4AT
SERVICES

Built to your scope,Not our catalog.AI and humans on every engagement

Whether you need your books closed, controls strengthened, an audit prepared, or a CFO role filled, our hybrid model brings together AI agents for the science and experienced finance professionals for the art. One team. One bill.

AI-assisted reconciliationSenior CPAs on every engagement
Start your subscription→Talk to an experienced finance professional
GAAP Compliance
CFO Advisory
Month-End Close
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The same hybrid model on every service

Pick any serviceWe deliver it the same way

AUTOMATION LAYER

AI handles the science

01Ingesting and extracting documents automatically
02Routing workflows and triggering standard tasks
03Reconciling transactions with high-accuracy automation
04Generating first-pass reports and journal entries
05Flagging anomalies and exceptions for expert review
EXPERT LAYER

Experienced finance professionals handle the art

01Bringing judgment where automation ends
02Navigating complexity and accounting gray areas
03Taking ownership of final decisions and outcomes
04Defending positions with auditors and regulators
05Helping clients make confident business decisions

Every service below is built on the same hybrid foundation. What changes is the value we deliver for your business.

Find the service that matches your situation→
Services

Fourteen ServicesSorted by Business Need, Not Service Line

Businesses don't buy service lines. They buy outcomes. Faster closes, smoother audits, stronger controls, and scalable finance operations. Here's a shortcut to the solution that fits your challenge.

Group 1

Optimize Finance Operations

Target

CFOs and Controllers at fast-growing companies.

Trigger Scenario

“I need books closed, AP/AR running, payroll done without hiring.”

01

Accounting Process Outsourcing

End-to-end finance ops: bookkeeping, AP, AR, R2R, payroll, FP&A. Iris reconciles in seconds. Senior controllers review exceptions daily.

What's Standard

Daily exception review · monthly close in 4-5 days · audit-ready ledger · one dashboard

Good Fit If

Close drags past day 7 · errors slip in · CFO sees numbers last

Add to subscription
02

Virtual CFO Services

Fractional CFO leadership for high-growth companies and PE-backed portfolios, backed by our AI agents.

What's Standard

Board reporting · cash forecasting · investor decks · KPI design · monthly business review

Good Fit If

Pre-Series B · post-acquisition · CFO seat open · PE portfolio company without finance leadership

Add to subscription
03

Interim Resource Alignment

Pre-vetted controllers, managers, and analysts deployed in days, not months.

What's Standard

Drop-in or hybrid-pod options · matched to your stack and stage · experienced finance professional backstop

Good Fit If

Maternity/paternity gap · hiring takes too long · interim controller while you search

Talk to us
Group 2

Strengthen Audit Readiness

Target

CFOs heading into audits, post-acquisition entities, PE-backed companies.

Trigger Scenario

“Auditor's coming and we're not ready.”

04

Internal Controls & SOX Compliance

Design, test, and remediate controls that stand up to scrutiny. Guardian flags control breaks in real time.

What's Standard

Risk assessment · control design · testing program · remediation · year-round monitoring

Good Fit If

First SOX year · ICFR remediation findings · post-IPO controls · PE portco prep

Add to subscription
05

Technical Accounting

Complex transactions and accounting positions under US GAAP and IFRS, backed by expert judgment and AI-powered documentation.

What's Standard

Revenue recognition (ASC 606) · lease accounting (ASC 842) · business combinations · stock comp · memos that hold up to auditors

Good Fit If

New contract structures · M&A transaction · IPO-related accounting · auditor questioning a position

Talk to a technical lead
06

Financial Audit Readiness

PBC playbooks, pre-audit closes, and clean walk-throughs before day one. Atlas auto-builds the PBC list.

What's Standard

PBC list automation · pre-audit close · walk-through prep · auditor liaison · post-audit remediation

Good Fit If

First-year audit · auditor change · prior-year findings · IPO countdown

Add to subscription
Group 3

Scale Practice Growth

Target

CPA firms, accounting firms, and assurance practices needing more delivery capacity.

Trigger Scenario

“We're at capacity and can't hire fast enough to keep up.”

07

Audit Outsourcing (for accounting firms)

Co-source and outsource models for assurance firms under capacity pressure. Workpapers in your format, your timeline, white-labeled if needed.

What's Standard

PCAOB-aligned workpapers · senior reviewer on every file · capacity surge during busy season

Good Fit If

Tax season overflow · firm losing client work to capacity gaps · M&A integration on the firm side

Talk to us about firm partnerships
08

GRC Audit Delivery

Continuous delivery framework for CPA firms utilizing overnight offshore assurance teams to clear bottlenecks.

What's Standard

SOC 1/2 prep · evidence testing · GRC framework alignment · partner sign-off prep

Good Fit If

Capacity limits during busy season · scaling engagement volume · GRC resource gaps

Talk to us about firm partnerships
Group 4

Accelerate IPO Readiness

Target

Pre-IPO companies, M&A targets, PE portfolio companies.

Trigger Scenario

“We have 12 months to be ready.”

09

IPO Readiness

End-to-end IPO prep, from books to SOX to S-1 narrative, backed by our Virtual CFO bench.

What's Standard

Audit-ready financials · SOX-ready controls · S-1 drafting support · investor reporting infrastructure · first-earnings playbook

Good Fit If

S-1 in 12-24 months · pre-IPO audit selection · investor diligence · post-IPO operating cadence

Talk to an IPO lead
10

Tax Advisory

Cross-border structuring, provisioning, and ongoing tax compliance. U.S. federal, state, and local tax advisory, planning, and compliance support.

What's Standard

Federal/state/local provisions · transfer pricing · entity structuring · ongoing compliance filings · tax memo trail

Good Fit If

International expansion · entity restructuring · tax season · new state nexus

Add to subscription
11

MacTax

Coming soon. Specialized tax advisory for cross-border and high-growth teams. Full details soon; talk to us in the meantime.

What's Standard

Specialized tax advisory for cross-border & high-growth teams · coming soon

Good Fit If

Cross-border expansion · scaling high-growth teams

Talk to us
12

Transaction & Migration Support

Moving finance data and systems cleanly through an M&A, carve-out, or ERP change. Without losing a transaction in the process.

What's Standard

System cutovers · UAT & testing · data verification · hypercare support

Good Fit If

ERP migration · M&A carve-out · post-acquisition integration

Talk to us
Group 5

Reengineer Finance Processes & Controls

Target

CFOs picking ERP, automating, or evaluating AI for finance.

Trigger Scenario

“Our tech stack isn't keeping up.”

13

Technology Services

ERP, RPA, and private AI deployments for the office of the CFO. Want our AI agents on your own infrastructure? Start here.

What's Standard

ERP selection and implementation · RPA for repetitive workflows · private AI deployment · integration with existing stack

Good Fit If

ERP migration · build-vs-buy AI decisions · governance on existing AI tools · tech consolidation

Talk to a tech lead
14

Finance Function Reengineering

We assess your current finance operations, redesign the operating model, and deploy AI to support it. This isn't a technology replacement. It's a finance transformation.

What's Standard

Process assessment · governance design · system deployment · KPI tracking

Good Fit If

Scaling pain points · broken workflows · tech decisions before process design

Talk to a tech lead
Who we serve

Built for the four kinds of teamswho can't afford to get this wrong

The teams who switch to 4AT Hybrid all share one thing: they're done choosing between expensive firms and risky AI.

CFOs and Controllers

At fast-growing companies stuck between Big 4 quotes they can't justify and AI tools they can't sign off on.

Accounting firm owners

Offering hybrid services to their own clients, or outsourcing tax-season overflow without losing margin or relationships.

PE-backed portfolio companies

Needing audit-ready books across multiple entities, controls that survive diligence, and reporting that satisfies the GP.

Pre-IPO finance teams

12-24 months from S-1, with everything (books, controls, S-1 narrative, first earnings) still to build.

How an engagement works

Four stepsNo procurement cycle

Every service above runs on the same engagement model, whether you're subscribing to bookkeeping or hiring a Virtual CFO.

1

Subscribe

Day 0

Pick the service(s) you need. Pay your first month. That's the entire procurement cycle. Flexible SOW. No legal review. No 6-week sales cycle.

2

Onboard

Days 1-7

Connector ingests your ERP, ledgers, and policies. Your dedicated pod of AI agents plus experienced finance professionals is live within 7 days. You don't change tools. We meet you inside the systems you already use.

3

We run it

Day 8 onward

Iris reconciles. Guardian monitors controls. Atlas builds your reports. Experienced finance professionals review everything before it reaches you. You see it all in one dashboard. One bill. One team.

4

You scale

Month 3 and beyond

Add controls. Add tax. Add audit readiness. Add a vCFO. Every new service line plugs into the same subscription. This is where most clients start with one service and end the year running their entire finance function on 4AT.

Case Studies & Testimonials

Quiet confidence, real outcomes

The case studies are still being written. The CFOs and firm owners behind them have already switched. Will you be next?

Connect with us
Let's build

A 30-minute conversation with an experienced finance professional. No decks, no templates, just the right questions.

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