01
Deal Close + Kickoff
We engage at or before close. Day one we begin the financial infrastructure assessment — mapping existing systems, chart of accounts, and reporting gaps vs. sponsor expectations.
Built for PE Portfolio Companies — $25M to $100M
AI Verifies Every Number Before Your Investors Do.
Conscious Accounting combines institutional-grade financial rigor
with real-time AI to give PE-backed companies the clean books,
investor-ready reporting, and strategic financial intelligence your
sponsors demand — from Day 1 post-close.
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// The Problem
PE-Backed Companies Have a Financial Infrastructure Gap
You just closed. Congratulations. Now the real pressure begins — and
most portfolio companies’ finance functions weren’t built for what’s
coming next.
01 — REPORTING
Your Books Weren't Built for Institutional Investors
Pre-acquisition financials were built for tax minimization — not EBITDA
optimization or investor reporting. The gap between what your books say and
what your sponsors need to see is costing you credibility every month.
02 — SPEED
Board Packs Are Late, Manual, and Always Wrong
Your CFO or controller is spending 60+ hours a quarter manually pulling data
from disconnected systems to build a board package that’s already two weeks
stale by the time it lands in your sponsor’s inbox.
03 — VISIBILITY
You're Flying Blind Between Monthly Closes
Covenant compliance, working capital drift, EBITDA variance — these don’t
wait for month-end. By the time your team surfaces a problem, you’ve already
burned a quarter of runway explaining it to your sponsors.
04 — ADD-ONS
Add-On Acquisitions Break Your Finance Function
Every add-on brings new ERP systems, chart of accounts, and accounting
policies to consolidate. Without a scalable financial infrastructure, each
acquisition adds chaos faster than it adds EBITDA.
05 — EXIT RISK
Messy Books Kill Valuations at the Worst Moment
When a buyer’s QoE team finds inconsistent revenue recognition, unsupported
adjustments, or poor working capital documentation, they don’t just flag it —
they reprice the deal. Or walk. Your exit multiple depends on your books.
06 — TALENT
You Can't Afford a Full-Time CFO. Yet.
PE-backed companies at $25M–$100M need institutional-grade financial
leadership but not the $400K+ fully-loaded cost of a Big 4-trained CFO. The
gap between what you have and what you need is leaving money on the table.
// The Platform
AI That Works At the Speed of PE
We pair institutional CPA expertise with an always-on AI layer that
monitors, forecasts, and automates — so your finance function runs at
the speed your sponsors expect.
Always On
Real-Time Portfolio Company Intelligence Dashboard
Your company’s live financial pulse — EBITDA run rate, working capital position, covenant headroom, and cash forecast —
updated in real time. Connected directly to your ERP. Your sponsor sees exactly what you see, when you see it. No more
surprises on board call.
FIRM INTELLIGENCE DASHBOARD
- Live
Adjusted EBITDA (TTM)
$8.4M ↑ vs. budget
Net Leverage (Covenant: 4.5x)
3.8x — In compliance
Working Capital vs. Peg
$420K — Monitor
Revenue Run Rate (Annualized)
$47.2M ✓
Days Sales Outstanding
58 days ⚠ Trending Up
AI Alert: Board pack due in 6 days
Draft ready for review
Automation
Board Pack & Investor Reporting — On Autopilot
We automate the data gathering, reconciliation, EBITDA bridge, and variance commentary for your monthly board
package — turning a 60-hour manual process into a review-and-approve workflow. Your sponsors get institutional-
quality reporting on day 3 of close, not day 20.
Ask Anything
The Decision Desk — Ask Your Numbers
An AI-powered interface where your CEO or operating partner can ask “what’s the EBITDA impact if we add a sales rep in
Q3?” or “where are we vs. the acquisition model at 18 months?” — and get an answer grounded in your actual financials,
not a spreadsheet model built in due diligence.
Compliance
Covenant Monitoring & Lender Reporting
Our AI tracks your debt covenants in real time — net leverage, fixed charge coverage, minimum liquidity — and alerts you
when headroom tightens before your lender notices. You stop discovering covenant risk in the compliance certificate and
start managing it proactively.
Exit Ready
Exit Readiness & QoE Preparation
We build and maintain the financial infrastructure that holds up under a buyer’s Quality of Earnings. Clean revenue
recognition, supportable EBITDA adjustments, documented working capital methodology, and audit-ready books — so
your exit process accelerates instead of derails.
// How It Works
Up and Running in 14 Days
We handle everything. You keep billing.
02
100-Day Cleanup
We normalize the books, restructure the chart of accounts, reconcile historical financials to the acquisition model, and establish the GAAP/management reporting framework your investors require.
03
AI Integration
We connect your ERP and operational systems to our intelligence layer. Real-time dashboards, automated board packs, and covenant monitoring go live within 30 days of engagement.
04
Ongoing Partnership
Monthly close support, investor reporting, covenant compliance, add-on integration, and exit prep — a fractional CFO-level partner embedded in your company for the full hold period.
// The Team
Human Expertise. AI Precision.
Our team brings together CPAs, financial strategists, and technology
specialists who understand the unique financial architecture of law
firms.
Nicole Butler-Davis
Founder & Lead CPA
CPA with 20+ years of experience. Former Fortune 500 financial
consultant. Specializes in law firm tax strategy and partner
compensation structures.
Matt Heim
AI & Data Strategist
Led AI implementation at mid-tier accounting firms. Architected our
real-time financial intelligence platform. Expert in legal practice management software integrations.
JW D.
Trust Accounting Specialist
15 years specializing in IOLTA compliance and legal trust accounting. Has helped 60+ law firms pass bar association financial reviews without disciplinary findings.
Alix M., CPA
Senior Financial Strategist
Former Big 4 advisor. Specializes in law firm growth strategy, partner buy-in/buy-out structures, and multi-location financial modeling for firms scaling from 1 to 3+ offices.
// How We Compare
Built for Institutions That Put Community First.
Conscious Accounting & Consulting
Local CPA
Big 4 / Regional
Real-time EBITDA & covenant monitoring
Automated investor board pack delivery
Enterprise only
PE-specific reporting experience
Rarely
Post-close 100-day financial transformation
High cost
Add-on acquisition accounting & consolidation
Project basis
Exit readiness & QoE preparation support
Separate engagement
Accessible for $25M–$100M portcos
100% money-back guarantee
// Client Voices
What Leaders Are Saying
From CEOs to CFOs to board chairs — here’s what institutions
// Follow the Conversation
Stay Connected. Stay Ahead.
Weekly insights for PE operating partners, portco CFOs, and deal
teams on financial infrastructure and reporting.
Behind-the-scenes of our team, client wins, and financial
education content.
ConsciousAccountingCPA
Community for business leaders navigating growth, acquisition,
and financial strategy.
Blog & Insights
Deep-dives on PE reporting standards, post-close transformation,
EBITDA normalization, and exit prep.
// Follow the Conversation
Ready to Lead Your Institution With Confidence?
Start with a free financial health assessment. We’ll show you
exactly where your institution is exposed — before you pay us a
single dollar.
Phone
Offices
Atlanta · Knoxville · St. Petersburg
Hours
Mon–Thu 9AM–5PM · Fri 9AM–1PM