A CPA firm serving renewable energy was buried in repeatable work, project books, trial balances, investor distributions, invoices, onboarding, compliance. Every cycle, the same drag. We built a bench that slots into their workflow and gives the team its time back.
Books, distributions, reporting, AP, onboarding, and compliance, run as one repeatable engine.
Standardized TB templates and workbooks for fast, consistent reviews and accurate books.
Automated models that simplify complex cash allocations to investors and partners.
From budget preparation to timely financial packages, audit-ready, with supporting workpapers and variance analysis.
Invoice processing, approval workflows, and payment execution through Bill.com and RAMP, with vendor management.
End-to-end onboarding of new clients and projects, including chart of accounts setup and opening balances.
Compliance-ready across tax (including 1099 filings), LLC agreements, and debt covenant requirements.
A repeatable, reliable accounting engine, freeing the team to serve clients and win new business.
