Finance that moves at business speed.
When you see it
Your dashboard updates on your agreed cadence — real-time feed, weekly summary, or monthly close package. You choose what fits your business rhythm.
- Real-time: live data feed, always current
- Weekly: Friday summary every week
- Monthly: full close package by Day 5
What you see
Not just numbers — context. Every report includes variance commentary, trend analysis, and controller sign-off so you know what changed and why.
- P&L, balance sheet, cash flow
- KPI scorecard with variance flags
- AR aging, AP schedule, burn rate
How it reaches you
Delivered in the format that works for you — dashboard access, PDF report, Slack notification, or email summary. All controller-reviewed before it leaves our desk.
- Live dashboard (QBO, Xero, NetSuite)
- PDF / Excel report package
- Slack or email delivery
Choose the cadence that fits your business.
All three options include controller oversight, GAAP-compliant books, and full financial statement delivery. The difference is timing and frequency.
Everything. Fully integrated.
Gold Standard bundles every TMA service into one operating system — no gaps, no handoffs, no coordination overhead.
Bookkeeping & Controllership
Clean books with controller oversight built in — accrual-based, GAAP-compliant, reviewed every close.
Invoicing & AR
Professional invoicing, collections management, and revenue reconciliation — cash collected on time.
Accounts Payable
Vendor payments processed accurately and on time — with full visibility into cash obligations.
Reporting & KPI Control
Management reporting with variance analysis, KPI scorecard, and board-ready financials.
Strategic Finance Advisory
Controller-led strategic guidance — budgeting, forecasting, cash planning, and scenario analysis.
AI-Powered Close
Claude and OpenClaw automate the repetitive close tasks — every output reviewed by a controller before it reaches you.
Cash Flow Forecasting
Rolling 13-week cash forecast updated every reporting period — so you always know what's coming and when.
Real-Time Dashboard Access
Live view of your P&L, cash, AR, and KPIs — updated on your cadence, accessible anytime from any device.
Eight deliverables. One finance function.
Integrated Financial Close
Every month closed on time — books reconciled, controller-reviewed, and delivered in your agreed format.
Real-Time Dashboard Access
Live view of your P&L, cash, AR, and KPIs — updated on your cadence, accessible anytime.
AR & AP Management
Full-cycle invoicing, collections, and vendor payments — coordinated so cash in and cash out are always visible together.
Variance Commentary
Every report includes written explanation of what changed, why it changed, and what it means for your business.
KPI Scorecard
Your key metrics tracked consistently every period — revenue, margin, burn, DSO, and whatever else drives your business.
Board & Investor Package
Investor-ready financial summary formatted for board meetings, fundraising, or lender reviews — delivered on your schedule.
Strategic Finance Advisory
Controller-led guidance on budgeting, forecasting, scenario planning, and capital decisions — built into the engagement.
Cash Flow Forecasting
Rolling 13-week cash forecast updated every reporting period — so you always know what's coming and when.
Common questions
What does "real-time" actually mean for my business?
It means your financial data is updated continuously as transactions occur — not just at month-end. You can see your cash position, revenue, and AR aging at any moment, not just when we send a report. The cadence is agreed upfront based on your needs.
What platforms do you connect to?
We work natively with QuickBooks Online, Xero, NetSuite, and Sage. We can also connect to most ERP systems and e-commerce platforms for automated data feeds.
How is this different from just having a bookkeeper?
A bookkeeper records transactions. Gold Standard gives you a full finance department — bookkeeping, controllership, AR, AP, reporting, strategic advisory, and AI-powered close — all integrated and controller-led. You get the output of a $300K finance team at a fraction of the cost.
Can I choose my reporting cadence?
Yes — we offer weekly, monthly, and real-time options. Most clients start with monthly and upgrade to weekly or real-time as they scale. The cadence can be changed at any time with 30 days notice.
Is there a setup fee?
There is a one-time onboarding fee that covers system setup, chart of accounts review, and the first close. This is included in your proposal after the discovery call.
The complete finance function.
Book a discovery call and we'll show you exactly what Gold Standard would look like for your business.