Your Full Finance Department. On Retainer.
Assay Advisory Intelligence is a Finance MSP — a Managed Finance Services Provider that gives growing businesses institutional-grade financial management without the cost of building a full in-house team.
What Is a Finance MSP?
Most growing businesses hit a point where the spreadsheets stop working — revenue is up, complexity is up, but the finance function hasn't kept pace. That gap is expensive.
A Finance MSP — Managed Finance Services Provider — closes it. The same way an IT MSP gives a growing company an institutional-grade tech function without hiring a full IT department, Assay gives businesses a complete finance department on retainer.
One point of contact
You talk to Terry. He coordinates the specialists, quality-controls the deliverables, and keeps your engagement on track.
A coordinated specialist network
CPAs, FP&A specialists, FX and treasury experts, tax advisors, and banking partners — a finance team, not a freelancer.
Consistent monthly deliverables
Everything from clean books to board-ready financial strategy, delivered on a predictable monthly cadence.
Managed Finance Services — Choose Your Tier
Three tiers of managed finance services, built to scale with your business. Every tier includes a dedicated point of contact, monthly deliverables, and access to our specialist network.
Essentials
Keep your house in order
Best for $1M–$5M revenue businesses
- Transaction recording & classification
- Monthly bank & credit card reconciliations
- A/P processing & vendor management
- Payroll processing coordination
- Monthly P&L, balance sheet & cash flow
- Annual tax-ready close package
- ERP health check & optimization
- Email support — 48-hour response SLA
Growth
Finance that drives decisions
Best for $5M–$20M revenue businesses
- Everything in Essentials
- Monthly CFO advisory calls
- FP&A, budgeting & budget vs. actual
- 13-week rolling cash flow forecast
- KPI dashboard — refreshed monthly
- Debt covenant reporting
- A/R cash application & collections tracking
- Priority support — 24-hour response SLA
Executive
Your full finance department
Best for $15M–$50M revenue businesses
- Everything in Growth
- Fractional CFO on-call
- Multi-entity consolidation
- FX & treasury management
- Banking & capital advisory
- Tax strategy coordination
- Scenario & strategic planning
- Internal controls & audit readiness
Who We Serve
We work with owner-operators and growth-stage companies that have outgrown a bookkeeper but aren't ready to build a full finance team.
Franchises & Multi-Unit Operators
Multi-entity accounting built for scale
Multi-location complexity demands multi-entity accounting, location-level reporting, and operational controls built for scale.
Professional Services Firms
Partner-level reporting and cash visibility
Law firms, agencies, consultancies, and advisory businesses need clean books, partner-level reporting, and cash flow visibility.
SaaS & Technology Startups
Investor-ready finance infrastructure
Pre-revenue to Series C — we've been inside high-growth tech companies at every stage. We build the finance infrastructure your investors expect.
Construction & Field Service Businesses
Job-cost clarity from field to financials
Job costing, WIP tracking, project-level profitability, and subcontractor management — built for businesses that run in the field.
Why Assay Advisory Intelligence
A managed finance function built for growing businesses — the rigor of a big firm, the focus of a dedicated partner.
Institutional rigor without institutional overhead
Terry brings Big 4 audit training, SEC reporting experience, and pre-IPO Controller depth — applied to businesses at your stage, not Fortune 500 scale.
A coordinated specialist network, not a solo practitioner
Every engagement draws on a curated bench of CPAs, FP&A specialists, FX experts, tax advisors, and banking partners. You get a finance team, not a freelancer.
One point of contact
We coordinate everything. You talk to Terry. He handles the rest — routing to the right specialist, quality-controlling deliverables, and keeping your engagement on track.
Built for your stage
We serve the $1M–$50M range because that's where the finance function gap is most costly. We're not trying to be everything to everyone — we're built for growing businesses.
Proactive, not reactive
We don't wait for you to ask. We flag problems, surface opportunities, and bring insights to every monthly conversation — not just at year-end.
Our Mission
At Assay Advisory Intelligence, we're building the finance function that growing businesses deserve — one that's institutional in its rigor, practical in its execution, and personal in its relationship. We believe that access to serious financial expertise and high-quality service execution drives positive outcomes and measurable results for our clients.
At Assay AI, we believe good things come from collaboration, dedication, and the relentless pursuit of your financial success.
Ready to see what a managed finance function looks like for your business?
Book a free discovery call and we'll map the finance department your business needs at its current stage.