Enough of the chaos.

We handle your finances end-to-end so you can focus on running your business

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Transforming a business through finance

At our heart, we are a group of skilled accounting and finance professionals who are passionate about helping businesses build to their maximum potential. We have experience across numerous industries not limited to: eCommerce/DTC, SaaS, apparel, wholesale, professional services, and retail. We help our clients solidify their financial back-office foundations to allow for clarity and a pathway to scale and growth.

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A modern approach

We are highly tech-enabled and have expert proficiency with most industry-leading software related to accounting and finance. This helps to streamline processes and ensure efficiency is top of mind. We can build a financial back-office system that uses the best tools to be ready for your business to scale.

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Our Services

All services can be set up as one-time projects or recurring services

Bookkeeping

  • Coding transactions from your bank to your ledger and reconciling your bank and credit card accounts each month

  • Accounts Payable: Preparing bills to be paid to vendors

  • Accounts Receivable: Sending invoices to your customers via email or through an accounts receivable software

  • Books Clean-Up

Accounting

  • Bookkeeping Review: Providing a layer of review and support on all bookkeeping functions and tasks

  • Full Month-Close Preparation: Reviewing transaction coding and reconciliations, posting journal entries, building monthly balance sheet schedules, and providing a first-level review

  • Accounts Payable: Approving payment on bills to your vendors

  • Accounts Receivable: Assists with sending out invoices to your customers

  • Ad-Hoc Support: Provides accounting and data analysis expertise with other wide-ranging capabilities

  • Books Clean-Up

Controllership / FP&A

  • Month-End Support & Review: Owns the accounting execution of the team, provides senior level review, and manages advanced month-end tasks

  • Reporting & Analysis: Providing updated reporting on monthly financials along with other required reporting. Data analysis on financial data can be added as needed

  • Team Leadership & Development: This role is specifically skilled in helping develop team members on your team involved in accounting and finance along with other departments

  • Business Assessment & Financial Review

CFO / COO Advisory

  • Operations Leadership: Implementing business strategies, deriving cross-functional KPIs, and collaboration with CEO / leadership to drive growth and scale

  • Finance Leadership (not limited to): Cash flow forecasting and management, financial reporting, financial planning and analysis, data strategy development, scenario modeling and planning, KPI reporting, investor / equity raise data room + pitch deck support

  • Ad Hoc Support: A customizable scope of work can be created based on financial and operational needs

  • Other Services: A customizable scope of work can be created based on needs relating to HR, Marketing, Operations, & Sales

  • Business Assessment & Financial Review

Get started with Latticewrk, today.