FINANCE and ACCOUNTING
Finance you
can rely on.
Close the books. See the cash. Plan the next move. Finance and accounting support built around the work you need, from everyday execution to control, planning, and optional CFO leadership.
Clear numbers.
Confident decisions.
Confident decisions.
Experienced people. Real work. ↗
THE PRIORITY
Finance and Accounting
THE APPROACH
Strategy. Specialists. Shared momentum.
THE DELIVERY SCOPE
Finance and accounting delivery, from reliable books to a clearer operating view.
Choose the accounting, control, planning and systems support you need. CFO leadership is an optional addition.
WHAT WE CAN DEFINE TOGETHER
01
Close checklist and reconciliations
02
Management reporting pack
03
Forecast model and variance review
The outputs, responsibilities and review points are agreed before work begins.
Discuss this scope ↗SELECTED COMPANY EXPERIENCE
Experienceyou can build on.
Selected experience across SPG leadership and delivery partners. These logos reflect collective experience, not a single SPG client list.
Explore company experience ↗YOUR WORKING WORLD
The priorities are clear.
Who is moving the work?
Put the finance and accounting priorities into a shared plan, with people who can own the agreed work and keep the handoffs connected.
Keep the decisions that belong with your leadership. Give the agreed responsibilities a clear owner.
Put support around this priority ↗LESS ON YOUR DESK. MORE IN MOTION.
YOUR WORKING WORLD
BEFORE SPG
Everything comes
back to you.
Add SPG
YOUR LEADERSHIP TEAM
The vision. And every detail.
The work is ready. Your calendar isn’t.
4 priorities
on your desk
on your desk
01
Record and reconcile
A clear brief. A responsible owner.
Needs your attention
02
Close and control
A clear brief. A responsible owner.
Needs your attention
03
Plan and analyze
A clear brief. A responsible owner.
Needs your attention
04
Review exceptions
A clear brief. A responsible owner.
Needs your attention
Too many priorities. Too few clear owners.
Build my team↗
LESS ON YOUR DESK. MORE IN MOTION.
YOUR WORKING WORLD
WITH SPG
Your direction.
Shared momentum.
SPG added
YOUR LEADERSHIP TEAM
Stay close to the big decisions.
Keep the direction. Give the work clear owners.
Your focus
the next move
the next move
01
Record and reconcile
A clear brief. A responsible owner.
Accounting team
02
Close and control
A clear brief. A responsible owner.
Controller
03
Plan and analyze
A clear brief. A responsible owner.
FPandA Lead
04
Review exceptions
A clear brief. A responsible owner.
Controller
Specialists move the work. Your account manager keeps it connected.
Build my team↗
THE CAPABILITY BEHIND THE AMBITION
Big thinking.
Hands-on follow-through.
Explore the work we can put around your next move.
CONNECT THE RIGHT EXPERTISE
Finance leadership and execution, assembled to your need.
01
Accounting
Bookkeeping, bank and card reconciliations, AP / AR workflows, cash application, expense and billing, journals, accruals, prepaids, fixed assets, and close preparation.
WHAT THE WORK CAN INCLUDE
Reconciled ledgers, AP / AR schedules, journals, accruals, and close-ready records.
02
Controller
Close ownership, financial statements, balance-sheet review, accounting policies, revenue recognition, controls, material exceptions, and audit readiness.
WHAT THE WORK CAN INCLUDE
Close calendar, financial statements, reconciliation reviews, and exception register.
03
FPandA
Budgeting, rolling forecasts, headcount plans, cash forecasts, KPIs, variance analysis, scenarios, and unit economics.
WHAT THE WORK CAN INCLUDE
Budget, rolling forecast, cash model, variance commentary, and KPI pack.
04
Systems and data
ERP selection and setup, billing, AP, expense, payroll, banking, integrations, automation, migrations, data models, and dashboards.
WHAT THE WORK CAN INCLUDE
Systems architecture, configured workflows, integrations, and reporting models.
05
MandA finance
Diligence schedules, EBITDA normalization, working-capital analysis, opening balances, post-acquisition integration, and synergy tracking.
WHAT THE WORK CAN INCLUDE
Diligence schedules, EBITDA bridge, integration roadmap, and synergy tracker.
06
Specialist support
Technical accounting, transaction readiness, finance transformation, and industry-specific reporting across the operating stack.
WHAT THE WORK CAN INCLUDE
Technical memos, readiness plans, transformation roadmap, and tailored reporting.
WHEN SPG HELPS MOST
You know what needs to happen.
Let’s put the work in motion.
Clear numbers.
Confident decisions.
Confident decisions.
A CLEAR PRIORITY IS ENOUGH TO START ↗
01
The numbers need a rhythm.
Your close and reporting process needs more consistency.
02
Growth needs more than bookkeeping.
Growth has outpaced your finance capacity.
03
The next decision needs a view.
You need planning support alongside accounting execution.
YOUR PEOPLE AROUND THE PRIORITY
Clear roles.
Connected work.
From executive direction to specialist delivery. Explore the people and responsibilities behind each practice.
YOUR DIRECTION
Your company
You and your leadership team
OPTIONAL EXECUTIVE ADD-ON
Fractional executive
Strategy, decisions, and functional leadership. Scoped and priced separately.
YOUR DAY-TO-DAY CONNECTION
Account manager
Priorities, communication, and delivery coordination
Choose a practice to explore its team structure.
THE FINANCE PRACTICE
Connect executive decisions to clear numbers and dependable financial operations.
Planning → financial execution
EXECUTION PRACTICE
- Planning and analysisFPandAForecasting · Budgeting · KPIs · Scenarios · Unit economics
- Close and financial controlControllerReporting · Policies · Controls · Revenue recognition · Audit readiness
- Transactional executionAccountingBookkeeping · AP / AR · Reconciliations · Billing · Expenses · Journals · Accruals
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional CFO
Financial strategy · Capital · Board · Decisions
Added to your engagement when needed.
Scoped and priced separately.
SYSTEMS and DATA
ERP
Billing
AP
Payroll
Banking
Integrations
Data
Automation
Dashboards
Models
SPECIALIST OVERLAYS
MandA Finance
Technical Accounting
Transaction Readiness
Transformation
Vertical Finance Expertise
THE MARKETING PRACTICE
Build demand. Shape the story. Bring the launch to life.
Select a branch to expand or collapse
EXECUTION PRACTICE
- PRACTICE LEADERSHIPMarketing Practice Lead
- DELIVERY COORDINATIONAccount / Marketing Manager
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional CMO
Senior strategy, decisions, and functional leadership.
Added to your engagement when needed.
Scoped and priced separately.
- Growth Lead
- Product Marketing Specialists
- ABM Specialists
- GTM Specialists
- Content Lead
- Copywriter
- SEO Specialist
- AEO / AI Visibility Specialist
- Social Specialist
- Creative Lead
- Designer
- Video Specialist
- Web Designer
- Performance Marketing
- Paid Media Specialist
- CRO Specialist
- Marketing Ops
- CRM Specialist
- Email Specialist
- Automation Specialist
- PR / Comms
THE SALES PRACTICE
Create conversations. Progress opportunities. Close the right deals.
Select a branch to expand or collapse
EXECUTION PRACTICE
- PRACTICE LEADERSHIPSales Practice Lead
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional CSO / CRO
Senior strategy, decisions, and functional leadership.
Added to your engagement when needed.
Scoped and priced separately.
- Sales Manager
- AEs / Closers
- Account Managers
- SDR / BDR Manager
- SDRs / BDRs
- Revenue Operations
- CRM Admin
- Sales Ops Analyst
- Data / Reporting
- Automation
CONNECTED SPECIALISTS
Sales Enablement Specialist
Proposal / Deal Desk Specialist
Revenue Operations connects into Sales as a dedicated practice. Explore its own structure in the RevOps tab.
THE REVENUE OPERATIONS PRACTICE
The systems, data, and automation behind your sales engine.
Select a branch to expand or collapse
EXECUTION PRACTICE
- PRACTICE LEADERSHIPRevenue Operations Practice Lead
- DELIVERY COORDINATIONRevOps Manager
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional CRO
Senior strategy, decisions, and functional leadership.
Added to your engagement when needed.
Scoped and priced separately.
- CRM and Systems Lead
- CRM Administrator
- Systems Integration Specialist
- Sales Automation Lead
- Lead Routing and Follow-up
- Workflow Automation Specialist
- Revenue Intelligence Lead
- Sales Ops Analyst
- Pipeline and Forecast Reporting
- Data Quality Specialist
- Lifecycle Operations
- Marketing-to-Sales Handoffs
- Customer Lifecycle Automation
THE AI PRACTICE
Useful workflows. Capable people. Responsible adoption.
Select a branch to expand or collapse
EXECUTION PRACTICE
- PRACTICE LEADERSHIPAI Practice Lead
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional CAIO
Senior strategy, decisions, and functional leadership.
Added to your engagement when needed.
Scoped and priced separately.
- AI Solutions Architect
- AI Agents / Assistants
- RAG / Knowledge Systems
- LLM Integration
- Custom AI Applications
- Automation Engineer
- Workflow Automation
- Process Integrations
- AI/ML Engineer
- Model Integration and Evaluation
- Data / Analytics Engineer
- Data Pipelines and Analytics
- AI Governance and Risk
- Controls and Responsible Use
CONNECTED SPECIALISTS
AI Training and Enablement
AI Adoption / Change Management
THE TECHNOLOGY PRACTICE
From product discovery to apps, websites, and reliable releases.
Select a branch to expand or collapse
EXECUTION PRACTICE
- PRACTICE LEADERSHIPTechnology Practice Lead
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional CTO / CIO
Senior strategy, decisions, and functional leadership.
Added to your engagement when needed.
Scoped and priced separately.
- Product Manager
- Product Discovery
- Roadmap and Requirements
- Engineering Lead
- Frontend Engineer
- Backend Engineer
- UX/UI Lead
- UX/UI Designer
- Cloud / DevOps
- DevOps Engineer
CROSS-FUNCTIONAL DELIVERY
- QA Engineer
- Testing and Release Quality
- Systems / Integration
- CRM / ERP / API Specialist
- Security / IT
- Security and Infrastructure
THE OPERATIONS PRACTICE
Clear processes and dependable delivery across the business.
Select a branch to expand or collapse
EXECUTION PRACTICE
- PRACTICE LEADERSHIPOperations Practice Lead
- DELIVERY COORDINATIONOperations / Account Manager
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional COO
Senior strategy, decisions, and functional leadership.
Added to your engagement when needed.
Scoped and priced separately.
- Delivery Lead
- Project Manager
- Delivery Coordinator
- Process Lead
- Process Improvement Specialist
- Documentation Specialist
- Business Operations
- Resource Coordination
- Systems and Reporting
THE CUSTOMER SUCCESS PRACTICE
Turn customer commitments into onboarding, adoption and renewal readiness.
Select a branch to expand or collapse
EXECUTION PRACTICE
- PRACTICE LEADERSHIPCustomer Success Practice Lead
- DELIVERY COORDINATIONCustomer Success / Account Manager
OPTIONAL ADD-ON
EXECUTIVE LEADERSHIP
Fractional CRO
Senior strategy, decisions, and functional leadership.
Added to your engagement when needed.
Scoped and priced separately.
- Onboarding Lead
- Implementation Coordinator
- Customer Training Specialist
- Adoption and Health Lead
- Customer Success Specialist
- Customer Insights Analyst
- Retention Lead
- Renewal Preparation
- Value Reviews
- Lifecycle Operations
- CRM and Customer Data
- Sales-to-Success Handoffs
Executive leadership is an optional addition to execution engagements. Explore each practice to see how the roles connect.
One shared plan. Clear responsibilities. Regular progress reviews.
Build the team around your priority ↗A WORKING RHYTHM
Make progress visible.
Keep decisions moving.
01
Daily transactions, exceptions, and cash-critical items.
02
Weekly cash, collections, AP, and close readiness.
03
Monthly close, statements, KPIs, and forecast; quarterly stakeholder reporting.
SET UP FOR USEFUL WORK
What we establish
before we begin.
A clear brief protects your time and gives the team a practical starting point.
✓
Your objectives, reporting obligations, and current finance process
✓
Secure access to accounting, billing, banking, and operating data
✓
Existing advisers, decision-makers, and approval requirements
DEFINE SUCCESS TOGETHER
Useful measures.
Connected to your business.
We agree the baseline, reporting definitions, and review criteria during scoping. Measures depend on the work, not a generic promise.
01
Close reliability
02
Forecast usefulness
03
Cash visibility
04
Control quality
THE FINANCE OPERATING STACK
Four layers.
Only the parts you need.
Accounting, Controller, FPandA, and CFO leadership serve different purposes. Systems and data support every layer.
LAYER 01
Accounting
Record and reconcile
Complete, current, reliable books.
LAYER 02
Controller
Close and control
Integrity of accounting and reported results.
LAYER 03
FPandA
Plan and analyze
Forward-looking planning tied to operating drivers.
LAYER 04
CFO
Decide and lead
Executive leadership, separately scoped.
Systems and data
ERP · Billing · AP · Expense · Payroll · Banking · Integrations · Automation · Reporting infrastructure
Specialist overlays
Technical accounting · MandA finance · Transaction readiness · Transformation · Vertical expertise
FIVE WAYS IN
Tell us the need.
We’ll match the model.
01
CFO
You need someone to lead finance.
+
Executive direction across strategy, capital, liquidity, and decisions. Your existing team can continue to execute.
02
Execution team
You have leadership; you need capacity.
+
Accounting, Controller, FPandA, or systems support beneath your CFO or internal finance owner.
03
CFO + team
You need leadership and delivery.
+
An integrated finance engagement with clear executive accountability and specialist execution.
04
Specialized service
You need one specific capability.
+
A named lead owns the agreed workstream, from a reporting model to close discipline or technical support.
05
Outcome mandate
You need a defined end state.
+
A scoped program around close acceleration, integration, modernization, or transaction readiness.
SOFTWARE-LED. HUMAN-SUPERVISED.
Software does the work.
People own the result.
01
Automate first
Data ingestion, coding rules, routine AP and expense, bank feeds, recurring journals, basic reconciliations, and report refreshes.
02
Review exceptions
Reconciliation breaks, unusual transactions, low-confidence items, close checklists, billing variances, and data integrity.
03
Keep judgment human
Material accounting judgments, controls, close sign-off, forecast assumptions, capital decisions, and board communication.
FINANCE THAT UNDERSTANDS THE BUSINESS
The same discipline.
Different operating drivers.
SaaS
Connect recurring revenue to the drivers of growth.
ARR / MRR, deferred revenue and revenue recognition; retention and expansion; CAC, payback and gross margin; burn, runway, headcount, and cash scenarios.
PE-backed companies
Finance that supports the investment thesis.
Adjusted EBITDA and sponsor reporting; cash and working capital; debt and covenant visibility; pricing and margin initiatives; add-on integration; exit readiness.
Agencies and professional services
Know which clients, projects, and people create value.
Client and project margin; utilization and realization; contractor mix and capacity; backlog and pipeline; billing cadence, collections, DSO, and cash conversion.
Project-driven businesses
See the economics while the work is still active.
Original and revised budgets; committed costs and cost-to-complete; variation orders; milestone billing; expected project margin and cash exposure.
WORKING WITH YOUR ADVISERS
Coordinate the experts.
Keep the responsibilities clear.
Specialist
SPG supports
Your adviser owns
Tax
Financial data, schedules, planning inputs
Returns, opinions, and structuring
Audit
Books, schedules, controls, responses
Independent opinion and assurance
Legal
Financial analysis and implementation
Advice, contracts, and deal documents
Valuation
Operating data, forecasts, and inputs
Independent valuation opinion
Investment banking
Readiness, models, diligence support
Deal process and buyer outreach
A CLEAR WAY IN
Start with the support
your priority needs.
SENIOR PERSPECTIVE
Executive advisory
Guidance for strategy, priorities, and key functional decisions.
From $3,500
Discuss advisory ↗/ month
COORDINATED DELIVERY
Execution team
Specialists with account and delivery management around an agreed scope.
From $12,000
/ month
Executive leadership is an optional addition, scoped and priced separately.
Build your team ↗A DEFINED INITIATIVE
Focused project
Clear deliverables, responsibilities, and completion criteria.
From $6,500
Scope a project ↗/ project
USD. Your proposal confirms capacity, term, deliverables, and any third-party costs. Advisory is distinct from embedded functional leadership.
BEFORE WE BEGIN
Your questions.
A clearer decision.
Can you support our finance team without replacing it?
Yes. We agree the tasks, controls, review responsibilities and handoffs alongside your existing people. The scope can address a specific gap or connect several finance workstreams; CFO leadership is priced separately.
Who coordinates the specialists?
Account and delivery management coordinate the agreed work, priorities and handoffs. Specialist roles and capacity are defined by the scope. Fractional executive leadership is an optional addition, priced separately.
Can you work alongside our existing people?
Yes. The scope identifies retained responsibilities, required access and the handoffs between your internal team, existing partners and SPG.
How are scope and investment agreed?
Your proposal confirms responsibilities, deliverables, capacity, term and investment. Additional leadership, third-party costs and changes to scope are identified separately before you commit.
KEEP THE WORK CONNECTED
Explore what sits alongside it.
YOUR PRIORITY
A clearer plan.
The right people.
Work in motion. ↗
ONE PARTNER. MORE WAYS FORWARD.
LET’S TALK ABOUT YOUR NEXT MOVE
What needs
to moveforward?
Tell us the priority. We’ll help shape the leadership, team, or focused project around it.
- 01Start with your business context.
- 02Define the work and the right people.
- 03Agree the scope and investment.
A conversation first. A clear proposal before you commit.
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