Two people. The work stays with us.
You talk to a principal every time. The person who closed your books is the person on the call.
Jesse began her career at KPMG, moved into industry at HH Global, then spent two years at Embark Consulting handling technical accounting and close work across a range of companies, industries, and systems.
She owns the accounting on every engagement: the close, the controls, the accuracy of what you're reading. Nothing goes out that she wouldn't defend to a lender, an auditor, or a buyer.
Drew has led finance across nearly every shape a company comes in: a bootstrapped start-up, a venture-backed company through an $11M Series A, a private-equity-backed operator with a $50M+ budget, and a joint venture with budgets in the hundreds of millions.
He owns the forward view: forecast, cash plan, pricing and hiring analysis, and the package that goes to a board or a bank. Same tools those companies use. A price a $10M business would actually pay.
The same gap, over and over
The bookkeeper produces a report. Nobody explains it. The CPA appears in spring, files, and disappears. Meanwhile the owner makes seven-figure decisions on instinct and a bank balance.
Firms that solve this are built for companies that already have a CFO. We built ours for the businesses in between.
Four things we hold to
Fixed fees
In writing, before we start. Asking a question never costs you anything.
Plain language
Say the number. Then say what to do about it.
Straight answers
Including the ones that cost us money.
Few clients
Capped, so the principals stay on the work.
The part that isn't in a scope of work
We hold sensitive information about businesses people spent their lives building.
So we say what we think, not what keeps the engagement comfortable. We don't take work we can't do well. We don't bill for what we didn't do, and we don't grow an invoice by quietly growing the scope.
These come from what we believe. We'd rather show it in the work than say more about it here.
Tell us what's frustrating you about your numbers.
Thirty minutes. No charge.