PC Financials
Book intro →
PC Financials
Book intro →
Six lines of work, run as one operation. The first two are why we're different; the rest is the finance function they make possible. Start with the AI and systems, or hand us the whole thing. Every engagement begins with a one-page written scope, signed before anything moves.
§1 (AI & Automation) is where most clients who come to us for the difference start. If the pain is manual work that shouldn't be manual — re-keying between your CRM and your books, a close that eats a week, reports rebuilt by hand every month — this is the line. We implement AI tuned to your actual workflows and automate what connects them. It's sellable on its own, and it's the engine when we run the full operation.
§2 (Systems & Custom Solutions) is the right starter when the tools are fine individually but the seams are broken — a CRM that won't talk to QBO, a processor file you hand-massage before it imports, two systems that disagree. We fix and integrate what you already run and write custom solutions where off-the-shelf can't hold. Often paired with §1.
§3 (Bookkeeping & Accounting) is the foundation the AI runs on. Many engagements include it because clean books are what make the automation trustworthy — implementing AI on top of bad books just produces faster wrong answers. If your books are already clean and the pain is purely tech or visibility, you may not need this line at all.
§4 (Reporting & Intelligence) is for when the books are fine but nobody can see them. The classic signal: a founder exporting QBO to a spreadsheet every month to rebuild the same board deck by hand. Stands alone if the close is clean; pair it with §3 if it isn't.
§5 (Financial Ops & Process) is the line clients underestimate most. The close calendar, the approval routing, the documented handoffs — the scaffolding around the GL. The signal is "the close keeps slipping and I can't tell why." Pairs with §3 on almost every engagement where more than one person touches money.
§6 (Tax) runs annually, not monthly. Filings, planning, and sales tax across jurisdictions — by the same firm that keeps the books, so the return isn't a translation exercise between two parties who've never spoken. Most clients add it once they trust the monthly work.
If you'd rather skip the framework and just talk it through, the intro is thirty minutes. Pick a slot →
AI tuned to your CRM, your processes, and your books — with the financial workflows automated around it. The work that makes one firm able to run an entire finance operation.
Fixes, integrations, and custom solutions so the tools you already run work together — written and owned by us, not configured and abandoned.
The general ledger, run by the firm that implemented the AI watching it. Reconciled feeds, accrual books, a close signed off by day 7 of the following month.
A monthly board packet your operators actually read — and a 13-week cash forecast you can defend without notes. PDF + live dashboard, same numbers.
The plumbing around the GL — close calendars, expense policy, approval routing, vendor onboarding — written down once, then maintained by the firm.
Federal and state filings, year-round planning, sales-tax filings across jurisdictions. Same CPA who runs the books — so the return isn't a translation exercise.
Most engagements run the same shape. The dates slip; the steps don't.
Thirty minutes, no deck. If we're a fit, you get a written scope within the week. If not, we'll point you somewhere that is.