Financial Operations support from Founding Principals serves as your internal financial backbone—overseeing your systems, processes, and day-to-day financial operations. This is ideal for business owners who’ve outgrown spreadsheets and want structure, consistency, and better reporting.

• You’re juggling multiple contractors or revenue streams and want someone to organize the chaos

• You’ve got a bookkeeper but need someone senior to oversee, QA, and translate the data 

• You want reliable monthly reporting that actually drives decisions—not just for taxes 

• You need help managing the financial team, workflows, or software setup

• Oversee monthly close process and reporting

• Manage and review bookkeeping and accounting functions

• Set up internal dashboards and systems (e.g., Airtable, Gusto, Jirav, etc.)

• Coordinate across departments to ensure finance supports growth (marketing, ops, legal, HR)

• Identify gaps or inefficiencies and implement fixes

Client Overview

A growing business required structured financial management, tax compliance resolution, and operational efficiency to ensure long-term stability. The project aimed to address payroll tax discrepancies, streamline filings, and secure necessary certifications while improving financial transparency.

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Project Goals

The engagement focused on three key areas:

• Tax Compliance & Resolution – Ensure accurate tax payments, address discrepancies, and assist with regulatory filings.

• Financial Operations Optimization – Implement structured reconciliation and financial reporting processes.

• Strategic Planning & Certifications – Strengthen compliance with government and industry certification programs.

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Results & Business Impact

✔ Ensured Payroll Tax Compliance: Submitted accurate filings and addressed withholding discrepancies.
✔ Improved Financial Transparency: Established a clear reconciliation process and enhanced financial reporting.
✔ Resolved Tax Discrepancy: Identified overpayment, initiated an IRS resolution request, and positioned the business for potential refund recovery.
✔ Strengthened Business Compliance: Provided guidance on CBE and NMSDC certification processes to enhance business credibility.
✔ Prepared for Growth: Developed a strategic financial roadmap for the upcoming year.