Finance Ops

Operational finance.
Not accounting.

We run the workflow around your books so your CPA has clean data and you have cash-flow visibility — without hiring a CFO.

Hands reviewing printed financial reports beside a desk calculator
Deliverables

What we deliver

  1. 01Vendor & customer onboarding — documented workflow with approvals and clean data handoff to your accounting system
  2. 02AP/AR hygiene — aging discipline, collections cadence, payment runs
  3. 03Monthly close coordination — working with your bookkeeper/CPA so numbers land on time, every month
  4. 04Operating-review financial reporting — board-pack-quality monthly reporting tied to operating KPIs
  5. 05Cash-flow visibility and short-term forecasting — 13-week rolling view, updated weekly
  6. 06Approvals matrix and spend controls — aligned to the Operations pillar
Method

How we deliver

We run workflow around your books — not the books themselves. Your bookkeeper and CPA stay in place; we handle the vendor onboarding, approval flows, AP/AR discipline, and the 13-week cash rolling forecast so financial data arrives on time and your business stays in control of its own numbers.

Boundaries

What we don't do

Important

Asset Grouper is not a CPA firm, a bookkeeping service, a tax adviser, or an investment adviser. We do not sign tax returns, render tax opinions, provide legal advice, or offer investment-advisory services of any kind.

Your CPA, tax attorney, and investment advisor remain yours. Our Finance Ops pillar handles the operational workflow around their work — making sure data arrives on time and the business stays in control of its own numbers.

Signals

You probably need this pillar if…

  • The books close a month late, every month.

  • I find out about cash problems when my bank balance drops.

  • Our approvals are 'whoever answers their phone fastest.'

  • I can't answer a simple financial question without a three-hour hunt.

Ready to install the rhythm?

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FAQ

Frequently asked

  • Will this replace my bookkeeper or CPA?
    No. We work alongside them. In fact, your bookkeeper and CPA will probably be happier.
  • Do you pick my accounting software?
    We'll review what you have and recommend changes if needed, but we don't switch you off your stack unless there's a good reason.
  • Can you handle payroll?
    We coordinate payroll workflow. The payroll processor itself (e.g., Gusto, ADP) stays with your provider.
  • Are you licensed to give financial advice?
    No, and we don't. Finance Ops is operational work, not financial advisory. We refer licensed work to the right professional.