Accounting & Bookkeeping
Cleanups, catch-ups, migrations, reconciliations and month-end close, up to controller level.
Team as a Service for finance professionals
The one thing you can't buy more of is time. That's what we free up.
The Algebra Group is an already-built finance function you plug in behind your practice: an operating execution ecosystem beneath your judgment. Fractional CFOs, Controllers, CPA firms and Deal Advisors leverage us to grow their client roster without hiring ahead of demand.
70+
Clients
50+
Professionals
30+
Industries
100%
Client retention*
5+
Geographies
*Departures have only followed client-side changes such as acquisition or internal build-out.
The wall every practice hits
Growth runs straight into your own bandwidth.
Talented finance operators want to grow, but taking on the next client means one of two things: hire ahead of demand and carry that cost on the bench, or turn the work away. Most turn it away.
We were built to remove that trade-off. You keep owning the relationship and the branding. We take on the execution beneath you, so capacity stops being the reason you say no.
Without a bench
Hire early and carry cost, or say no
With TAG
Say yes, then plug in the capacity
Who we work behind
We serve the professionals and firms, aiming for growth.
Our clients are able to grow their practice at least 4x from our financial expertise and scalable operating model.
Fractional CFOs & CFO Advisory Firms
Models, reports, reconciliations and analysis built beneath you, so your time stays on strategy and client relationships.
Controllers & CPA Firm Owners
Executive-to-controller-level bookkeeping capacity, so a growing client roster never caps out on execution hours.
Investment Bankers & M&A Advisors
CIMs, teasers, models, valuations and diligence materials, built by a deal-experienced bench that works to your format.
PE Consultants & Corporate Development
Screening, modeling and analysis support beneath your thesis, ready when a live process needs to move quickly.
Where we work
Geographies we serve.
A team built to work inside your timezone and your standards, wherever your practice is based.
What we do
Three finance pillars and one automation layer, under one roof.
Take one pillar or the whole stack. Because it all sits in one house, teams hand work between each other without you managing it.
CFO Office & Strategic Finance
Budgeting, forecasting, variance analysis, 13-week cash models and management reporting.
Investment & Transaction Advisory
CIMs, teasers, three-statement, DCF and LBO models, valuations and diligence materials.
Systems & Automation
A proprietary CFO dashboard, branded to your firm and integrated directly with your books.
A visible deliverable, not a spreadsheet
The white-label CFO dashboard your client actually sees.
It connects to your accounting ERP and replaces static spreadsheets with a real-time portal in your brand: live P&L, balance sheet and cash flow, AI-generated commentary, editable industry benchmarks, budget planning and a 13-week forecast, plus a client-facing chatbot for the questions you would rather not field.
It comes as part of an accounting or FP&A engagement: the visible outcome of month-end close, fully white-labelled to your brand and domain.
See how the dashboard fits in
Prove it before you commit
Send us a project you have already delivered. We will redo it.
Rather than waiting for your next live project, we re-deliver something you have already completed. You compare our output against your own on quality, communication and formatting, with no live client at stake.
It turns "prove it" into a concrete, low-risk test. Test us on everything, not just the numbers, and then decide.
"If you look good in front of your clients, we look good in front of ours."How TAG thinks about the work
AI and the human layer
We use AI heavily. We also sell the person who checks it.
AI gets the work most of the way, not all the way. It misses on completeness, formatting and, most of all, sanity: it will hand you a number that is arithmetically fine and makes no sense. The experienced person who catches that and fixes it is what you are actually paying for.
Testimonials
What our clients say.
Gee LeungManaging PartnerBlack Court
"We've had an excellent experience working with The Algebra Group (TAG) for financial modeling and analysis. They consistently delivers high-quality, well-structured models with strong attention to detail. TAG demonstrates a clear understanding of real-world CFO and client requirements, and operates seamlessly as an extension of our team, enabling efficient scaling without compromising standards. I confidently recommend TAG to fractional CFO firms seeking a dependable financial modeling partner."
Barbara RaviolController
"When I came on board, there was a significant backlog of reconciliations and no real processes in place. The Algebra Group stepped in and got everything straightened out efficiently and thoroughly — years of open items resolved without any disruption to day-to-day operations. They were incredibly easy to work with, always responsive, and just got on with what needed to be done. If the workload picks back up, they will be the first call I make."
Walter John WhiteheadFounder & CEOHunter Baron
"I've had the pleasure of working with Varun for many years, and that trust has continued seamlessly with The Algebra Group (TAG). From day one, TAG has consistently delivered high-quality work across valuation, financial analysis, bookkeeping, and financial advisory. They excel at managing complex engagements while aligning stakeholders and tight timelines. Their financial insights are clear, structured, and highly actionable. TAG combines precision, reliability, and deep process understanding with strong execution discipline. I highly recommend Varun and TAG to businesses seeking a dependable, detail-driven finance partner."
Donny MashiachFounder & CEOWarrior Group
"I have been working with The Algebra Group (TAG) since day one. It has been impressive to see how the team has grown and continuously improved in all aspects, because of their strong foundation. The team is well-equipped with top-tier talent and quality-oriented processes. They have added tremendous value and has been a growth engine for my team at Warrior Group. The way they have set up a dedicated captive for efficient collaboration across the services and skills is really impressive and applaudable."
Dan AyalaManaging DirectorBanner Ayala Associates
"We've had a great experience working with TAG. They're responsive, open to new ideas, and have consistently delivered on time and on budget. For Banner Ayala Associates, they're a trusted partner we rely on to deliver for our clients."
John MeekisonPresidentSabre Solutions
"The Algebra Group (TAG) has played a key role in strengthening our accounting offerings. Their structured approach, accuracy, and consistency have delivered strong, reliable outcomes. TAG operates seamlessly as a trusted extension of our team, ensuring our clients' financials are always well-managed, up-to-date, and aligned with business needs. They bring strategic value from the very start while maintaining high professional standards. I would confidently recommend TAG's accounting services to growing businesses."
W. Henry YaegerChief Financial OfficerPlowshare Therapies
"I met Varun at The Algebra Group while I was incubating a fractional CFO service (Banner Ayala Associates). His team provided responsive and reliable financial analysis, modeling, and market benchmarking, along with high quality bookkeeping. I've continued to use TAG in my full time CFO role at Plowshare Therapies. I'd recommend Varun and TAG to anyone needing reliable and scalable accounting and analytics support."
Sumantra SenguptaCo-FounderGR2 Advisors
"Varun has worked closely with me for several years, and it has been my pleasure to engage in thoughtful and meaningful discussions through The Algebra Group (TAG) on various topics related to financial model development for companies across multiple sectors. I have found his attention to detail and collaborative approach highly commendable and I wish him the very best in his own professional growth as well as the success of his new venture."
Samuel J. Lilly IVCEO/FounderEACH
"I have been truly blessed to connect with The Algebra Group through one of their clients. From the very beginning, the experience has been nothing short of exceptional. The Algebra Group has been a tremendous blessing to my business, EACH, LLC. Their team provided me with comprehensive 5-year financial projections, a well-structured investment deck, and a clear, compelling one-page investment teaser. The quality of their work exceeded my expectations. What stands out most is their professionalism, patience, and genuine commitment to seeing their clients succeed. They take the time to explain every detail and consistently offer sound, trustworthy advice. I always felt supported and confident throughout the process. I highly recommend Varun and The Algebra Group to anyone in need of reliable, high-quality financial projections and strategic advisory support. Thank you, TAG—you're more than a team, you're family."
Your next step
Grow your practice without hiring ahead of it.
Book a 30-min discovery call and we will map the exact bottleneck holding your capacity back, then show you what plugging in a bench looks like.