White-Glove Finance Operations
Your Dedicated Finance Team
Seasoned finance professionals who become an extension of your team — working in your systems, on your time zone, with the care and attention your business deserves.
0+
Biotech & Life Sciences Clients
0+
Deep Industry Experience
0%
Client Retention Rate
$0.0B+
Spend Under Management
01 Consult
Transform & Design
02 Operate
Finance Operations
03 AMPLIFY
Invoice Genie & AI
04 Elevate
Train & Uplift
We Understand
Your Challenges
Every company faces different operational complexities. Select yours to see how we help.
Building
Early & Growth Stage
Scaling
Rapid Growth
Transforming
Established & Pre-IPO
The Transformation Challenge
- Multi-entity, multi-geography complexity slowing decisions
- SOX 404 compliance consuming all your best people
- Talent gap:can't find people both tech-savvy AND financially fluent
- Need transformation and strategic partnership — not just bodies
Your Dedicated Team Delivers
Strategic transformation, not transactional support
IPO-ready financial controls and board reporting
Experienced professionals who've been through IPOs before
True partnership — we're invested in your success
$2.5B+
Spend under management across our portfolio
01 Consult Transform & Design
Before We Operate, We Help You Get the Foundation Right
Most growing companies don't have broken finance — they have finance that was never designed. We help you move from ad-hoc to architected, so every dollar, every process, and every report has a home.
Finance Operations Assessment
We audit your current state — processes, systems, controls, team structure, and reporting. Not a generic checklist. A practitioner-led assessment that maps exactly where you are and where the gaps are, scored across 15 maturity dimensions.
ERP & System Selection
Still on QuickBooks when you need NetSuite? Running Sage Intacct but only using 30% of its capabilities? We help you evaluate, select, and plan the right system — and more importantly, the right configuration for your stage and complexity.
Process Design & Documentation
Most early-stage finance teams run on tribal knowledge. We design documented, repeatable workflows — AP processing, month-end close, reconciliation cadence, approval hierarchies — so your operations survive when people change roles or leave.
Controls & Governance Framework
Investors and auditors expect segregation of duties, approval matrices, and documented controls. We build the governance framework — from basic internal controls to SOX-readiness — scaled to where you are today with a path to where you're heading.
Not sure where to start?
Most engagements begin with a 2-week diagnostic. We look at your close process, your AP workflow, your chart of accounts, your reporting stack, and your team structure — and give you a clear, prioritized roadmap. No commitment to buy anything else. Just clarity.
02 Operate: Complete Finance Operations
From Transactional to Strategic
We cover the full spectrum of finance operations so you can focus on your core mission.
Procure-to-Pay
Record-to-Report
Specialized Accounting
FP&A & Strategic
3-day month-end close with SOX-ready controls and board-ready reporting
Month-End Close
Complete close management, journal entries, accruals, and adjustments — delivered in 3 days.
Financial Reporting
Management reports, board presentations, investor packages, and custom dashboards.
Reconciliations
Bank reconciliations, intercompany reconciliations, GL account reconciliations, and variance analysis.
Intercompany Accounting
Multi-entity transactions, intercompany eliminations, consolidations, and transfer pricing support.