One partner for everything financial.
From foundational bookkeeping to CFO-level strategy, we handle the whole financial picture, and scale the support up or down as your business grows.
We run the financial side with you, not just for you
A CRUX partnership is a working relationship, not a task list. Here's what that looks like in practice.
We learn your business
How it actually works, its mission, and its operating model, before we touch a number.
We build reliable systems
Clean books and the financial infrastructure your business can confidently run on.
We manage the function
The day-to-day and month-to-month, handled, so the financial side is off your plate.
We communicate clearly
Plain-language reporting and updates for ownership, never jargon for its own sake.
We help you decide
A partner in the room for pricing, hiring, cash, and the choices that shape the business.
We adjust as you grow
Support that scales up or down as the business changes, without renegotiating everything.
Everything we can manage, in one relationship
Depending on where your business is, a partnership can span any of the following, and grow with you over time.
The clean, current foundation your decisions depend on
Reliable books are the foundation of better decisions. CRUX helps keep your financial records clean, current, and organized so you can stop guessing and start managing from accurate numbers.
Who it's for
Owners who don't fully trust their books, are behind on reconciliations or month-end close, or have outgrown basic bookkeeping and need records they can rely on.
Problems it solves
Messy or behind books, unreliable numbers, missed reconciliations, and no consistent close process. We replace them with accurate, organized financials month after month.
Start a ConversationExample deliverables
- Monthly bookkeeping
- Bank & card reconciliations
- Accounts payable support
- Accounts receivable support
- Month-end close
- Clean, accurate records
- Chart of accounts cleanup
- Transaction categorization
Turn accounting data into real business insight
Your financials should tell you where the business is going, not just where it has been. CRUX helps build clear reports, forecasts, and dashboards so you can see the numbers that matter and plan with confidence.
Who it's for
Owners making decisions without reliable financial visibility, who need cash flow tracking, owner-ready reporting, and a clearer picture of where the business is headed.
Problems it solves
Flying blind on cash flow, no useful reports, and no forward view. We replace that with dashboards, budgets, and forecasts that support confident planning.
Start a ConversationExample deliverables
- Budgets & forecasts
- Financial projections
- KPI dashboards
- Cash flow visibility
- Growth planning
- Owner-ready reporting
- Monthly financial reviews
- Scenario planning
From CFO-level strategy to transaction-ready financials
CRUX gives growing businesses access to CFO-level thinking without the full-time cost. From profitability and pricing to forecasting, revenue recognition, and transaction-ready financials, we help owners make stronger decisions with better financial context, and get ready for whatever comes next.
Who it's for
Owners who need strategic finance guidance around pricing, margins, profitability, and growth planning, as well as those preparing for financing, an acquisition, or a potential sale and the clean, diligence-ready numbers those moments require.
Problems it solves
Big decisions made on gut feel, unclear profitability, manual processes, and financials that aren't ready to stand up to scrutiny. We replace that with data-backed strategy, smarter systems, and transaction-ready books.
A note on scope: CRUX provides the accounting and financial support behind these moments, including clean, transaction-ready books, revenue recognition, and due diligence preparation. We complement your investment banking, legal, and tax advisors; we don't replace them.
Example deliverables
- Profitability analysis
- Pricing & margin review
- Forecasting & financial models
- Revenue recognition support
- Deferred revenue support
- Process improvement & automation
- Acquisition-related accounting
- Due diligence preparation
- Post-close reporting support
- Transaction-ready financials
- CFO-level guidance
- Financial strategy for growth
Two simple ways to partner, shaped around the size, complexity, and goals of your business.
Learn more before you decide
Plain-English answers to the questions owners ask when weighing outside financial help.
Not sure which level of support fits?
Start a conversation and we'll help you figure out where to begin, based on where your business is today and where it's headed.