What we do
Pick a service, find your industry, or start from what you are trying to get done.
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View allProfit360™
Our way of turning your finance function into a source of profit.
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View allGlobal
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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View allAbout
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 allTechnology and SaaS
Make the operating story as dependable as the product story.
Technology and SaaS businesses often need the finance, revenue, evidence, control and cross-border story to keep pace with product growth. A useful engagement begins with the service, customers, contracts, systems and decision at hand.
Book a free call to get a quoteHow this works
From a relevant question to a useful next step.
- 1
Frame the business model
Map services, customer contracts, revenue drivers, delivery responsibilities, systems and third-party dependencies.
- 2
Choose the decision
Identify whether the priority is a customer request, close quality, funding, expansion, tax question or control-readiness milestone.
- 3
Organise the evidence
Connect owners, policies, operating records, financial data and explanations to the agreed scope.
- 4
Build a working rhythm
Translate material gaps, assumptions and milestones into an accountable plan that can be reviewed as the business changes.
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
SOC 2 readiness: build an evidence plan before you need it
A practical, non-technical way to organise ownership, controls and evidence before a SOC 2 examination begins.
Read articleAudit & 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 articleBusiness advisory
After a funding round: finance priorities for the first 90 days
A practical framework for founders who want their new capital, operating plan, reporting and cash decisions to stay connected after the announcement.
Read articleStart a conversation