Transforming Finance and
Accounting Operations
Optimizing Financial Performance
Driving Long-Term Success
From building financial infrastructure from the ground up to improving profit margins, strengthening cash flow, preparing for a transaction, and navigating transitions, we provide the financial leadership and structure to drive sustainable success at every stage.
is a Finance and Accounting Advisory Firm dedicated to transforming your financial operations into strategic drivers of growth.
At CUNEFORM, we specialize in empowering emerging and middle-market businesses across the professional services industry — including law firms, healthcare providers, real estate firms, and other service-based organizations.
We bring deep expertise in the service industry, solving complex financial and operational challenges with tailored solutions that enhance efficiency, profitability, and sustainable growth.
Our Fractional CFO and Controller Advisory brings seasoned financial leadership to drive performance, and grow long-term value – without the overhead of a full-time executive.
Our Outsourced Accounting solutions streamline financial operations, eliminates the burden of training and turnover, and lets your team focus on the core business.
We streamline billing processes and reduce AR delays to help you turn work into revenue – and revenue into liquidity – more efficiently.
We deliver data-driven insights into revenue, margins, and overhead to build compensation models that motivate top performers, promote fairness, and drive profitability.
We help improve your existing processes – or implement new ones – to ensure no earned work goes unbilled, helping you capture more revenue, improve billing accuracy, and optimize cash flow.
We implement financial controls and systems to ensure clean, compliant trust accounting and proper segregation of client funds – reducing risk, reinforcing accountability, and upholding your organization’s integrity.
We provide end-to-end support for mergers and acquisitions – from pre-transaction preparation to post-close financial integration. Our approach ensures each step drives strategic alignment and long-term value creation.
Our co-sourcing services give your finance team the extra capacity and specialized expertise to execute critical projects – without the long-term cost or commitment of adding full-time staff.
In today’s dynamic business world, leaders face constant challenges – economic shifts, rising costs, regulatory changes, and growing competition.
Accurate accounting and strategic financial management are no longer optional – they are the backbone of resilient, high-performing organizations. With accurate and timely financial insight, businesses can stay ahead, adapt, and thrive in a rapidly evolving market.
By strengthening financial operations and turning data into actionable insights, organizations can navigate uncertainty, capitalize on opportunities, and drive sustainable growth.
A winning strategy is grounded on reliable financial analysis, and financial analysis is only as sound as the accuracy of the underlying data.
We don't just solve problems – we uncover opportunities that others overlook. We refuse to settle for how things appear on the surface. We challenge assumptions and dig deeper than the numbers to reveal insights that drive better decisions and sustainable growth.
Beyond driving financial performance, we are committed to building strong relationships with all stakeholders, fostering trust, collaboration, and long-term success for all.