Hand Namu the whole department.
Business process outsourcing for accounting and operations: your finance and operations department, staffed, run and accountable to you. One firm for your books, your tax and your operations. You keep the decisions.
SET UP A CALLWHO IT'S FOR
Owner-led companies that have outgrown their back office. Family businesses and multi-entity groups. Investment managers and funds.
Your finance lead has left and the work has landed on someone with a full job already. Your back office runs through vendors nobody directs. Your entities, reporting and deadlines have outgrown the people you have. We take the whole function, or the part that's hurting most, and grow from there.
What we take over
We staff the function, own its processes and controls, and answer for the result. The team works in the systems you already use, so there is nothing to buy or migrate.
Finance and accounting department
A dedicated controller, with our wider team behind them, owns your books, the monthly close, cash and reporting. The work happens in your own systems, and the team reports to your leadership.
Operations and vendor management
Day-to-day operations and the vendors around them: contracts, payroll and benefits administration, and the entity and filing calendar. Your vendors stay under contract with you, and we direct them under written authority.
Multi-entity and fund operations
For family and multi-entity groups: intercompany accounts, consolidated reporting, and reporting to owners and lenders. For investment managers: oversight of your administrator, capital accounts, fund audits and K-1s.
How it's staffed
One dedicated person or several, with our wider team behind them.
Dedicated people
Senior finance and operations people we recruit, employ and manage, who work only on your business. You meet the finalists before we hire.
Our wider team
Bookkeepers, CPAs and enrolled agents, with CFO-level oversight from our leadership: the same credentialed team that serves our clients in 21 states.
TIME AND RISK
What changes for you.
You're not buying cheaper labor. You're buying a function that runs without you managing it.
No team to hire or keep
Searches, onboarding, training, performance reviews, retention, payroll, benefits and equipment are our job. Each person works on a laptop we provide, manage and secure.
HOW WE SECURE ITNo starting over
When someone is out or leaves, we cover the work and replace them.
Controls that hold
The person who prepares something is never the one who checks it. Every payment, wire and NAV gets a second set of eyes before you release it.
Processes on paper
Close checklists, checking steps and vendor expectations are written down, in a record you own, not kept in one person's head.
One place to escalate
We direct your vendors and answer for the result, instead of you chasing a dozen of them.
Oversight without hiring it
CPA and CFO-level oversight of the work, without hiring either.
How we work with you
A fixed rhythm, so you always know where the function stands and what needs your decision.
Weekly
A cash call with your controller.
Monthly
An operating meeting with your leadership: the close, vendors, open issues and decisions needed.
Quarterly
A look at how the operating model is working, and the priorities for the next quarter.
Same day
Anything that needs your decision, or puts money or a regulatory deadline at risk, is raised immediately.
You stay in control.
You keep the decisions
Investment decisions, valuation policy, payment releases and compliance determinations stay with you. We act only on instructions from the people you designate.
Your vendors stay yours
They remain under contract with you. We direct them on your behalf, under written authority.
Access is controlled
Named, least-privilege logins with multi-factor authentication. Any new or changed wire instruction is confirmed by a call back to a known number.
Advice stays with your advisers
We supply your compliance team with data, and work alongside independent CPA firms on audits and other attest work. We don't make investment decisions, give investment advice or act as your Chief Compliance Officer.
Questions
How is this different from controller services?
Controller services put a senior person over your books, part-time. Business process outsourcing puts dedicated people in charge of the whole function, with our wider team behind them.
Who do the dedicated people work for?
Us. We employ, pay and manage them, and they work only on your business.
What if someone leaves?
We cover the work and replace them.
How does the handover work?
In order: vendors, controls and the close move over one at a time, planned so nothing is dropped. Our wider team covers the most urgent work while your dedicated people are brought on.
Do we have to change systems?
No. The team works in the systems you already use.
Can we meet the people before they start?
Yes. You meet the finalists for each seat before we hire.
How is it priced?
Each engagement is priced for the people you need and the team behind them. We go through it on the first call.
What happens on the first call
Thirty minutes with the owner. We'll map which seats you need, what moves first, and what stays with you.