Process Improvement · Systems & ERP · Cashflow & Financing
Big Four expertise, priced for growing businesses.
We help companies modernize how they run—with cloud-based systems, ERP implementations, and AI-enabled workflows—while strengthening cashflow, financing, insurance, technical accounting, and assurance readiness—for growing businesses and the sponsors behind them.
What we do
Finance transformation for growing businesses—and the sponsors behind them.
Most growing companies do not need a boardroom presentation. They need the finance function to work better. We embed alongside your team to improve processes, implement the right systems, and free up cash without adding unnecessary overhead.
Fractional CFO & Controller
Senior finance leadership when and where you need it—interim, fractional, or turnaround—without a full-time hire.
Process improvement
Streamline how the work gets done—close, AP/AR, reporting, and controls—so your team spends less time firefighting and more time on the business.
Technical accounting
Complex transactions, new standards (revenue, leases), and audit support handled pragmatically under US GAAP.
Assurance support services
From SOX compliance to internal audit prep and external audit coordination, we help private and public companies meet requirements and create lasting value for your business.
Cashflow & working capital
Forecasting, working-capital management, and hands-on support to keep cash where it needs to be and surface problems before they become crises.
Debt & financing support
Preparation and support for debt raises, refinancing, and lender relationships—models, packages, and numbers that stand up to diligence.
Transaction readiness & integration
Prepare for and execute a deal with confidence—from diligence prep and data-room setup to post-close integration—so nothing slips through the cracks.
Carve-outs & financial statement prep
Standing up or separating a business unit? We handle the heavy lifting—standalone financials, pro forma adjustments, and carve-out support.
Systems & ERP implementation
Move off spreadsheets and legacy tools. We select, implement, and optimize cloud-based accounting and ERP platforms—so your data is real-time, reliable, and built to scale.
AI & finance modernization
Bring your finance function into the AI era. We automate manual close, reporting, and reconciliation work with modern, cloud-based tooling that pays for itself.
We document processes as we work and leave your team with better systems, cleaner workflows, and a clear path forward—so what we build stays yours.
Why Numera
Accounting leadership built for outcomes, not overhead.
Our consultants are seasoned professionals—many from Big Four and senior industry roles—who deliver the same caliber of work without the leverage model, the overhead, or the invoice.
- Senior experts, not junior-heavy teams
- Cloud-based, AI-enabled, and tool-driven
- Initial assessment in one to two weeks
Assurance Support
Advisory and assurance built for the business in front of you.
Talk to the assurance support teamDay-to-day finance support, backed by deeper assurance, transaction, technical accounting, and regulatory expertise when you need it.
Assessment & scoping
Current state & gap analysis
- Current state risk assessments
- End-to-end process walkthroughs
- Process & control gap analysis
- Capacity planning
- DCF and FV models (used in key estimates and additional needs)
- Operational audit design & execution
Projects
Technical & compliance engagements
- Internal audit projects & staffing
- Operational & FCPA audits and reviews
- New & technical standard assessments (e.g., rev rec & leases)
- Business combinations
- Control testing & deficiency analysis
- Goodwill & asset impairment reviews
- Compliance risk assessment
- Debt & equity offerings
Support services
Operationally and post-transaction
- Fractional, interim & turnaround CFO / Controller / other staffing needs
- Transaction readiness and post-close integration
- Carve-outs, standalone financial statements, and pro forma adjustments
- M&A data room preparation
- External audit coordination
How engagements run
From first call to a stronger finance function.
We keep the engagement lean, put senior people close to the work, and leave your team with systems and processes that last.
Scope the right engagement—no bloat
Embed senior people who do the work
Handoff better systems, cleaner processes, and a clear path forward
Flexible support, mobilized in days. Initial assessment in one to two weeks.
From the practice
“Our team of finance and accounting experts helps clients fix what’s slowing them down—whether it’s systems, process, or cash. Understanding each client’s exact needs and designing a bespoke, practical solution is at the core of what we do. We mobilize quickly, with senior people completing an initial assessment within one to two weeks.” Carrie Reoh — Partner, Numera Advisory
Ready when timing matters
High-trust advisory. Without the high-friction process.
Tell us what’s pressing—systems, cash, financing, insurance, technical accounting, or assurance support—and we’ll scope the right engagement and mobilize fast.
Talk to our advisory team