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A US-based IV therapy provider serving long-term care facilities. As the business expanded across multiple entities, the client struggled with fragmented financial visibility, slow and inconsistent bookkeeping support, and limited insight into liquidity needs, making consolidated reporting and planning difficult.
United States
Series A / Growth
Pet-Care Tech
Multi-Location
TAG partnered with the client as a strategic finance advisor, strengthening financial visibility and planning capabilities across entities while taking over bookkeeping responsibilities from an underperforming external provider. Our support key functions include:
Captured actuals across entities and consolidated performance for unified tracking and variance analysis
Built a 13-week cash flow model to provide weekly visibility into inflows/outflows, improve operational planning, and support proactive funding and liquidity decisions
Replaced the existing accounting support with structured workflows through Bill.com to ensure accurate AP syncing, reliable revenue recognition, compliance handling, and timely closes
