We’re more than a service provider, we’re your operations partner. With senior operators, AI‑enabled workflows, and a modern tech stack, we deliver clarity, control, and capacity so you can scale with confidence.
Build your core and stay compliant
Month end close, AP/AR, billing & collections, cash application, GL accuracy, timeliness, and controls by design
HR support, payroll admin, compliance calendars, and onboarding flows
1099/Form 3921, Sales & Use Tax, Delaware & other state annual filings, Business & Individual income tax returns
Core configurations, clean charts, role‑based access, audit logs
Technical accounting, SEC/reporting support, audit readiness, tax provision (incl. footnotes)
Quote‑to‑cash hygiene, usage/billing accuracy, collections playbooks, dispute handling
Cross‑functional ops support for finance, data, and people processes
Implementations, integrations, process automation (AI + RPA), Excel automation, data‑viz automation
SOX, internal controls, policies, M&A due diligence
Build Operate Transfer your India team with documented SOPs, controls, and SLAs
Budgeting, forecasting, scenario planning, management reporting, board packs
Investor‑ready leadership for capital strategy, cash runway, pricing, and performance
Dashboards for KPIs and cash across ERP, banks, and billing
Work optimization and cost‑reduction programs driven by time‑study and automation
Start driving value in just five steps.
Start driving value in just five steps.
Role specific intake and credentials verification.
Portfolio and reference checks for outcomes, not titles.
Case based assessment focused on decision quality and ownership.
Practical exercises on your tools (e.g., NetSuite, Tipalti, BI).
Compliance grade checks where applicable.
Shadowing, SOP sign‑off, and SLAs before go‑live.
Regular QA, playbook updates, and performance reviews.
A full stack of finance, operations, people ops, and automation from Accounting Operations
and Compliance to FP&A, Fractional CFO, ERP & Automation, Risk, RevOps, and BOT
models.
From outsourced accounting to staffing and recruitment, we’re ready to take your operations to the next level.
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.
