Till is the finance operating partner your clients can turn to.
We work alongside management to solve finance challenges, strengthen execution, and build a more capable finance function.
| Area | Illustrative status | Cadence |
|---|---|---|
| Accounting & Close | Defined close calendar | Monthly |
| Reconciliations | Supported and reviewed | Monthly |
| Reporting | Consistent reporting | Monthly |
| Technical Accounting | Positions documented | As needed |
| Cash | 13-week visibility | Weekly |
| Audit Preparation | Schedules & owners set | Year-round |
Stronger finance functions support stronger client relationships.
Finance should produce reliable numbers, support sound decisions, and give management the capacity to address issues before they become recurring problems.
For audit partners, that means having a trusted resource to introduce when a client needs help putting improvements into practice.
- Reactive reporting
- Incomplete support
- Recurring issues
- Consistent operating discipline
- Clear documentation
- Improvements management can sustain
Your clients face growing demands on their people, processes, and systems.
New capabilities create opportunities to improve finance workflows.
Lean teams need additional capacity and specialized expertise.
Management, lenders, investors, and auditors expect timely, supported information.
Experienced people, disciplined processes, and modern technology working together.
A trusted operating partner for the finance needs you see beyond the audit.
We build, strengthen, and operate your clients’ finance functions.
From a focused assessment to hands-on execution and ongoing support, Till helps management address the needs that sit outside your audit engagement.
Understand the situation. Identify the priorities. Establish a practical path forward.
Address a defined challenge with clear scope, accountable execution, and a specific outcome.
Provide sustained finance capacity and operating discipline as the business grows.
A focused review of the finance challenges holding your client back.
Till evaluates the current state, identifies gaps, and gives management clear recommendations for strengthening the finance function.
Possible Assessments
- Finance Function Assessment
- Close & Accounting Assessment
- Audit Preparation Assessment
- Finance Organization Assessment
- Data & Reporting Assessment
- Finance Technology Assessment
- ERP Readiness Assessment
- Cash & Working Capital Assessment
- FP&A Assessment
- AI Opportunity Assessment
- M&A Integration Assessment
- Exit Readiness Assessment
A client repeatedly struggles to complete reconciliations and audit schedules. Till assesses the underlying capacity, process, and system issues, then develops a prioritized improvement plan.
Focused execution for the finance challenges your clients need to resolve.
Strengthen the people, processes, and systems behind the numbers.
Improve reconciliations, supporting schedules, documentation, and coordination.
Help management evaluate complex matters and prepare supporting analyses.
Build practical budgets, forecasts, and management reporting.
Improve system selection, implementation, workflows, and data quality.
Apply AI to defined finance workflows with experienced human review.
Align accounting, teams, systems, and reporting after an acquisition.
Support diligence, quality of earnings, and financial preparation for a transaction.
Organize financial information and address gaps ahead of a sale.
Every engagement should leave management with a stronger finance function. When sustained support is needed, Till can continue through an ongoing partnership.
Additional capability. Consistent execution. Continuous improvement.
Till works alongside the client’s finance team to run and strengthen the finance function.
Engagement team and resources may include:
- CFO Partner
- Controller
- Financial Analyst
- Technology Stack
- Proprietary Playbooks
What stronger finance delivers.
Experienced operators. Accountable execution.
We combine finance expertise with an AI-enabled operating model to help management accomplish more and strengthen the work behind the numbers.
Expertise with the capacity to put improvements into practice.
Where client finance teams get stuck.
How we help management move forward.
Understand the need. Resolve the issue. Strengthen the process.
- Understand — Learn the business, the finance team, and the immediate challenge.
- Analyze — Examine the information, workflows, and underlying causes.
- Prescribe — Agree with management on priorities, scope, and intended outcomes.
- Execute — Complete the work alongside the client’s team.
- Improve — Document the process and build capabilities that management can sustain.
Clear roles. Practical coordination. Respect for the client relationship.
Till supports management in preparing information, implementing improvements, and addressing finance needs.
Management retains responsibility for its decisions, financial reporting, and controls. Your firm retains responsibility for its audit judgments and conclusions.
We coordinate on timelines, information requests, and open matters so responsibilities remain clear.
AI expands what our people can review and accomplish. Experienced finance professionals remain accountable for the work they deliver.
When you see a finance need beyond the audit, call Till.
You have a clear view of where clients struggle. Till helps management turn those challenges into practical improvements.
The moments that signal a client may need additional support.
Financial information arrives slowly, and the team struggles to meet deadlines.
Management needs help preparing and maintaining support.
Prior findings have not translated into sustained operating improvements.
The team needs help assessing responsibilities, stabilizing processes, and planning the transition.
Management needs help with complex analyses and documentation.
Purchase accounting, consolidation, and integration need additional attention.
Management, lenders, and investors need clearer financial information.
Disconnected tools and spreadsheets are straining the team.
Leaders need a clearer view of liquidity and future performance.
The finance function needs to prepare for greater demands.
Support whenever the finance function needs to become stronger.
A resource for your client relationshipsYou identify a need. Management chooses the right support. Till helps execute the work.
When your client needs help strengthening the finance function, you have someone to call.
Understand the Gaps. Establish the Priorities.
A focused assessment gives management a clear view of what is working, what needs attention, and where to act first.
Three lenses on one finance function.
Every assessment examines the people, processes, and technology behind the numbers.
- Team structure
- Roles and responsibilities
- Technical capabilities
- Leadership capacity
- Key person dependencies
- Close and reconciliations
- Reporting and supporting schedules
- Controls and workflows
- Forecasting and planning
- Audit preparation and coordination
- Accounting systems
- Data quality and accessibility
- Spreadsheet dependencies
- Automation opportunities
- Appropriate AI applications
- Team structure
- Roles and responsibilities
- Technical capabilities
- Leadership capacity
- Key person dependencies
- Close and reconciliations
- Reporting and supporting schedules
- Controls and workflows
- Forecasting and planning
- Audit preparation and coordination
- Accounting systems
- Data quality and accessibility
- Spreadsheet dependencies
- Automation opportunities
- Appropriate AI applications
A practical understanding of where management stands.
How the finance function operates today.
Where capacity, documentation, or processes need attention.
Where finance can become more reliable and effective.
What management should address first.
Recommended actions, ownership, and sequencing.
An assessment helps your client understand the operating causes behind recurring finance challenges and establish a plan to address them.
Clarity for management. Priorities for action. A stronger foundation for finance.
Resolve the Immediate Need. Build Lasting Capability.
Till works alongside management to complete defined finance projects and strengthen the processes behind them.
Strengthen the operating model across people, processes, and systems.
Improve reconciliations, schedules, documentation, and readiness.
Prepare analyses and documentation for management’s consideration.
Build plans and forecasts that support decisions.
Support transaction diligence and earnings analysis.
Align accounting, systems, teams, and reporting.
Improve the finance stack and its implementation.
Apply practical AI capabilities within finance workflows.
Create consistent financial reporting and useful metrics.
Improve liquidity visibility and cash discipline.
The right engagement for the challenge in front of management.
- Close and reconciliation support
- Supporting schedule preparation
- Technical accounting documentation
- Audit preparation coordination
- Process and control improvements
- Accounting cleanup
- Close acceleration
- Finance team responsibilities and workflows
- Finance transformation
- Controller transition support
- FP&A and forecasting
- ERP and technology improvements
- AI enablement
- Purchase accounting support
- M&A integration
- Systems consolidation
- Consolidated reporting
- Cash and working capital planning
- Buy-side or sell-side quality of earnings
- Transaction support
- Exit readiness
- Data room preparation
A defined need. A clear scope. Work completed alongside management.
We agree on responsibilities and deliverables with management, then coordinate with your firm where appropriate and authorized.
Immediate needs addressed. Management capability strengthened.
A Stronger Finance Function. Throughout the Year.
Till provides ongoing finance capability and execution so management can maintain reliable information, consistent processes, and better preparation.
- Strategic guidance
- Decision support
- Clear priorities and accountability
- Disciplined close
- Reconciliations and documentation
- Financial reporting accuracy
- Control implementation and maintenance
- Forecasting
- Planning
- Performance analysis
- Connected information
- Reliable finance systems
- Consistent reporting workflows
- Reduced repetitive work
- Technology-supported analysis
- Continuous process improvement
We strengthen the team and help it accomplish more. Till works alongside existing leaders and staff, with responsibilities tailored to the client’s needs.
A client with stronger finance operations can prepare information more consistently, address open matters more effectively, and sustain improvements between audits.
Stronger finance throughout the year. Better preparation when it matters.
Building management oversight across a complex fund structure.
A private investment firm with more than 30 entities and 250 limited partners needed an internal finance capability to oversee its fund administrator, strengthen accounting processes, and coordinate financial information. Till became that operating partner.
The administrator maintains the fund books. Till helps management review the information, resolve exceptions, and coordinate the finance operation.
A private investment firm led by a small group of founding partners, with funds, SPVs, parallel funds, GP entities, and a management company.
Its service providers included a fund administrator, tax CPA, contract Controller, and a Big Four auditor for the flagship fund.
Several providers, but no coordinated management oversight.
Several providers performed individual tasks, but management lacked consistent oversight across them.
LP questions, wires, tax issues, and administrative tasks repeatedly landed with the managing partner.
Approximately $3.2 million of management fee receipts recorded without an earned versus unearned review, a large negative GP balance, and missing payables.
Approximately $320,000 of management fees had been taken in advance, while the partnership agreement called for quarterly accrual.
Paper onboarding, manual bank reconciliations, weak wire verification, and limited documented controls created operating strain.
The firm lacked a coordinated close and reporting calendar across entities.
Foundation
Establish an operating rhythm, cash visibility, and basic controls.
- Established an operating calendar, responsibility matrix, and administrator checklist.
- Built a rolling 13-week cash forecast and weekly cash updates.
- Created a management company chart of accounts and annual budget.
- Introduced a spend management platform with partner approvals.
- Replaced paper document release with a digital workflow.
Management oversight
A quarterly review of financial information across every fund, reconciled to the administrator’s ledger.
- Reviewed quarterly financial information and reconciled it to the administrator’s ledger.
- Checked investment schedules, cash balances, and period variances.
- Reviewed LP capital accounts and partnership agreement terms.
- Built intercompany reconciliation schedules.
- Checked investor communications against source information.
- Prepared management fee analyses and correcting entries.
- Supported coordination during the first-year audit and tax season.
- Developed distribution planning and partner forecasts.
- Held weekly working sessions with the administrator.
Scale
A new fund, an investor relations desk, and one review process across every entity.
- Supported onboarding of a new $165 million fund.
- Reconciled more than $170 million of contribution wires at first close.
- Established an investor relations desk for routine LP questions.
- Coordinated quarterly reviews across entities.
- Produced consolidated exception lists and administrator comments.
- Used AI-supported workflows with human review before release.
From fragmented providers to coordinated management oversight.
Helped move the fund from first close to live administration without additional client headcount.
The managing partner referred another company within three months.
The client approved additional scope based on the team’s work.
“Till is taking the day-to-day administrative load off my plate.”
Managing Partner
“I think this is an elegant solution. Good work.”
Managing Partner
“We appreciate the partnership. We’re excited about what’s next.”
Partner
This example illustrates a need you may see in your own client base: multiple service providers are involved, yet management still lacks the capacity to coordinate finance, review information, and resolve issues. Till helps build that management capability.
A stronger management finance operation across every entity, every quarter.