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RecBooks365
Fractional & Interim Controller Services
Operational Financial Leadership Services for Growth-Stage and Mid-Sized Companies ($10M - $350M Rev P/A)
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When You Need Financial Leadership
That Scales With You
When you're stabilizing operations, RecBooks365 provides flexible controller-to-CFO support for companies ready to regain control and grow. We custom-fit financial leadership for growing companies that need real control, not just reports.​
Financial Transformation Leadership
We think outside the box. Instead of the traditional finance response of “no,” we ask, "Have you considered approaching it this way?"
M&A Integration Support
- Operational Alignment
- Reporting (Including ASC805)
- Consolidation
- Asset Acquisition
- Stock-Acquisition
- Carve-Outs
Financial Operations Framework
- Month End Close
​- Working Capital
- Key Metrics Development
- Multi-Industry
- Data Reliability
- Build & Document
Tech Integration Services
- ERP Selection & Implementation
- Financial Reporting
- Management Reporting
- Artificial Intelligence
- Data Integration
Executive Partnership
- Strategy Development
- Growth Planning
- Talent Development​
- Fortune 100 Best Practices
- Board-Level Reporting
- Risk Management
Fractional & Interim Finance Support
- CFO to Controller Focus​
- Scale-Up, Scale-Down
- Hybrid
- Global Capabilities
- Operations-Focused
- Transition Planning​
Control & Operations
Leadership & Growth
Common Pain Points
We've Identified With Our Clients
Lack Of Financial Clarity
As a business owner, it may feel like you're operating in the dark, often confused on how your cash is flowing
Pressure from Stakeholders
Shareholders and board members are requiring performance updates, but you don't have clear numbers
Disconnect Between Revenue and Cash
Revenues look good and you see profit on the P&L report, but cash flow issues keep surprising you
Unhelpful Accounting Reports
Despite numerous requests, your accounting team is unable to provide actionable details beyond basic expenses and customer invoicing
Rising
Costs
With inventory and labor costs rising, you need to know whether your margins can absorb these increases without compromising your bottom line
Pricing
Confusion
You have many ongoing projects and find it difficult to allocate costs and so it's difficult to know if you are correctly pricing a job or a project
Let’s Build Your Solution
We'll Match Your Workflow​
Our focus is professional service firms, manufacturing companies, and other companies that have complex accounting needs and operations.
We've worked with most popular accounting/ERP softwares and are fluent across several software and tech applications including NetSuite, JD Edwards, SAP, AS400, and more. Our skillset allows us to adapt with your existing operations to cater towards your comfort and ease-of-mind.
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We incorporate our knowledge into your daily processes, allowing us to custom-fit our work towards most industries and growing companies without you having to switch any existing frameworks.​
Why Companies Choose RecBooks365
Our team collaborates with your internal talent to support your innovation goals while keeping long-term value creation at the forefront of our efforts. This philosophy drives how we deliver industry-specific financial leadership for professional service and manufacturing companies in the complex middle market.
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We provide the rare combination of operational understanding and financial expertise—connecting the numbers to business realities while building scalable financial infrastructure that supports your growth trajectory.
RecBooks365
Bookkeeping Firm
Fractional CFO Firm
Full-Time
Controller/CFO
*Ranking based on 1-3 stars
DEPTH OF KNOWLEDGE
COLLABORATION/
TEAM ORIENTED
TALENT DEVELOPMENT
OPERATIONAL PROFICIENCY
FUTURE-FOCUSED
DATA FLUENT
TECH-SYSTEMS FLUENCY
GAAP/ACCRUAL ACCOUNTING
DYNAMIC REPORTING
(BOARD/INVESTOR/MANAGEMENT)
M&A INTEGRATION
COMPLEX COST ACCOUNTING
INTERNATIONAL/
MULTI-ENTITY
- Edward C., Managing Partner & Lead Practitioner
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"I've seen it first-hand, where leaders and owners of companies are lost when the momentum of their growth journey starts to pick up, and they can't rely on previous partners and non-existent processes. It comes to a point, as they hobble along this road, detrimental roadblocks start to appear and stepping over them gets gradually harder until they finally have to do something about it."​
