Our Clients
We are not the right fit for every company. We are the right fit for yours.
Our clients are middle-market companies — PE-backed, founder-owned, or in transition — that need accounting infrastructure built for their stage of growth. They value execution over marketing, and long-term partnership over transactional service.
We serve companies across a range of industries, but the common thread is always the same: they need an accounting function that works, and they want a team they can trust to run it.
Sectors We Know Well
Where we have built infrastructure before.
Founder-Owned Businesses
Replace informal accounting with a close process that holds up under lender or investor scrutiny.
Get visibility and reporting your leadership team can actually act on.
Build the infrastructure for your next stage of growth without hiring a full internal team.
Private Equity Portfolio Companies
Stand up a functioning accounting operation within 30 days of close.
Deliver sponsor-level reporting packages and EBITDA normalization on schedule.
Maintain audit readiness and exit-ready financials throughout the hold period.
Construction and Professional Services Firms
Implement revenue recognition and project-based cost tracking that reflects how you actually bill.
Produce partner and owner distribution reporting that is accurate and defensible.
Eliminate billing and collections gaps that erode margin in high-utilization businesses.
Distribution and Manufacturing
Track inventory and cost of goods with the precision lenders and acquirers expect.
Produce margin reporting by product line, customer, or cost center.
Manage vendor payment cycles without creating cash flow surprises.
Technology and SaaS Companies
Implement subscription revenue and deferred revenue accounting that survives due diligence.
Produce investor-ready reporting that supports your next raise or exit.
Handle equity compensation accounting before it becomes a cap table problem.
Multi-Location Businesses
Gyms, restaurants, country clubs, entertainment venues, and other location-based operators with complex, high-volume accounting needs.
We design and implement cost-allocation structures required to produce accurate, location-level and department-level P&Ls.
Build the reporting infrastructure that eliminates guesswork across locations and gives ownership the visibility to make confident, data-driven decisions.