Services
The financial expertise growing companies need.
Every business needs two things from its finance function: reliable numbers, and the analysis that turns them into sound decisions. The first is the role of a controller; the second, the role of a CFO. A2Z Finance Ops provides both, with a single objective: supporting the growth of the business. Every engagement uses AI to work faster and cost less. Decisions, accountability and the relationship stay human.
Accurate books are a prerequisite, not the objective. The objective is sustainable, profitable growth.
Controller work
Are the numbers right?
Bookkeeping, month-end close, internal controls and the systems that support them. Reliable reporting is the foundation for every decision that follows.
CFO work and operations support
What should we do with them?
Planning, pricing, commercial performance, capital allocation, board reporting and support for day-to-day operations. Finance as a partner to leadership in driving growth.
A · Foundations
Bookkeeping and cleanup
Accurate books every month, or a catch-up when they’ve fallen behind.
Available as: Project · Outsourced
- Monthly bookkeeping in QuickBooks, Xero or NetSuite
- Catch-up and cleanup of past months
- Bills, invoicing and collections
- Payroll, 1099 and sales tax coordination
B · Control
Accounting and month-end close
Controller-level work: books you can rely on, closed on a predictable calendar.
Available as: Project · Outsourced · Fractional
- Close process and checklist
- Accruals and revenue recognition
- Controls and approval workflows
- Standard operating procedures (SOPs) for close, AP, AR and payroll
- Tax-ready books for your CPA, audit preparation
C · Strategy
Strategy, planning and forecasting
A clear strategy, turned into a plan and a model that leadership actually uses to make decisions.
Available as: Project · Outsourced · Fractional
- Strategic planning and priorities with the leadership team
- Product, positioning and packaging decisions, backed by the numbers
- Business plans for lenders, investors and partners
- Budget and driver-based financial model
- 13-week cash flow forecast
- Scenario and runway planning
- Budget vs. actual review
D · Growth
Sales and marketing finance
A finance partner inside the revenue team, helping it grow profitably.
Available as: Project · Fractional
- Pricing, discounting and deal reviews
- Sales incentive and commission plans
- Marketing ROI: ad spend, SEO/SEM and funnel conversion
- Pipeline, bookings and revenue forecasting
- Partner and revenue-share agreements
E · Leadership
Fractional CFO
A senior finance partner for the owner, CEO and board, a few days a month.
Available as: Outsourced · Fractional · Interim
- Board and investor reporting
- KPIs, pricing and unit economics
- Bank financing and SBA loan packages
- Coordination with CPA, auditors and attorneys
F · Capital
Capital allocation, capital raising and M&A
Deciding where the money goes, raising it to grow or expand, and buying or selling a business when the time comes.
Available as: Project · Fractional
- Investment cases and ROI for key initiatives
- Capital allocation and headcount planning
- Investor-ready model and data room
- Buy-side diligence on small-business acquisitions
- Valuation and deal analysis
- Quality of earnings readiness
- Capital raising: equity, debt and bank financing
- Expansion plans for new markets, locations or product lines
G · Systems
ERP, CRM, billing, AR and AP systems
Choosing, implementing and running the tools your business runs on, with AI automation where it saves real time.
Hands-on with NetSuite, SAP, Oracle EPCS, Dynamics 365, Hyperion, Salesforce, Boostr, Coupa, Ramp, Brex, Settle, Power BI and Zapier
Available as: Project · Fractional
- Needs assessment and vendor selection: ERP, CRM, billing, AR, AP, spend and payroll
- Implementation scoping, project management and data migration
- Integrations between CRM, billing, AR, AP, payroll and the ledger
- Ongoing admin support, user training and AI-driven reporting
H · Operations
Business operations partner
Finance working alongside each department head, so budgets, plans and contracts serve the strategy.
Available as: Project · Fractional
- Departmental budgets built with each department owner
- Marketing plan and budget, tied to revenue targets
- Vendor and partner contract negotiations on commercial terms, alongside your attorney
- Hiring plans and headcount decisions
- Monthly business reviews and department KPIs
I · AI
AI in the finance function
Practical AI that shortens the close, speeds up analysis and frees time for decisions. Every output is reviewed by someone who understands the numbers.
ChatGPT, Claude, Microsoft Copilot, Zapier, Power BI
Available as: Project · Fractional
- Assessment of where AI can help, and where it should not
- AI-assisted close preparation and reconciliations
- Drafted variance commentary, KPI summaries and board notes
- Automated extraction of invoices, receipts and contract terms
- Tool setup and team training
Projects
Common projects.
Each one has a defined scope, a deliverable and an end date. Not on the list? Describe it on the contact form.
A · Foundations
Books cleanup and catch-up
Months or years of books brought current and reconciled, ready for your CPA.
C · Strategy
13-week cash flow forecast
A rolling cash model your team can update every week.
F · Capital
Investment case for a key initiative
ROI, payback and a clear go or no-go recommendation.
F · Capital
Fundraising model and data room
Three-statement model, investor metrics and a diligence-ready data room.
G · Systems
ERP, CRM, billing, AR or AP rollout
Requirements, vendor shortlist and an implementation plan you can run.
B · Control
Finance SOPs and process documentation
Written procedures for the close, AP, AR, payroll and approvals, so the work no longer depends on one person.
B · Control
Month-end close acceleration
A faster, repeatable close with a calendar, checklist and clear ownership.
B · Control
Internal controls review
A review of approvals, segregation of duties and cash controls, with practical fixes.
B · Control
Revenue recognition setup
ASC 606 policy and recognition schedules your auditors will accept.
C · Strategy
Annual budget and operating plan
Department budgets and a board-ready plan for the year.
C · Strategy
Long-range plan
A three-to-five-year plan linking strategy, headcount and capital needs.
B · Control
Segment reporting
P&Ls by business unit, product line or location, so you see what actually makes money.
E · Leadership
Right-sizing
Cost and headcount review with options matched to your runway and growth plan.
D · Growth
Pricing model
Pricing built on real unit economics: margins by product, customer and channel, with scenarios.
D · Growth
Sales incentive plan
Plan design, payout model and a forecast of what it will cost, aligned with margin, not just volume.
F · Capital
Quality of earnings support
Adjusted EBITDA bridge, schedules and answers for the QoE provider, on the sell side or the buy side.
F · Capital
Buy-side diligence
A financial review of the business you’re buying, before you sign.
C · Strategy
Business plan
A complete plan for lenders, investors or partners: strategy, market, financial projections and funding needs.
F · Capital
Expansion plan
The financial case for a new market, location or product line, including funding and timing.
F · Capital
Bank and SBA financing package
A lender-ready package for a term loan, SBA loan or working capital line.
H · Operations
Departmental budget program
Budgets built with each department head, with monthly reviews and clear ownership.
H · Operations
Marketing plan and budget
Spend by channel tied to revenue targets, with the metrics to track return.
H · Operations
Vendor contract renegotiation
A review of major vendor contracts and negotiated savings on commercial terms.
B · Control
US GAAP conversion
IFRS, French GAAP or Mexican NIF to US GAAP: restated financials and a reusable account mapping.
How to engage
Four ways to work together.
Every service can be bought in the way that suits the business. Most clients start with a single project, then continue with outsourced or fractional support if it helps. Scope and fees are set after the consultation.
Fixed scope · most common start
Project
A defined deliverable with a clear end date, drawn from any service. See common projects.
Covers: any service, A to H
Monthly, fixed fee
Outsourced accounting or CFO
Defined monthly deliverables at a fixed fee: your books and close, or a CFO reporting package with forecast updates, KPIs and board materials.
Covers: A and B for accounting; C and E deliverables for CFO
Monthly retainer
Fractional controller or CFO
A senior finance leader on your team a few days a month. Unlike outsourced work, this includes leadership meetings, decisions and ownership of results.
Covers: B to H
Full-time, temporary
Interim
The same senior leadership, full-time for a defined period, during a transition or a transaction.
Covers: E Fractional CFO, plus B, C and F as needed
What you receive with outsourced or fractional support
Deliverables are tailored to what the business actually needs. Sometimes the most useful answer is a single number, one sentence or a clear yes or no.
A typical starting point, adjusted to each client:
Actuals vs. budget and prior period, with variances explained
Reconciled accounts, working capital and debt
Cash burn, months of runway and the 13-week forecast
The metrics your investors track: growth, margins, CAC, retention
Financial narrative, forecast update and key decisions
Updated plan based on what actually happened
How we work together
How an engagement runs.
The first weeks set the foundation. Then the work settles into a steady monthly rhythm.
Weeks 1–2
Diagnose
Review the books, the model, the tools and the people. Agree on what matters most before the next board meeting or raise.
- Finance health check
- Prioritized 90-day plan
Weeks 3–8
Build
Fix the foundation: chart of accounts, close calendar, forecast model and reporting package, all documented in clear procedures (SOPs).
- Monthly close in place
- Forecast and KPI dashboard
Ongoing
Run
Lead the monthly cycle, advise on decisions and prepare the company for its next stage.
- Board-ready reporting
- Strategic finance on call
Commitments
What you can count on.
Is this a fit?
Who I work with.
A good fit
- ✓Small and owner-led businesses that need clean monthly books
- ✓Venture-backed startups from pre-seed through Series B
- ✓Owners preparing to raise money, sell, or buy a business
- ✓Real estate investors and property owners
- ✓Companies operating across the US, Europe and Latin America
Handled by your CPA or attorney
- ×Filing tax returns. I prepare tax-ready books and work alongside your CPA or enrolled agent.
- ×Audits, reviews and other attest work, which require a licensed CPA firm
- ×Legal advice on entity, contracts or deal terms
What would you like to fix, decide or optimize?
A complimentary 30-minute consultation to talk it through and agree on a first step.