and delivering government-compliant, investor-ready financials that supported a successful funding round.
Read moreIndustry: Professional Services & Government Contracting
Service: Accounting | CFO
Helped GovAllies align its financial structure with federal contracting standards, introducing CFO-level oversight, real-time reporting, and stronger controls so leadership could stay compliant, improve visibility, and pursue new contracts with confidence.
Read moreIndustry: Tech
Service: Accounting | Controller
Supported Graphite with a three-phase financial transformation that strengthened revenue visibility, streamlined international operations, and built a real-time reporting stack to support confident, scalable growth.
Read moreIndustry: Manufacturing
Service: Accounting
Helped ICS unify financial reporting across multiple subsidiaries by overhauling the chart of accounts, automating consolidation, modernizing payables, and strengthening receivables visibility.
Read moreIndustry: Health Tech
Service: Accounting | CFO
Partnered with JuneBrain to bring structure and clarity to fast-moving operations, improving month-end close discipline, strengthening financial reporting, and building systems leadership could rely on as the business scaled.
Read moreIndustry: Government Relations & Public Affairs
Service: Accounting | Controller
Reduced over $2M in duplicate expenses for TKO Political by cleaning up historical records, reconciling balance sheet accounts, and rebuilding month-end close processes. Delivered accurate, reconciled financials and reliable reporting the team could finally trust.
Read moreIndustry: Professional Services
Service: Accounting
Built a scalable finance function for a PE-backed operator, taking full ownership of the back office, modernizing systems, and delivering investor-ready reporting that supported 3X growth and a successful private equity transaction.
Read moreIndustry: Non-Profit
Service: Accounting | CFO
Partnered with The Washington Home to stabilize and modernize nonprofit finance operations, providing fractional CFO and Controller leadership, rebuilding historical records, implementing compliant structures, and delivering board-ready reporting during a critical transition period.
Read moreIndustry: Tech
Service: Accounting | CFO
Stabilized revenue recognition and rebuilt trust for TruePic by restructuring deferred revenue schedules, tightening monthly reporting, and creating customer-level visibility that supported audits, KPIs, and long-term financial clarity.
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