Financial operations & analytics
For owners of small and mid-sized businesses and PE operating partners.
We sit between finance and data, turning messy business questions into systems that work. This isn’t just code; it’s people and their workflows, and we stay alongside the business as a partner.
Built on tools you own, not a platform you rent.
“100x easier to get the data I need than working in QuickBooks - easy job-to-job comparison, and easy to see the abnormalities within larger projects. Love how we can break down the chart by customer with a simple click.”
- COO, Niche Custom Manufacturer
“This is super powerful stuff, especially when we’re having to consolidate.”
- PE Associate, Multi-Entity DTC & Wholesale
“Super helpful for a lot of our portfolio companies - creating efficiencywith how we actually view the P&L on a line-item basis rather than GL.”
- Operating Partner, Mid-Market Consumer Brands
“Brings a high level of creativityand an ability to see simple solutions in complex business problems.”
- CEO, Finance & Accounting Consulting
Industrial Automation · PE-Backed
A full financial architecture on top of the existing systems: nightly data-warehouse ingestion, operational dashboards, and P&L and job-cost visibility.
5% bottom-line improvement from labor visibility · 7% upside from material cost tracking · Live self-refreshing reporting
Read more →Government Services · E-Commerce
Power BI reporting that tied ad spend across five-plus platforms directly to completed transactions, plus an automated three-way merchant reconciliation.
95% less monthly data-processing time · $5.8M in revenue driven with marketing leadership · Close cut 6.5 days per month
Read more →Consumer Goods · PE-Backed · Multi-Entity
Three fragmented accounting systems connected into one Power BI package with automated refresh, delivering PE-ready reporting through an ERP consolidation.
Three entities, two countries, one live-refreshing package · Big 4 QoE reconciliation completed · Three stakeholders aligned on one set of numbers
Read more →This work isn’t just code; it’s people and their workflows. We work alongside the business through the change, build on the tools you already own, and stay on as a partner where it’s useful.
