The work
speaks for itself.

01

Rebuilding Discipline After a Leadership Gap

The Challenge

The client was a family office-owned, multi-location operator running on Oracle Fusion — a platform far more complex, costly, and difficult to maintain than the business needed. Two years earlier, the back office had been relocated from California to Dallas to cut costs, but the transition left the team without real leadership or structure. Core functions became inconsistent, reporting was unreliable, and a finance organization that was larger than necessary still could not deliver the visibility the owners needed to run the business effectively.

The Pillar Solution

Within six months, Pillar replaced Oracle Fusion with NetSuite and a right-sized suite of supporting tools — Divvy for credit cards, Stampli for AP, and NetLease/NetAsset for lease and fixed-asset management. We built a custom statement of cash flows, corrected the balance sheet and EBITDA reporting, and cleaned up AP, uncovering $125K in unused vendor credits. We implemented a true 10-day close, giving leadership timely, accurate, and actionable information. The outcome: a streamlined, scalable finance function with lower software costs and a leaner team — reducing total finance spend by 30% while significantly improving quality.

02

From Three Months of Backlog to a Clean, Scalable Finance Function

The Challenge

When we stepped in, the client was three months behind on financials and struggling with a new POS that did not integrate with the general ledger. They had previously relied on outsourcing from a national CPA firm that did basic close tasks but did not own the function. Nothing tied out cleanly. A full quarter of activity sat unbooked, the balance sheet was riddled with errors, and leadership was left piecing together exports and spreadsheets instead of real reporting.

The Pillar Solution

Our first priority was stabilization. We caught up all outstanding financials, rebuilt and reconciled the balance sheet, and established a clean baseline the team could trust. We integrated the new POS directly into the accounting system, eliminating the manual workarounds that had been causing issues. With the foundation reset, we built a reporting package that delivered clear, accurate insights. Month-end close became fast, consistent, and accurate. Leadership began receiving board-ready reports every month. Most importantly, the company entered a debt raise with clean financials, straightforward EBITDA addbacks, and the credibility that comes with disciplined reporting.

03

Closing the Gap: Fast-Tracking PE Financial Readiness

The Challenge

After being acquired by a private equity sponsor, the company struggled with late monthly closes, unclear inventory costing and product line profitability, incomplete opening balance sheet accounting, and minimal guidance on back office best practices. The accounting function was being led by a VP of Finance skilled in FP&A but with less experience in operational accounting. Leadership lacked confidence in the numbers, making it difficult to make operational or strategic decisions.

The Pillar Solution

We reconciled a $100M balance sheet, designed and implemented a process to correct inventory costing by SKU, completed final working capital calculations related to the acquisition, and implemented a disciplined monthly close that delivers accurate reports within 7 days. Within 8 weeks, leadership gained clear visibility into working capital, inventory costing, and product line profitability — allowing management to shift focus from troubleshooting financials to driving integration and growth. The company now operates on a repeatable, scalable financial foundation designed for private equity oversight and confident decision-making.

04

Turning Cash-Basis Chaos Into Audit-Ready Clarity

The Challenge

After being acquired by a private equity sponsor, the client faced post-acquisition chaos: outdated processes, a cash-basis ledger that left financial statements difficult to analyze, and virtually no reporting — leaving leadership without a clear view of operations or performance. Accounting was being led by a small team of bookkeepers who were not skilled at leveraging available technology.

The Pillar Solution

We led a full financial transformation, cleaning and reconciling the balance sheet, converting the books from cash to GAAP, and automating processes and reporting where available. We guided management through the implementation of scalable job costing procedures, built repeatable month-end processes, and created accurate, actionable financial reporting. After a year of serving the client, we successfully transitioned the processes to the company's new accounting staff, ensuring continuity and sustainable financial operations.

05

Building a Scalable Back Office Amid ERP Challenges

The Challenge

A fast-scaling mid-market private company was in the middle of a messy NetSuite ERP implementation with no real accounting leadership after several unsuccessful Controller hires, resulting in inconsistent processes and unpredictable month-end closes. Leadership lacked a single source of truth between the new ERP, the old ERP, and the POS system, making it difficult to monitor performance or make decisions.

The Pillar Solution

We standardized and modernized accounting processes, stabilized the ERP workflows while establishing a predictable close cadence, cleaned up unreconciled sales and AR data, and built the foundation for scalable reporting and internal controls. Within weeks, leadership had reliable board-ready reporting each month, consistent processes that reduced risk and accelerated the close, and a stable ERP environment that supported both day-to-day operations and future growth.