From seed stage to venture backed to private equity owned, our clients face an evolving set of challenges. Underlying our work is a set of core operating principles that guide our approach.
How we see accounting & finance
Use finance as a voice of reason.
We can't be afraid to have the hard conversations. We believe finance must be the most pragmatic, realistic voice in the room.
02
Keep your KPIs simple.
We believe in the power of KPIs and financial metrics, but we know they’ll only get you so far.
05
The ultimate test.
We believe the true test for any finance function is a downturn in the business. A successful company must be prepared to navigate "through the cycle."
01
It starts and ends with work excellence.
We believe work excellence is the foundation of any high-performing accounting and finance function.
03
Finance and accounting can be automated.
We embrace technology, and the potential of AI, and relentlessly seek ways to automate everything.
06
CEOs and COOs need to know finance.
We believe to succeed, CEOs and COOs must learn to love finance and the CFO's role is to guide them along in the process.
04
The story is just as important as the numbers.
We believe numbers don't tell the full story. Translating financials into narratives that inform decision-making and drive action is critical.
07
The ultimate test.
We believe the true test for any finance function is a downturn in the business. A successful company must be prepared to navigate "through the cycle."
Use finance as a voice of reason.
We can't be afraid to have the hard conversations. We believe finance must be the most pragmatic, realistic voice in the room.
It starts and ends with work excellence.
We believe work excellence is the foundation of any high-performing accounting and finance function.
CEOs and COOs need to know finance.
We believe to succeed, CEOs and COOs must learn to love finance and the CFO's role is to guide them along in the process.
Keep your KPIs simple.
We believe in the power of KPIs and financial metrics, but we know they’ll only get you so far.
Finance and accounting can be automated.
We embrace technology, and the potential of AI, and relentlessly seek ways to automate everything.
The story is just as important as the numbers.
We believe numbers don't tell the full story. Translating financials into narratives that inform decision-making and drive action is critical.