Build your foundation- accurate, compliant, audit‑ready
Establish tight controls and reliable operations from day one. We standardize policies, document processes, and implement systems so your finance and people functions run predictably at scale.
Build your foundation- accurate, compliant, audit‑ready
Establish tight controls and reliable operations from day one. We standardize policies, document processes, and implement systems so your finance and people functions run predictably at scale.
Stability Before Scale
Before you scale, you must stabilize. Foundation services are built to establish an efficient, tech-enabled financial structure - eliminating manual errors, ensuring compliance, and setting up for long-term performance.
Smart Efficiency
Keep your numbers right and your close on time—every month.
Stay current with entity and tax requirements in every state.
Baseline risks, policies, and current stack
SOPs, SLAs, charts, and approvals
Stand up teams, close cadences, and compliance calendars
Measure against KPIs, tune controls
Playbooks, access, and training for continuity
No. We configure and connect your stack (NetSuite, Tipalti, Airbase, Rippling, BI) and add controls.
We set SLAs and audit‑ready SOPs, with reviews, maker‑checker controls, and logged approvals.
Yes. We maintain calendars, prepare filings, and coordinate with advisors where needed.
We keep your core roles and augment with specialists, documenting processes and access.
We transform finance by simplifying complexity and guiding businesses with expertise.
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At Finance in a Box, we are on a mission to transform the financial landscape by simplifying complex financial matters and providing expert guidance to businesses.
