IntroducingAdhocFlex™
Fractional Finance. Built for Momentum. High-impact accounting and finance support for organizations that need results—not overhead.
What Is AdhocFlex™?
Whether you’re building your foundation, scaling operations, or modernizing your finance function, Adhoc Flex™ meets you where you are and moves you forward—fast. We deliver high-impact, fractional accounting and finance support designed for organizations that need results—not overhead.
Foundation Sprints
Build it right. From day one.
Focused, fixed-scope engagements designed to establish a strong financial backbone.
Build it right. From day one.
- Chart of accounts design and cleanup
- Financial reporting framework
- Month-end close structure
- Tax readiness and compliance alignment
Mission-aligned financial infrastructure.
- Fund and grant tracking structure
- Restricted vs. unrestricted fund design
- Board-ready reporting templates
- Compliance and internal controls baseline
Modernize your finance stack.
- Automation of bookkeeping and close processes
- Tool selection and implementation
- Workflow redesign for efficiency
- Real-time reporting dashboards
Strategic finance leadership—right-sized.
- Cash flow planning and 13-week forecasting
- KPI dashboards and performance tracking
- Monthly and quarterly financial reviews
- Strategic planning and decision support
Core Services
Fractional Accounting & Finance
Full-service financial leadership and execution, scaled to your needs.
- Cash flow management and forecasting
- KPI development and executive dashboards
- Monthly and quarterly business reviews
- Month-end close overhaul
- General ledger cleanup and structure
- Financial reporting and variance analysis
- Annual budget development
- Rolling forecasts (12–24 months)
- Scenario and sensitivity planning
- Unit economics and pricing models
- Program, product, or location profitability
- Breakeven and “what-if” analysis
- Standardized reporting packages
- Executive-ready dashboards and narratives
- Presentation templates for stakeholders
Nonprofit Solutions
Nonprofit Accounting & Finance
Purpose-built financial solutions for mission-driven organizations.
- AP/AR and bookkeeping
- Payroll coordination
- Monthly financial reporting
- Restricted fund tracking
- Chart of accounts and fund structure
- Grant budget vs. actual tracking
- Compliance-ready reporting
- Board packet templates
- Program-level financial insights
- Donor and sponsor reporting narratives
- Segregation of duties
- Approval workflows
- Policy and controls checklist
- Form 990 preparation
- Review-only engagements
- Read-through with advisory memo
Technology & Automation
Systems & Workflow Automation
Leverage AI and modern tooling to transform how your finance team operates.
- Automate 70–90% of month-end processes
- Reduce manual work and errors
- Improve speed and visibility
- Process mapping and standardization
- Implementation of workflows and checklists
- Team efficiency improvements
- GL integration with BI tools
- Real-time financial dashboards
- Monthly review cadence and insights
- Evaluate current tools (QBO, Xero, payroll, expenses)
- Consolidation and optimization plan
- System migrations, cleanup, and training
Why Adhoc Flex™?
We’re not a staffing agency. We’re operators with deep expertise who build things that last.
Built by operators, not salespeople — we understand the work, not just the pitch
Speed without sacrificing quality — we move fast and we move right
Right-sized engagement models — no bloated retainers or unnecessary overhead
Deep expertise across banking, nonprofit and corporate finance
Practical solutions your team can actually run with — not just slide decks
Let's Build What's Next
Whether you need a quick foundation sprint or ongoing fractional leadership, Adhoc Flex™ gives you the structure, clarity, and momentum to move forward with confidence.