Your books are a symptom.
Your systems are the cause.
Workflow Seams is a fractional CFO practice for owner-led companies. We rebuild the systems your numbers come from, model the business from source data, then run the finance function on top of it.
- 13+ years in public accounting
- E-commerce, services, production, agencies
- Limited to clients we can fully support
Most accounting problems aren't accounting problems.
They show up in the books. They start in the handoffs: how an order becomes revenue, how a lead becomes a client, how a purchase becomes cost of goods. We work at those seams because that is where money leaks. These are real findings from recent engagements.
58% → 33%
Reported vs. actual gross margin
A DTC food manufacturer priced nine product lines off a margin that was off by 25 points. COGS had been split equally across products for years. Two were losing money on every unit shipped.
$84K–$111K
A reported loss that wasn’t
Incomplete inventory on the balance sheet, $111K of unrecorded processing fees, and $1.4M of discounts booked as revenue. Rebuilt from 450,000 orders, the business was profitable.
60%
Signed clients lost after signing
A services firm spending $3.7M a year on leads could not see that six in ten signed clients never produced a fee. Phone, CRM, fees and the ledger lived in five systems with no shared key.
$104K → $37K
Monthly ad spend, root-caused
The vendor blamed Google policy changes. The change log showed four unauthorized Target CPA cuts that put the account in a learning period and lost the auctions. Raise the target, restore the volume.
Figures are from client engagements, shared with the business detail removed. Read the full stories →
Three ways to work together.
Most engagements start with the Diagnostic, because you cannot fix what you cannot measure and you usually cannot measure it yet. Nobody gets a menu of twelve services.
Fixed fee · 8–13 weeks
Operations & Finance Diagnostic
We rebuild the numbers from source data (orders, shipments, payouts, CRM, ledger) and trace how money moves from first contact to cash. You get the real margin, the real leak, and a ranked plan.
Details →Monthly retainer
Fractional CFO
Weekly visibility, cash projections, budget vs. actual, tax planning, and a standing meeting with the owner. Bookkeeping, controls, and filings included. One accountant of record for the whole function.
Details →Project · scoped
Systems & Models
Controls frameworks, locked charts of accounts, inventory and COGS engines, revenue models, data bridges across systems that don’t talk, and operations hubs the team actually uses.
Details →Who this is for.
Owner-led companies, typically $1M to $50M+ in revenue, running on several systems that don't talk to each other, whose founders are ready to delegate the finance function, not just the data entry.
- E-commerce and DTC manufacturers with inventory and multiple sales channels
- Professional and legal services firms that buy their demand
- Production companies, studios, and agencies that live project to project
- Closely held businesses whose owners want their evenings back
Who it isn't for.
After-the-fact bookkeeping or a one-off tax return. There are countless good, inexpensive options for those, and we are not one of them.
Why "Seams"?
In 3D modeling, seams are the lines that let a flat image wrap around a solid object. In a company, seams are the connection points between subsystems: lead to client, order to revenue, hours to margin, invoice to cash. Seamless is a marketing word. Seams are where the real work is.
Read our approachStart with a 15-minute call.
No pitch deck. We talk about where your operations and your numbers stop agreeing with each other, and whether we are the right fit to fix it.