Eleven servicesOne subscriptionAI and humans on every engagement
Whether you need your books closed, controls remediated, an audit prepared, or a CFO role filled, you get the same hybrid model: AI agents handle the science, and senior practitioners handle the art. You get one bill.
Pick any serviceWe deliver it the same way
AI handles the science
Senior practitioners handle the art
Every service below runs on this same model. The only thing that changes is what we're doing for you.
Eleven servicesGrouped by what's keeping you up at night
Most buyers don't shop service-by-service. They have a problem (close cycles too long, audit coming, growing too fast) and they want to know what fixes it. Here's the shortcut.
Run my finance operations
CFOs and Controllers at fast-growing companies.
“I need books closed, AP/AR running, payroll done without hiring.”
Accounting Process Outsourcing
End-to-end finance ops: bookkeeping, AP, AR, R2R, payroll, FP&A. Iris reconciles in seconds. Senior controllers review exceptions daily.
Daily exception review · monthly close in 4-5 days · audit-ready ledger · one dashboard
Close drags past day 7 · errors slip in · CFO sees numbers last
Virtual CFO Services
Fractional CFO leadership for high-growth companies and PE-backed portfolios, backed by our AI agents.
Board reporting · cash forecasting · investor decks · KPI design · monthly business review
Pre-Series B · post-acquisition · CFO seat open · PE portfolio company without finance leadership
Interim Resource Alignment
Pre-vetted controllers, managers, and analysts deployed in days, not months.
Drop-in or hybrid-pod options · matched to your stack and stage · senior practitioner backstop
Maternity/paternity gap · hiring takes too long · interim controller while you search
Get audit-ready and stay that way
CFOs heading into audits, post-acquisition entities, PE-backed companies.
“Auditor's coming and we're not ready.”
Internal Controls & SOX Compliance
Design, test, and remediate controls that stand up to scrutiny. Guardian flags control breaks in real time.
Risk assessment · control design · testing program · remediation · year-round monitoring
First SOX year · ICFR remediation findings · post-IPO controls · PE portco prep
Technical Accounting
Complex transactions, US GAAP and IFRS positions delivered with rigor. Human judgment first, AI handles documentation.
Revenue recognition (ASC 606) · lease accounting (ASC 842) · business combinations · stock comp · memos that hold up to auditors
New contract structures · M&A transaction · IPO-related accounting · auditor questioning a position
Audit Outsourcing (for firms)
Co-source and outsource models for assurance firms under capacity pressure. Workpapers in your format, your timeline, white-labeled if needed.
PCAOB-aligned workpapers · senior reviewer on every file · capacity surge during busy season
Tax season overflow · firm losing client work to capacity gaps · M&A integration on the firm side
Financial Audit Readiness
PBC playbooks, pre-audit closes, and clean walk-throughs before day one. Atlas auto-builds the PBC list.
PBC list automation · pre-audit close · walk-through prep · auditor liaison · post-audit remediation
First-year audit · auditor change · prior-year findings · IPO countdown
Prepare for a transaction
Pre-IPO companies, M&A targets, PE portfolio companies.
“We have 12 months to be ready.”
IPO Readiness
End-to-end IPO prep, from books to SOX to S-1 narrative, backed by our Virtual CFO bench.
Audit-ready financials · SOX-ready controls · S-1 drafting support · investor reporting infrastructure · first-earnings playbook
S-1 in 12-24 months · pre-IPO audit selection · investor diligence · post-IPO operating cadence
Tax Advisory
Cross-border structuring, provisioning, and ongoing tax compliance.
Federal/state/local provisions · transfer pricing · entity structuring · ongoing compliance filings · tax memo trail
International expansion · entity restructuring · tax season · new state nexus
MacTax
Coming soon. Specialized tax advisory for cross-border and high-growth teams. Full details soon; talk to us in the meantime.
Specialized tax advisory for cross-border & high-growth teams · coming soon
Cross-border expansion · scaling high-growth teams
Transaction & Migration Support
Moving finance data and systems cleanly through an M&A, carve-out, or ERP change. Without losing a transaction in the process.
Data Migration & Validation · Testing & UAT Support · Go-Live & Cutover Support · Post-Go-Live Hypercare · Reconciliation & Issue Resolution · Training & Adoption Support · Build-Operate-Transfer (BOT)
ERP-to-ERP migration (e.g. QuickBooks → SAP) · carve-out or divestiture · post-acquisition integration
Modernize your finance stack
CFOs picking ERP, automating, or evaluating AI for finance.
“Our tech stack isn't keeping up.”
Technology Services
ERP, RPA, and private AI deployments for the office of the CFO. Want our AI agents on your own infrastructure? Start here.
ERP selection and implementation · RPA for repetitive workflows · private AI deployment · integration with existing stack
ERP migration · build-vs-buy AI decisions · governance on existing AI tools · tech consolidation
Finance Function Reengineering
We audit how your finance function runs today, redesign the operating model, then roll out the AI to match. Not a tech swap, a redesign.
Diagnose (process assessment) → Design (standardization, governance, controls) → Deploy (automation, system enablement, change management) → Measure (KPI/SLA tracking, continuous improvement)
Manual processes breaking under growth · no clear ownership of controls · tech decisions made without a process redesign first
Built for the four kinds of teamswho can't afford to get this wrong
The teams who switch to 4AT Hybrid all share one thing: they're done choosing between expensive firms and risky AI.
CFOs and Controllers
At fast-growing companies stuck between Big 4 quotes they can't justify and AI tools they can't sign off on.
Accounting firm owners
Offering hybrid services to their own clients, or outsourcing tax-season overflow without losing margin or relationships.
PE-backed portfolio companies
Needing audit-ready books across multiple entities, controls that survive diligence, and reporting that satisfies the GP.
Pre-IPO finance teams
12-24 months from S-1, with everything (books, controls, S-1 narrative, first earnings) still to build.
Four stepsNo procurement cycle
Every service above runs on the same engagement model, whether you're subscribing to bookkeeping or hiring a Virtual CFO.
Subscribe
Day 0Pick the service(s) you need. Pay your first month. That's the entire procurement cycle. No SOW. No legal review. No 6-week sales cycle.
Onboard
Days 1–7Connector ingests your ERP, ledgers, and policies. Your dedicated pod of AI agents plus senior practitioners is live within 7 days. You don't change tools. We meet you inside the systems you already use.
We run it
Day 8 onwardIris reconciles. Guardian monitors controls. Atlas builds your reports. Senior practitioners review everything before it reaches you. You see it all in one dashboard. One bill. One team.
You scale
Month 3 and beyondAdd controls. Add tax. Add audit readiness. Add a vCFO. Every new service line plugs into the same subscription. This is where most clients start with one service and end the year running their entire finance function on 4AT.
Quiet confidence, real outcomes.
We're building the case studies now, written by the CFOs and firm owners who switched. Want to be one of the first?
A 30-minute conversation with a senior practitioner. No decks, no templates, just the right questions.