The Challenge

A CFO-style CPA firm had strong advisory demand but weak backend execution:

• Month-End Closes Were Late: Data wasn’t ready for strategic reviews.
• No Controller Layer: Partners had to review transactional work.
• Client Dashboards Were Manual: Metrics took hours to prepare.

Our Solution

We became their behind-the-scenes controller team:

Accurate Month-End Close

• Delivered reconciliations, accruals, and clean close by Day 5.
• Prepared all schedules, workpapers, and close checklists.

Dashboards & Insights

• Built automated dashboards in Google Sheets and Fathom.
• Handled trend analysis and data prep for CFO meetings.

The Results

After just six months of working with us, the business experienced tangible improvements:

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Key Takeaways

• Reliable backend support empowers high-level client advisory.
• Automating dashboards elevates perceived value.
• Strategic firms need strategic execution partners.

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