Services
One partner for your entire finance function.
From daily bookkeeping to strategic advisory — a modular platform of services delivered by chartered accountants, CPAs and technologists.
01
CAS
Client Accounting & Advisory
Full-stack bookkeeping and controllership delivered as an extension of your team.
Talk to a specialistDaily bookkeeping & reconciliations
AP / AR management
Month-end close & management reporting
Multi-entity consolidation
Payroll processing & compliance
Virtual controller & CFO services
02
Transformation
Business Transformation
Reimagine your finance function — process, people, technology and governance.
Talk to a specialistFinance operating model design
Shared services & GBS setup
Process reengineering & SOPs
Change management & training
IPO readiness & SEC reporting
PE value creation & carve-outs
03
Tax
Tax Compliance & Advisory
Direct and indirect tax across jurisdictions, handled end-to-end.
Talk to a specialistCorporate income tax filings
Sales tax, VAT & GST
Transfer pricing documentation
Cross-border tax structuring
Tax provision (ASC 740)
Audit representation
04
Fund Services
Fund Administration
Back-office and investor services for PE, VC, hedge funds and family offices.
Talk to a specialistNAV calculation & fund accounting
Investor reporting & capital calls
Waterfall & carry calculations
Portfolio company reporting
Regulatory filings (Form PF, AIFMD)
Audit & tax coordination
05
Technology
Technology Modernization
Cloud accounting stacks, automation and AI-enabled workflows for finance.
Talk to a specialistERP & GL implementation
NetSuite, QuickBooks, Xero, Sage
Bill.com, Ramp, Brex automation
Data warehouse & reporting
AI-powered document processing
System integrations & APIs
06
FP&A
Predictive FP&A
Move beyond backward-looking reports with AI-powered planning.
Talk to a specialistBudgeting & rolling forecasts
Scenario & sensitivity modeling
Board & investor decks
KPI dashboards
Unit economics & cohort analysis
Strategic finance advisory
Not sure where to start?
Share a bit about your business and we'll design the right service package.