Financials for founders.Built by founders.
We're The Working Group, an advisory-first finance partner with an aggressive bias for action. We combine rigorous accounting with the veteran operator judgment needed to calm the chaos, frame strategic decisions, and build unshakeable boardroom trust — moving at the exact speed of your business.
- CFO Advisory
- Bookkeeping
- Monthly close
- Tax strategy
- FP&A
- Board reporting
- Dashboards
- CFO Advisory
- Bookkeeping
- Monthly close
- Tax strategy
- FP&A
- Board reporting
- Dashboards
- CFO Advisory
- Bookkeeping
- Monthly close
- Tax strategy
- FP&A
- Board reporting
- Dashboards
- CFO Advisory
- Bookkeeping
- Monthly close
- Tax strategy
- FP&A
- Board reporting
- Dashboards
How we work
Reporting you’ll actually care about.
We deliver high-quality reporting and financial insights faster than anyone else. Call it tech-enabled. Call it AI. We call it experience — knowing the what, the when, and the how by combining years of veteran operator judgment with the absolute limit of modern technology leverage.
Our purpose
We exist for one reason: to help you make better decisions and build a better future for your business.
+$850M
in enterprise value created by the companies we partner with — and counting.
Trusted by teams worth believing in
Our services
Everything your business needs to thrive.
CFO & Financial Advisory
Strategic guidance from people who've held the seat.
Accounting & Bookkeeping
Clean books, real-time clarity, all done right.
Tax Strategy & Compliance
Proactive planning, including multi-state and international.
Finance Operations
The systems, reporting, and dashboards that let you actually run your business.
We’ve been where you are.
Our team has worked at Fortune 50s, started, scaled, and sold venture-backed startups, and everywhere in between. We know what the Series A diligence process feels like from the inside — and we know what it means when your runway is tighter than your model predicted.
- Fortune 50s
- Venture-backed startups
- Institutional finance
- Series A → exit
- Founders ourselves
No egos.Just results.
Execution isn't all that matters. We're normal, accessible people who endeavor to be exceptional at high-growth finance. More importantly, we care about the founders we partner with — after all, we're founders ourselves.
We build deep, personal relationships with the companies we believe in, often embedding directly alongside them: a true partner who cares as much about your peace of mind as your balance sheet.