The fiscal operating system for your back office.
One control plane for books, compliance, reporting and forensics — run by named senior partners, on a ten-day close cadence, for twenty years. Not software. The practice that turns into one.
One control plane
over six departments.
Senior partner on the rope · every module.
The practice, in real time.
Six departments, six workflows.
Operational support
Daily bookkeeping, reconciliations, AP/AR oversight, payroll, fixed assets and intercompany. The ground we will not give back.
Compliance & assurance
Grant & restricted-fund tracking, functional-expense allocations, Form 990, tax compliance, year-round audit liaison.
Strategic guidance
Annual budgets, 13-week cash forecasts, board financial presentations, long-range sustainability planning.
Forensic review
Risk-focused review, vendor & payment anomaly testing, internal-control walkthroughs, process-improvement.
Systems work
ERP & ledger implementation, workflow automation, reporting infrastructure, post go-live support minimum 12 months.
Leadership access
Named partner reachable directly. Board & donor presentations, lender & auditor liaison, standing on the record.
Four sector configs. Same control plane.
Non-Profit
142 active- defaults
- Restricted-fund tracking, Form 990, functional-expense allocations
- boards
- Quarterly donor-ready financials, defensible at audit
- materiality
- 3.0% of total assets · default
- filing
- 4½ months post fiscal year-end
Private
86 active- defaults
- Owner-operator reporting, tax planning, distribution rhythms
- family office
- 23 of 86 · governance & consolidated reporting
- returns
- 214 federal & state · FY25
- cadence
- Monthly close · quarterly review
Public
38 active- defaults
- SOX-aware controls, quarterly disclosure, audit-readiness held year-round
- close
- 7.8d avg · target ≤ 10 bd
- SOX
- Full-population testing 3 of 5 years
- posture
- Year-round · not quarter-end
Manufacturing
54 active- defaults
- Standard costing, inventory recon, intercompany, capex tracking
- variance
- 1.6% avg · < 2% target
- recons
- 216 inventory reconciliations / month
- cadence
- Weekly inventory · monthly close
Three clauses. Remedies stated, in writing.
Satisfaction window
If the fit is wrong in the first ninety days, put a corrective plan in writing — or walk, no penalty.
Benchmark close
Financials tied out, partner-signed, delivered within ten business days of month-end. Every period.
Leadership access
Direct partner contact on every engagement. No queue, no junior, no forty-eight-hour callback.
Run an install plan with a senior partner.
An hour on the phone. We read what you have — last close, last audit, last board pack — and send a scoped proposal inside two business days. If it's the wrong fit, we say so plainly and recommend someone we trust.
847.454.4725
Palatine, IL 60067
2 business days · scoped proposal
On call during audit & close