FOUR CORE OFFERS · ELEVEN CAPABILITIES
Not a leveraged team of juniors with a partner logo on the deck. A senior partner does the work and signs every deliverable. The firm is founder-led by someone who has led finance and accounting for a US-listed public company for 10 years.
FOUR CORE OFFERS
Most work maps to one of these four. The full capability list, all eleven, is below. Scope is defined together at Gate 1 and priced to the outcome.
Your 10-Q, 10-K, and 8-K cycle run end to end, with pre-filing QC before EDGAR.
Explore the offerSenior-partner CFO on a retainer, plus the finance team, close, and controls to support it.
Explore the offerGoing-concern recovery, restatements, late-filer cleanup, and deficiency and material-weakness cures.
Explore the offerUS GAAP conversion, S-1 financial section, SOX readiness, and India, US, and UK consolidation.
Explore the offerALL ELEVEN CAPABILITIES
Each service maps to a moment where a small public company's finance function is under real pressure. Scope is defined together at Gate 1. Engagements are priced to the outcome, not the hour.
Eleven capabilities, moving. Hover or focus to hold it still, drag to scroll, or use the arrows.
HOW ENGAGEMENTS WORK
Every engagement starts with a scoping conversation and a Gate 1 document manifest. You know exactly what you're getting, what it costs, and when it ships. Before work begins.
Scope defined together. One conversation, then a written scope with deliverables, timeline, and a fixed fee. No surprise invoices, no scope drift without a conversation.
Senior partner on everything. The work is done by the founder. Someone who has led finance and accounting for a US-listed public company for 10 years. Not delegated to a bench.
4-Gate quality on every deliverable. Document manifest, source reconciliation, independent cross-check, final review. Your sign-off at each gate.
Not an audit firm. No attest services, no PCAOB registration, no independence conflict. We sit on your side of the table. Preparing, defending, coordinating.
NDA before substance. We sign your form or provide ours before any non-public information moves. You own the workpapers. All deliverables live in your systems and transfer fully at engagement end.
Not sure which service? Start with the Free Filing Snapshot. Email your ticker and within 5 business days you get a private 4-page read on your last 10-Q or 10-K: what an auditor, a short-seller, or an SEC reviewer would flag first. And three improvements you can ship next quarter. No call required.
START A CONVERSATION
If we're not the right fit, you'll hear that in the first reply. Along with a pointer to who is. No pitch decks, no discovery-call funnels. Not ready to engage? Follow the work on LinkedIn first.
Confidential. Read and answered personally, within one business day.