What we do
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View allProfit360™
Our way of turning your finance function into a source of profit.
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A coordinated approach to cross-border finance, tax and assurance questions.
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Tax changes, finance thinking and what they mean for your business.
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Who we are, who you will work with, and how we hold ourselves to account.
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Build a career in US accounting, tax and advisory.
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Specialist work across compliance, assurance, finance and growth.
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View allFinancial services and fintech
Financial products move quickly. The evidence behind them cannot.
Finance, controls, data and reporting questions become closely connected when a financial-services or fintech business changes product, funding, customers, systems or markets. The right first step is to map the operating model before defining the work.
Book a free call to get a quoteHow this works
From a relevant question to a useful next step.
- 1
Map the product and flows
Document how the product works, how funds and data move, who owns the process and where key records originate.
- 2
Name the decision
Clarify the customer, investor, governance, reporting or operating decision that requires better information.
- 3
Connect the disciplines
Bring finance, risk, technology, tax and assurance questions into one fact base rather than separate workstreams.
- 4
Set a controlled next step
Agree the scope, responsibilities, specialist input, evidence needs and decision rhythm in writing.
What this covers
Designed around the work that matters.
Useful reading
Keep the next decision connected to the facts.
Practical perspectives that may help frame the next question. They are general information, not a substitute for advice based on your business and current rules.
Audit & assurance
Customer due diligence: prepare the controls and evidence behind the security questionnaire
A practical operating framework for SaaS and technology teams responding to customer security, risk and assurance questions without turning every questionnaire into a one-off project.
Read articleTax
State tax: build a fact map before you assume the filing answer
A structured way for multi-state and growing businesses to map activities, people, sales, registrations and records before seeking state-tax advice.
Read articleAccounting & finance
Build a cash forecast that leads to decisions, not just a number
How finance teams can connect opening cash, operating drivers, commitments, assumptions and actions into a forecast leaders can use.
Read articleStart a conversation