What we offer
Interim tax leadership and transformation, ERP go-live support, a fractional Finance Director or step-up CFO, AI workshops for in-house teams, senior advice on tap — each model is designed for a different situation. Find the one that fits yours, or reach out and we'll tell you what we'd recommend.
01 — Interim
Senior tax leadership for the situations that can't wait — a hiring gap, an ERP go-live, a tax transformation, or a market entry that needs someone who can run the tax workstream from day one. We've implemented ERP systems (SAP S/4HANA, Oracle, Hyperion), built tax functions from scratch, and redesigned reporting workflows from manual to automated. Operational within days. No ramp-up. No junior support doing the actual work.
Engagements run up to 40 hours per week across 4–24 weeks — full-time or part-time, shaped around the mandate. We work on-site, remotely, or a combination.
Discuss an engagement →What's included
Operational within days, not weeks. The expectation is immediate contribution — and that's what we deliver.
02 — AI Implementation
Most tax teams have AI licenses by now. Far fewer get real value from them — because the gap was never the tools. It's knowing how to apply them to actual tax work, and having the time to learn while the ongoing work keeps coming. That's the gap we close: we've implemented AI inside in-house tax functions ourselves, within the data and confidentiality constraints that come with them.
Two ways to work with us. A team workshop — half-day or full-day, on-site or remote, built around your team's real workload, leaving them with working prompts the same day. Or an implementation sprint — 4–8 weeks, part-time, where we pick two or three workflows, build the prompt library and tooling around them, and train your team to own it.
Start a conversation →The two formats
Team Workshop · Half-day or full-day
Hands-on, built around your team's actual workload — not generic demos. Prompt fundamentals for tax work, live builds on real questions from your desk, and a shortlist of use cases worth pursuing. Your team leaves with working prompts the same day. On-site or remote.
Implementation Sprint · 4–8 weeks
We select two or three workflows with the highest return — research and memo drafting, document review, compliance preparation — build the prompt library and tooling around them, and train your team as we go. It ends with tools in daily use that your team owns and keeps improving without us.
A clear boundary
AI accelerates research, drafting, and routine analysis. It doesn't replace professional judgment on novel or high-stakes positions — and we'll always be clear about where that line is.
03 — Fractional
Senior finance and tax leadership in the room, without the full-time headcount. A Finance Director today — a step-up CFO as you grow. We integrate with your team on a retainer, covering tax strategy, financial oversight, and the intersection of the two — staying ahead of issues before they become problems.
Typically 8–16 hours per month, structured around your rhythm — whether that's a weekly check-in, a monthly deep-dive, or something in between. More or fewer hours where the situation calls for it. The model adapts to what you actually need.
Discuss a retainer →What's included
Typical clients: Series B to pre-IPO scale-ups and mid-size companies that need senior finance and tax leadership embedded in how the business runs — not called in when something goes wrong.
04 — On-demand
A senior tax and finance person you can actually reach — who gives you a straight answer quickly, without a junior in the middle and without a Big 4 invoice at the end of it. For finance managers and CFOs who need a reliable senior voice on the other end for questions, reviews, quick calls, and brief check-ins.
Questions by email or call. Responses within 24 hours. A monthly subscription that covers the full range of tax and finance topics — whatever comes up, not just what fits a narrow brief. When something grows into a project, we'll tell you before it becomes a surprise.
Learn about access →What you get
What you're really buying
Peace of mind. A senior person in your corner who picks up the question, knows what they're talking about, and gets back to you fast. Not a process. Not a portal. Just access.
Get in touch
Ready to talk
Tell us what you're facing and we'll be direct about what we'd recommend — and whether we're the right fit at all.
Get in touch →