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 industry-leading accounting and finance software. 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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How We’re Different

Before building Latticewrk, Arjun saw a common thread with finance teams. Most teams just delivered reporting without any real insights to drive and affect change in the business. The finance and accounting function in a business holds extremely valuable information that can change a business in a matter of months. This alone shapes how we approach every engagement. When we look at your financials, we're not just reading numbers - we're reading your operations, your workflow, your team structure, and your decision-making. We understand how the money connects to the way the business actually runs. This means CFO advisory doesn't stop at the spreadsheet. We dive into understanding how you run your business to help you understand what the numbers mean for how you manage, hire, price, and scale.

This is how financial clarity becomes operational clarity.

Our Services

Every service can be structured as a one-time project or an ongoing engagement. We'll design the right scope for where you are.

Bookkeeping

Best for: Early-stage businesses getting organized, or companies that need a clean foundation before they can scale.

  • 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

Best for: Growing businesses that need a timely and reliable monthly close, accurate reporting, and a layer of oversight on their books.

  • 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

  • ERP Implementation Support; Books Clean-Up

Controllership / FP&A

Best for: Companies scaling past $1M–$3M who need senior-level financial management and data-driven reporting.

  • 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

  • ERP Implementation Support; Books Clean-Up

CFO / COO Advisory

Best for: Businesses between $3M–$75M in revenue, or those preparing to raise capital, acquire, or significantly restructure operations. This is where Arjun's operational background adds the most depth.

  • 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:

    • Business Assessment & Financial Review

    • Books Clean-Up

    • M&A / Due Diligence Support

    • Exit Planning

    • ERP Implementation Support / Financial Transformation

“Working with Arjun changed the way we thought about finance. He and his team didn’t just clean up and maintain our financials, they gave us clarity and even helped other departments step up. We’ve been making decisions faster but also smarter.”
— CEO, Professional Services
“Our current resource wasn’t cutting it. I thought I just needed a new bookkeeper but didn’t realize the impact having a fractional CFO would do for the awareness I have on my business. I’m feeling so much more confident about our direction with Arjun.”
— Head of Operations, SaaS