Outsourced Accounting & CFO Services

A fast-growing apparel brand operating across Shopify, Amazon, and wholesale channels lacked consolidated financial visibility. Despite strong revenue, margin volatility, inconsistent inventory controls, and tightening cash flow created ongoing uncertainty.

We implemented structured monthly closes, integrated inventory accounting with real-time COGS tracking, and aligned channel-level reporting to measure true product profitability. A rolling cash flow forecast tied to purchasing and advertising cycles restored financial discipline.

The result: stabilized margins, improved inventory control, and clear profitability visibility by channel — enabling disciplined, confident growth.

A real estate group managing more than a dozen multifamily properties lacked standardized financial reporting across entities. Property-level performance was inconsistent, investor reporting required manual consolidation, and capital planning was reactive.

We centralized accounting, implemented property-level dashboards, formalized reserve tracking, and introduced consolidated monthly financial reporting with variance analysis.

The result: improved NOI visibility, streamlined investor reporting, and proactive capital allocation across the portfolio.

The owner came to us in crisis when he realized his aging partner had not done a reconciliation or filed taxes in three years. Within three weeks we had cleaned up everything and worked with his CPA to get the right filings in motion. We then migrated him from his remote desktop onto our Quickbooks Online, providing the real time visibility to understand what was happening in his business–where to cut and where to enhance spending.

A leading plastic surgery center performing more than 35,000 procedures had lost visibility into the expense side of the business. Despite strong revenue, surgeons were frequently caught off guard by cash shortfalls.We tech-enabled and reorganized payroll, accounts payable, and key revenue drivers into clear categories with defined timelines. In the process, we identified vendors whose payment terms could be extended without risk, immediately easing cash pressure.We then delivered monthly variance reporting to restore control and transparency over expenses, along with a rolling 13-week cash flow forecast. The result: real-time visibility, improved cash management, and an end to the constant crisis mode that had become the norm.

This company had partially implemented NetSuite when it became clear their internal team lacked the capacity to complete the transition. The business was operationally complex, spanning a global supply chain, wholesale distribution, and a direct-to-consumer e-commerce channel. We stepped in as controller, partnering with existing staff to stabilize operations and produce reliable AP and AR aging, consolidated financials, and monthly reporting—including income statements, balance sheets, free cash flow, and expense variance analysis. We also prepared all county and state sales tax filings for coordination with their local CPA and supported the preparation of federal tax filings.