Live visibility on the KPIs that matter, and a finance department with the right processes, controls and policies behind every number. Month-end, year-end and audit become routine.
Nearly 40 years of combined finance leadership · Built in the Microsoft tools you already own · You own everything
Live executive KPI dashboards, straight from the ERP
Balance sheet close, with automated reconciliations
Shared services finance organisation, led by our co-founder
Real results from client engagements and our founders' leadership roles.
combined experience in finance, accounting and shared services leadership
Energy & oilfield services · Retail & real estate · Software & SaaS · Food service & hospitality
Shared services centres and a 17-country finance organisation, across North America, Europe, the Middle East, Africa and Asia
Licensed CPA · MBA · Microsoft Power BI Certified · QuickBooks Certified · Scrum Master
You see last month's performance weeks after it happened, when it is too late to act on it.
Reconciliations live in spreadsheets, and differences nobody can explain turn up at the worst moment.
No clear processes, policies or ownership, so issues get lost and the same problems come back every month.
Weeks of pulling evidence and rebuilding schedules, while the real finance work waits.
Your problem is not a lack of people. It is not using the technology that is already out there.
Hiring another analyst just adds more hands to a manual process. The tools to automate reconciliations, the close and audit preparation already exist, and most companies already pay for them in Microsoft 365. We put them to work, so month-end, year-end and audit season become routine: everything ready, every question answered.
Finance and accounting consulting for growing and mid-size companies in Houston, Katy and worldwide. From day-to-day bookkeeping, payroll and tax to a fully automated close and CFO-level advice. Start where you need help most.
You get a finance function designed for how your business actually runs, not a generic template.
You get a close that runs itself, with live visibility of every open item.
You get every number reconciled, supported and traceable before the auditors arrive.
You get live retention KPIs, so you grow loyal clients instead of chasing the wrong ones.
You get clean books and accurate payroll every period, without the manual keying.
You get tax returns prepared from clean books, and planning that happens before year-end, not after.
Data Readiness & Cloud. Automation only works on clean data. Where needed, we clean your ERP data at the source and load it into your own cloud (Microsoft Fabric, Azure, Databricks or SQL). Learn more →
A traditional accounting firm is paid to prepare the same reports, reconciliations and postings again and again. We build it once, so it keeps running without us, in tools you already own.
The result: your team stops preparing reports and starts using them.
Book a Free ConsultationEvery report is connected to your ERP, refreshed automatically, and drills down to the transaction. Pick one to see what it looks like.
Revenue is 340k ahead of budget, driven by two new contracts in the Southern region.
Cost of sales is 240k over, mainly higher freight costs on three large accounts. Gross margin still finished 100k ahead.
Operating expenses are 60k over on the timing of software renewals, expected to reverse in October.
Owner: Credit & Collections. Comment required on every balance over 90 days.
Owner: Accounts Payable. Disputed and on-hold balances need a comment before sign-off.
Want every balance sheet account owned, commented and signed off on time? See how we put controllers back in control →
Around 80 hours a month of manual deferred revenue work across multiple entities, GL data only about 20% accurate, and retention analysis outsourced.
A global product line operating in 120+ countries, with a 3-day balance sheet close and a 2-week quarterly exposure report.
"We were drowning in deferred revenue complexity across multiple entities. Ben built a fully automated reconciliation in Power BI that gives us live visibility and cut our analysis time by 97%."
Controller, Global SaaS Company
IT doesn't understand Finance. Finance can't speak IT. We speak both. We are senior finance leaders who also build the technology, so nothing gets lost between a consultant and your IT team. Every engagement is led by a founder from the first call to the handover.
Co-Founder & Principal Advisor · Houston and Kuala Lumpur
18+ years of finance leadership, including Global Product Line Finance Director at SLB (Schlumberger): a multi-billion revenue product line, 5,000 FTEs and teams of up to 24 analysts. He has lived and worked in multiple countries across Africa, Asia, Europe and the Middle East. Also a hands-on builder in Power BI, Power Apps, Power Automate, SQL and Databricks.
Co-Founder & Principal Advisor · Houston, TX
20+ years of international finance leadership, including VP Finance for Majid Al Futtaim's 17-country shared services organisation and controllership roles at Weatherford and NESR. He has passed all four sections of the CPA exam and delivered over $200 million in documented cost savings through finance transformation, ERP implementation and working capital optimisation.
We help CFOs see their business clearly and run a finance function they can trust. We design the finance function your business needs (structure, policies, procedures, controls and, where it makes sense, regional hubs), give you live KPI visibility, and automate the reconciliations, month-end close and audit preparation underneath. Every engagement is led by a founder.
Usually not. Adding people to a manual process makes it bigger, not faster. Most of the work in a close is reconciling, chasing and rebuilding the same schedules, which technology you probably already pay for can do automatically. Your team then spends its time on the exceptions and the analysis.
Reconciliations are done continuously with supporting detail and sign-off, every change has an audit trail, and any number can be traced from the statements to the transaction behind it. When the auditors ask, the answer is already there.
Retention tells you whether your revenue will still be there next year. It shows which clients to grow and which cost more than they bring in. If you are buying or selling a company, it is one of the first things a buyer or investor looks at.
With a free consultation, then a 2-week Diagnostic at a fixed fee. We map how your close, reconciliations and reporting work today, rank what to automate by hours saved, and give you a clear roadmap. You decide what happens next, with no obligation to continue.
Usually not. We build inside Microsoft 365 (Excel, SharePoint, Teams), Power BI, Power Apps and Power Automate, which most companies already have or can add cheaply. We only suggest Microsoft Fabric, Azure, Databricks or SQL when your data has outgrown spreadsheets.
Dynamics GP, SAP, Oracle and most other ERPs, through a direct connection, an API or a structured export.
Most engagements deliver live results within 4 to 12 weeks. We start with the quick wins, so you see impact early rather than at the end of a long project.
You work directly with a founder, Ben Taher or Hazem El Banna, from start to finish. Not a project manager or a junior analyst.
We train your team, document everything and hand it over. You own everything we build, with no licence fees to us and no lock-in. Ongoing advisory support is available if you want it.
Send a short note or call. You will hear back from a founder personally, usually within 24 hours.