Full service scope

The work.
All of it.

Three core disciplines form the foundation of every engagement. Everything else builds on top.

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Foundation services

Three disciplines.
Every engagement starts here.

01

Financial Systems

QuickBooks NetSuite Integrations Assessment

Assessment, selection, implementation, and optimization of the platforms that power your financial operations. We don't recommend and disappear — we configure, test, and hand it off running.

System Assessment

Audit of current platforms, identify gaps, and map what a properly integrated stack should look like.

Implementation

End-to-end implementation of QuickBooks, NetSuite, or adjacent tools — configured to support your reporting and close process.

Integration Infrastructure

Connect systems that don't currently talk to each other. Eliminate manual data movement that creates lag and error.

Optimization

If you have the platform but it's not delivering, we reconfigure it. Chart of accounts, reporting structure, automation rules.

02

Financial Reporting

Monthly Close P&L Cash Flow Board Packages

Accurate, timely, decision-ready reporting packages delivered on a defined cadence. Structured for internal decision-making and external stakeholder conversations.

Monthly Reporting Package

P&L, balance sheet, cash flow with narrative that tells you what the numbers mean.

Close Optimization

If your close takes 15 days, it should take 6. We redesign the process and build the calendar that makes it repeatable.

Board & Investor Packages

Structured for the bank, board, or investor conversation — delivered on time.

Narrative Layer

Every report includes written narrative that contextualizes variances, flags risks, and surfaces decisions that need to be made.

03

Management Reporting

KPI Dashboards Variance Analysis Operational Metrics

The layer that turns financial data into operating intelligence. KPI dashboards, variance analysis, and narrative connected to decisions.

KPI Dashboard Design

Metric selection aligned to how the business actually makes decisions.

Variance Analysis

Clear explanations of what moved, why it moved, and what to do about it. Written for operators, not accountants.

Operating Cadence Design

Weekly, monthly, and quarterly reporting cadence built around leadership rhythms.

Vertical-Specific Metrics

ARR bridge for SaaS. Utilization rate for services. Contribution margin by channel for e-commerce.

Extended scope

Builds on the foundation.
Available when the engagement calls for it.

04

Financial Forecasting

12-month and multi-year models with three scenarios: base, upside, downside. Built in tools the client can update themselves.

12-Month ModelScenario PlanningMulti-Year
05

Cash Flow Management

13-week rolling cash flow forecast. Working capital analysis. Liquidity planning around hiring, capex, and seasonal patterns.

13-Week ForecastWorking CapitalLiquidity Planning
06

Process Automation

Audit of current financial close and reporting workflows. Elimination of manual steps that introduce error or delay.

Close AutomationWorkflow DesignAI-Enhanced
07

AI Initiative Scoping

Assessment of where AI creates real leverage in financial and operational workflows. Applied where it produces a measurable result.

AI AssessmentROI ModelingImplementation
08

SOX Compliance Support

Readiness assessments, control documentation, and compliance support for public companies or those preparing for a public offering.

Public CompaniesSOX ReadinessControl Documentation
09

Revenue Strategy

When an engagement calls for it, the GraffitiMC network extends into revenue operations. Available where it adds clear, defined value.

Revenue OpsEngagement-Dependent
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Tell us where the drag is.
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