APPROACH
How we work.
We're a small firm with strong opinions about how a finance function should run. This page is what those opinions look like in practice — the principles we operate on, the cadence you can expect, and the things we deliberately don't do.
OPERATING PRINCIPLES
Five things we commit to.
01
Senior-led, by design.
Every engagement is owned by a senior accountant or controller. You will never be handed off to a junior who is learning on your dime. The person doing your monthly close has actually run a close — at scale, against real deadlines, with real consequences for getting it wrong.
02
Automation-native, not bolted on.
We design your finance function around modern automation from day one. Bank feeds, AP workflows, expense capture, journal entries — all of it set up to run without human intervention wherever it can. The result: faster close, fewer errors, and a function that scales without proportional cost.
03
Documentation is part of the work, not extra.
Every client engagement comes with written SOPs for the finance processes we run. Your close calendar, your reconciliation procedures, your approval workflows — all documented in your systems, in plain English. If you ever leave us, you take a working finance function with you. We think this is how it should be done; most firms don't agree.
04
No surprise bills.
Your monthly subscription covers everything in the tier you're on. If something falls outside that scope — a one-time clean-up project, a system migration, a custom analysis — we tell you before we start, and we quote it separately. We will not absorb it and quietly raise your subscription later, and we will not let it accumulate as un-billed work that becomes an awkward invoice.
05
Built to scale with you.
When your business outgrows your current tier, we move you up — same team, same context, no transition. You will not be re-onboarded, re-explained, or handed to a different account manager when you go from $3M to $8M. Continuity of context is one of the reasons fractional services compound in value over time, and we're designed for it.
RYTHYM
What working with us looks like, week to week.
DISCOVERY
Days 1–7
30-minute call. We learn the business; you learn how we work. Then a books review — we look at your current state, identify what's working and what isn't, and send a written proposal within a week. Free, no pitch deck, no obligation.
ONBOARDING
Days 1–30
We set up automation, clean up historical messes if needed, and run your first close together. By day 30, your books are current and your team knows the new rhythm. You stay in the loop without being in the weeds.
MONTHLY
Days 31+
Close completes by the 10th business day. Reviewed financials in your inbox the same day. One scheduled monthly check-in on the cadence that fits you — weekly, biweekly, or monthly, depending on your tier. Ad-hoc questions answered in 24 hours.
QUARTERLY
Every 90 days
Step back from the operational work to look at the trend. What's the business actually doing? Where's the cash going? What needs to change in the next quarter? Quarterly review is included at every tier and is one of the reasons our clients tend to grow into the next tier rather than out of the relationship.
BOUNDARIES
What we don't do.
We're an accounting and advisory firm — deliberately scoped. There are several adjacent things we do not do, and we want you to know that before you engage. For each one, we'll happily refer you to someone we trust.
We don't file tax returns.
We coordinate with your CPA and prepare what they need, but we don't sign returns ourselves.
We don't issue audited or reviewed financials.
We're not a licensed CPA firm. For audited or reviewed financials, your CPA does the engagement; we prepare the workpapers and supporting documentation.
We don't process payroll.
We oversee and review payroll, and integrate it into the close. The actual processing runs through Gusto, ADP, Rippling, or whoever you currently use.
We don't provide IT or systems support.
We'll recommend and implement finance-adjacent software (Zoho Books, Sage Intacct, Bill.com), but we don't troubleshoot your network or manage your company's broader tech stack.
We don't give legal advice.
Tax structure questions, entity formation, contract review — those go to your attorney. We'll work with them; we won't substitute for them.
We don't take equity in lieu of fees.
Cash payment, monthly cadence, no exceptions. We're a services firm, not an investor.
STACK
Opinionated about tools. Pragmatic about yours.
We standardize on a small set of modern tools we know deeply. If you're already on something else, we'll meet you there — but we'll be honest about whether a migration is worth it.
