Our Services
Finance Support Built Around What You Already Have
Accelerate-U provides finance function support for leaders and teams that need stronger financial operations, reporting, decision support or systems. We begin with your existing capabilities, identify the gaps and add the right expertise or capacity where it is needed.
Support Where It Will Make the Greatest Difference
From dependable bookkeeping and controller-level oversight to strategic finance leadership and specialized projects, support can begin at any level and evolve as your needs change.
Start where the need is greatest
Work alongside your existing team
Adjust the support as your organization evolves
Understand Where Your Finance Function Stands
Strengthening your finance function starts with understanding what your organization needs now—and what it will need next.
A Finance Health Check provides a structured review of your current finance capabilities, including operations, reporting, decision support, systems and internal capacity. It helps identify what is working, where the most important gaps may be and what to prioritize next.
Find the Right Level of Support
Your organization may need dependable financial operations, stronger reporting and oversight, strategic decision support—or focused help with a specific priority. Each level can stand alone or work alongside your existing team.
Align
Reliable Finance Operations
Accurate books. Predictable month-end. A financial foundation you can trust.
Align provides additional bookkeeping and accounting capacity to keep routine financial work accurate, current and dependable. It can strengthen your existing team or provide ongoing operational support where capacity is missing.
Support may include:
Day-to-day bookkeeping & general ledger management
Bank and balance-sheet reconciliations
Accounts payable and receivable workflows
Payroll coordination with your provider
Consistent month-end processes and clear handoffs
Early identification of coding, documentation and reconciliation issues
What Align Helps You Achieve
- Financial records you can rely on
- A consistent close with fewer last-minute problems
- Cleaner year-end preparation and stronger underlying information
Align creates the dependable financial foundation that reporting, oversight and decision-making rely on.
Strengthen
Reporting, Controls and Financial Discipline
Clearer reporting. Stronger controls. Better financial oversight.
Strengthen adds controller-level expertise to improve financial review, reporting and oversight. It works alongside your existing accounting capacity to bring greater discipline and visibility to the finance function.
Support may include:
Structured close with reviews, checklists, and accountability
Management, board, funder and investor reporting
Plain-language analysis and financial insights
Audit-ready documentation and working papers
Policies and internal controls that improve consistency and reduce risk
Reporting packages designed for leadership, boards and funders
What Strengthen Helps You Achieve
- Clear, timely and useful financial reporting
- Stronger controls and accountability
- Better audit and external-reporting readiness
Strengthen turns accurate accounting information into reliable reporting, stronger oversight and better-informed decisions.
Accelerate
Strategic Finance and Decision Support
Better forecasts. Clearer choices. Greater confidence in the decisions ahead.
Accelerate-U adds CFO-level expertise to help leaders understand financial implications, evaluate trade-offs and plan ahead. It works alongside your existing team to support important decisions about cash, capacity, funding, growth and risk.
Support may include:
Budgets, rolling forecasts and scenario planning
Cash-flow forecasting and runway analysis
Financial modelling for investments and major decisions
Strategic analysis and decision support
Board, funder and investor presentations
Guidance on financing, growth, capacity and risk
What Accelerate Helps You Achieve
- Greater visibility into what lies ahead
- Better-informed strategic decisions
- Stronger alignment between finance and priorities
Accelerate turns financial information into forward-looking insight that helps leaders make consequential decisions with greater clarity.
Projects and Specialized Support
Expertise for a Specific Priority
Focused projects address a defined finance priority without requiring an ongoing engagement. They can stand alone or complement Align, Strengthen or Accelerate support.
Finance Systems & Process Improvement
Improve how financial work moves through the organization so processes are more reliable, efficient and manageable.
Finance-system selection and implementation
Workflow and process redesign
Integrations and reporting improvements
Roles, handoffs and approvals
Documentation and team training
Financial Modelling & Decision Support
Build clear financial analysis for an important investment, opportunity or strategic decision.
Financial models and scenario analysis
Business cases and investment analysis
Funding and financing requirements
Cash-flow and capacity implications
Sensitivity and risk analysis
Reporting, Controls & Governance
Strengthen the reporting and oversight needed by leaders, boards and external stakeholders.
Audit preparation and working papers
Controls, policies and procedures
Board and committee reporting
Financial presentations and workshops
Governance and financial oversight support
Transition & Interim Support
Provide focused financial leadership and capacity during organizational change or a temporary gap.
Interim finance leadership
Support through staff or leadership transitions
Finance-function assessment and stabilization
Role clarification and team development
Reorganization or post-transition implementation
What Project Support Helps You Achieve
Project support helps you make faster progress on an important priority, access specialized expertise without committing to ongoing support, and implement practical improvements that your team can sustain over time.
Not Sure Where to Start?
The right support depends on what is already working, where the gaps are and what your organization needs to accomplish. These common situations can help identify a practical starting point.
| Your situation | Common signs | Possible starting point |
|---|---|---|
| Financial operations need attention | Books are behind, reconciliations are incomplete or month-end is inconsistent. | Align |
| Reporting and oversight need strengthening | Reports take too long, controls are unclear or leaders need better financial information. | Strengthen |
| Important decisions lie ahead | Cash, capacity, funding, growth or risk require forecasting and analysis. | Accelerate |
| A defined priority needs focused expertise | A system change, financial model, audit, transition or other specific project needs attention. | Project Support |
| The underlying needs are unclear | You want a structured assessment of the overall finance function. | Finance Health Check |
These are starting points, not rigid packages. Each engagement is tailored to your organization—combining the support you need based on your existing capabilities, priorities, the gaps we can help fill, and evolving as your needs change.
Book a Fit Call to discuss what would work best for you.
How We Work With You
Our approach is designed to make financial support clear, dependable and easy to work with—from how services are delivered and engagements are structured to the systems and tools that support them.
Our Engagement Model
Predictable support, tailored to your needs
Each engagement is built around your existing team, finance capabilities and priorities. We agree on the recurring support required, provide flexibility for routine needs and scope substantial projects separately.
Our Delivery Approach
Our delivery approach brings together the right financial expertise and capacity for the work required. We coordinate responsibilities across the finance function, maintain clear communication and review, and ensure leaders receive consistent, decision-ready support.
One Coordinated Finance Function - Bookkeeping, reporting, planning and strategic support are connected rather than delivered as isolated activities.
A Dependable Working Rhythm - Clear responsibilities, regular communication and consistent review processes keep financial work moving and priorities visible.
Capacity and Expertise Where Needed - The mix of support can draw on bookkeeping, controller, CFO and systems expertise according to the work required.
How Engagements Are Structured
1. Fixed monthly retainer (core finance operations)
Covers the recurring work required to run your finance function on a consistent weekly/monthly rhythm—aligned to the level of your needs
(Align / Strengthen / Accelerate).
2. Monthly support buffer (quick asks)
Includes a small amount of flexible support for smaller extra items, such as: quick questions and guidance, minor report tweaks, light troubleshooting, short check-in calls
3. Project-scoped work (bigger lifts)
Non-recurring or unusually time-intensive work is scoped separately and approved in advance - no surprises.
You’ll receive a written scope, cadence, and responsibilities before we begin—plus what’s included vs. out-of-scope.
Systems and Tools That Fit
Practical technology for how your organization works
The right systems should make financial work easier, information more reliable and decisions better supported.
We work with your existing tools where they remain effective and recommend improvements where they will add meaningful value. Any recommendation considers your people, processes, reporting needs, controls, integrations and budget—not simply which platform offers the most features.
Our goal is to build a practical, connected system that fits your organization today while providing room to grow and adapt over time.
Experience Across a Range of Platforms
Our team has hands-on experience with accounting, payroll, reporting, planning and workflow tools. The platforms shown are examples—not a fixed technology stack.
Logos and product names are trademarks of their respective owners and are used for identification purposes only.
Frequently Asked Questions
Do you bill hourly?
Core work is typically a fixed monthly retainer. Projects are scoped and approved in advance.
How do you prevent surprise work?
We define scope upfront, track changes, and confirm approval before project work begins.
What triggers a scope update?
Increases in transaction volume, new programs/grants, changes in close timelines, systems, or governance/audit requirements.