Finance & Technology Services Across the US & Canada
Our focus: Outsourced accounting, Fractional CFO, FP&A Services, App Support, ERP & CRM implementation, data solutions & Business Intelligence.
Whether you are a startup, a mid-sized business, are ready to go public, or are a nonprofit, we prepare you for the journey ahead with accounting, App Support, ERP and data solutions.
VC and Private Equity: We support portfolios and funds with bookkeeping, financials, LP/internal reporting, valuations, audits, and tax prep.
Technology and Healthcare: From SaaS revenue recognition to stock-based accounting, we solve complex finance and HR challenges.
Capital Advisory: We help companies raise capital effectively.
Core Philosophy: We collaborate with physicians to ensure appropriate care and optimal health outcomes.
Services: Revenue cycle management, CRM, reconciliations, A/P and A/R, monthly closing, and budgeting.
Challenge: A three-year audit was pending.
Achievement: Completed audit with no significant discrepancies.
Core Philosophy: We help leading brands grow their e-commerce businesses.
Services: Monthly reconciliation of 50+ accounts, discrepancy resolution, bookkeeping, P&L reporting.
Challenge: Two years of disorganized financial data.
Achievement: Reconciled all data, uploaded bills, and enhanced reporting timelines.
Core Philosophy: We grow with partners who pursue operational excellence.
Services: Revenue management, reconciliation of 1,000+ payables, closings, bookkeeping.
Challenge: Migration from QuickBooks to NetSuite.
Achievement: Full transaction validation and NetSuite integration.
Scanned Letter from OpenRoad Collision LLC:
Core Philosophy: We simplify food service operations with streamlined finance workflows.
Services: Processing 100+ invoices daily, vendor coordination, discrepancy checks.
Challenge: Legacy ERP system integration.
Achievement: Boosted invoice processing speed and efficiency.
Business Model: Labels Manufacturer
Challenge: Inventory tracked in sq ft rolls; NetSuite tracks in units. Procurement was sheet-based.
Achievement: Integrated with legacy ERPs (LabelTrax, ASI) for smooth transition.
Business Model: Ecommerce (B2B and B2C)
Challenge: Dual business model with currency and inventory complexities.
Achievement: Implemented pricing, inventory, and WooCommerce integration.
Business Model: IT Service/Contractual
Challenge: No support for contracts or recurring invoicing.
Achievement: Implemented custom NetSuite contract module with automation.
Business Model: Gaming Cards/Devices
Challenge: Issues with BigCommerce integration and price-level management.
Achievement: Resolved sync issues and optimized pricing model.
We evaluate your systems, processes, and growth strategy at no charge.
Contact Us Now 20+ years of experience in Finance, Accounts, & Operations – spanning power distribution and pharmaceutical sectors.
A certified Chartered Accountant from ICAP & ACCA with prior experience at globally renowned PWC.
21 years of private equity, corporate development, and operations experience with blue-chip firms in Western and Frontier markets.
Founding Partner at Boston Equity Partners.
Formerly led Sales & Marketing at Coca-Cola.
20+ years in private equity, investment banking, deal structuring, and entrepreneurship.
Founding Partner at Boston Equity Partners.
Former experience at CSFB, New Silk Route, and various global investment firms.
Email: info@alpinetechgrp.com
Phone: +1 807 698 6472