Challenge
Where things stood
Investors wanted timely financials, but the in-house admin close slipped every month and reconciliations lived in email threads.
Case study · Controllership
They outgrew DIY books but were not ready for a full-time controller. Accru installed a close cadence the board could trust.
Challenge
Investors wanted timely financials, but the in-house admin close slipped every month and reconciliations lived in email threads.
Approach
Documented close checklist, ownership matrix, and Accru-led reconciliations for cash, AR, and deferred revenue.
We paired the close with a short variance narrative so leadership could act, not just archive PDFs.
Outcome
Leadership gets the same package every month, on time.
When they hire a full-time controller, the playbook transfers instead of starting from scratch.
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