PC Financials
Book a 30-minute intro →
PC Financials
Book a 30-minute intro →
Six lines of work, run as one operation. We build the AI and implement it against your systems, we fix what those systems can't do on their own, and we run what comes out: the data, the reporting, the books, the tax. You stay on the business. Start with the AI and the systems, or hand us the whole thing. Either way it begins with a written scope, signed before anything moves.
Each entry opens with the thing that hurts. Find yours and start there. Most engagements begin at §1 or §2, because that is where the difference is, and both are sellable on their own against a finance team you already have. §3 to §6 is the finance function that becomes possible once the first two are done, and the reason the automation can be trusted: point AI at books nobody has fixed and you get faster wrong answers.
If you'd rather skip the framework and talk it through, the intro is thirty minutes. Pick a slot →
The same numbers get keyed into three systems. The close eats a week. Somebody rebuilds the same report by hand every month, and the automation you already bought never quite worked.
The rote work runs on a schedule instead of on a person, tuned to your chart of accounts and your actual processes, with a CPA reviewing the edge cases before anything reaches the ledger.
How § 1 runs, in full →The CRM won't talk to QuickBooks. Somebody hand-massages the processor export before it will import. Two systems disagree about the same month and nobody can say which one is right.
The seams close. The tools you already run hand data to each other in code we wrote and maintain, not a no-code flow that breaks silently the day an upstream column gets renamed.
How § 2 runs, in full →The books are late. Or they're on time and you still don't trust them, so every question about last month starts with somebody reconstructing last month.
A general ledger that is current, accrual, and closed by business-day 7, kept by the same firm that built the automation watching it. Done by a CPA, not handed to a junior.
How § 3 runs, in full →The books are fine and nobody can see them. Every board meeting starts with an export to a spreadsheet and a deck somebody rebuilds by hand, and the cash question gets answered from memory.
One set of numbers, in a packet and on a dashboard, where every line traces back to an account and a period in the GL and the traced number matches.
How § 4 runs, in full →The close keeps slipping and you can't tell why. Approvals sit with whoever is travelling, expenses trickle in for ten days, and the 1099 chase stalls every January.
The scaffolding around the GL, written down once with an owner and a date on every step, then maintained by the firm instead of by memory.
How § 5 runs, in full →The return is a translation exercise. Your books go in February to somebody who has never seen the business, and the decisions that would have moved the number were made ten months earlier.
Tax runs all year, by the same CPA who keeps the books, so filing becomes a recording exercise rather than a scramble.
How § 6 runs, in full →Most engagements run the same shape. The dates slip; the steps don't.
Thirty minutes. If we're a fit you get a written scope within the week. If not, we'll point you somewhere that is.