Building the Modern Finance Function

Building the Modern Finance Function

We are on a mission to give every business owner a world-class finance team for less than it costs to hire one person.

We believe finance should feel instant, proactive, and omniscient, not like a back office that just manages repetitive tasks.

  • AI has crossed a threshold in 2025. It can not only take on the repetitive work of accounting, but also proactively help executives make decisions.

  • When information is clear and available in real time, teams can act with more confidence and fewer surprises. AI is a thought partner that's there to help.

We combine AI, software, and experienced finance and accounting teams into a single function that helps businesses grow faster and more profitably.

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CURRENT FOCUS

We are spending our time meeting fractional finance firms that care about the long arc of their work, the longevity of their teams, and the clients who rely on them. We look for the traits that signal a thoughtful, enduring practice:

Partnership

Those looking for a true counterpart in shaping what the firm, and value a relationship grounded in trust and shared intent.

Stalwarts

Leaders who have that have earned their place through years of dependable work and demonstrable outcomes.

Obsessed

Outcomes that are delivered with real care, where accuracy and craftsmanship matter, and people take pride in their work.

Ambition

Firms that see more possibility ahead and look to refine their operating model to elevate both their operators and impact.

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SAN FRANCISCO, TORONTO & MONTREAL

SAN FRANCISCO, TORONTO & MONTREAL