A Finance Function Built Around Your Business
No two companies operate the same way. Your finance function shouldn’t either.
Your financial needs depend on your stage of growth, business model, internal team, systems, workflows, and long term goals.
That is why Trusteer does not offer one size fits all service packages. We take the time to understand how your business operates, where your finance function stands today, and what you are working toward.
How We Build the Right Support
We start with your business, identify what matters most, and build the finance support around it.
Understand Your Business
We start by understanding how your company operates today: your team, workflows, systems, financial needs, and where you want the business to go. The goal is to see the full picture before recommending a solution.
Identify the Priorities
We identify where additional structure, capacity, or expertise can make the greatest difference and determine which areas of the finance function should be addressed first.
Build the Right Team
We design a tailored support model around those priorities, bringing together the right roles, experience, capabilities, and level of involvement for your organization.
Adapt as
You Grow
As your business evolves, your finance needs will change with it. We adjust the team, capabilities, and level of support as new priorities, challenges, and opportunities emerge.
Support That Evolves With Your Business
As your company grows, your financial needs change. We bring the structure, expertise, and support required at each stage.
Early Stage
Build a reliable financial foundation with accurate books, clear processes, compliant reporting, and greater visibility into your financial position.
Growth Stage
Strengthen your finance function as transaction volume, headcount, reporting requirements, and operational complexity increase.
Scale Stage
Prepare your organization for expansion, institutional reporting, audits, fundraising,
transactions, and more sophisticated financial leadership.
The Capabilities Behind Your Finance Function
From day-to-day financial operations to strategic leadership, we bring together the capabilities your company needs to operate, grow, and make better decisions.
Accounting & Financial Operations
We help establish and maintain accurate financial records, efficient workflows, and reliable reporting so leadership can make decisions using information they trust. • Accounting and finance cleanup • Monthly or quarterly close • Accounts payable and vendor management • Controller review • Balance sheet schedule maintenance • Revenue recognition and deferred revenue • Inventory, equity, and stock option accounting • Financial statement preparation
Tax & Compliance
We help companies manage recurring tax responsibilities, prepare for changing requirements, and identify opportunities that support more efficient financial operations. • Business and founder tax returns • State nexus studies and tax planning • Transfer pricing and IP migration • Tax credits and R&D studies • Audit readiness • Tax compliance support
Planning and Strategic Finance
We give founders and leadership teams greater visibility into performance, future cash needs, strategic priorities, and the financial impact of important decisions. • Budgeting and forecasting • Cash flow and liquidity planning • KPI dashboards and management reporting • Financial modeling • Business expansion planning • Scenario and decision analysis
Capital and Transaction Support
We help companies prepare the financial information, reporting, and coordination required for fundraising, due diligence, acquisitions, and other significant transactions. • Equity and debt raise support • Investor and board preparation • Fundraising readiness • Financial due diligence support • Exit and transaction readiness • Stakeholder coordination
Finance
Leadership
We help companies prepare the financial information, reporting, and coordination required for fundraising, due diligence, acquisitions, and other significant transactions. • Equity and debt raise support • Investor and board preparation • Fundraising readiness • Financial due diligence support • Exit and transaction readiness • Stakeholder coordination
Flexible Support Built Around Your Team
Whether you need an entire finance function or additional expertise within the team you already have, we adapt our model to the structure that works for you.
Full Stack Support
Your complete finance team, built and managed by Trusteer. From bookkeeping and day to day accounting to controllership and CFO or VP of Finance leadership, we bring every level together as one connected function. You get the capabilities of a complete in house finance team without having to recruit, hire, and manage every role yourself.
Staff Augmentation
The right professional for the seat you need filled. Already have a team? We add the specific role, expertise, or capacity you are missing. Our professionals work within your systems, processes, and reporting cadence, becoming a seamless extension of your existing team.