2GO Advisory Accounting Services Practice Group

How We Help

From routine operations to urgent, high-stakes projects, our accounting professionals deliver exactly what your business needs, exactly when you need it.

2Go Advisory Group offers client accounting services that go far beyond standard bookkeeping and monthly close. We support companies that need dependable day-to-day accounting and those facing time-sensitive challenges, such as preparing for an audit, recovering a failed ERP implementation, navigating a merger, or getting IPO-ready. Our accounting professionals, guided by CFOs with industry or situational expertise, plug in quickly, stabilize operations, and deliver accurate financials that leadership, boards, and investors can trust.

Whether you're a fast-growing startup, a private equity-backed portfolio company, or a nonprofit preparing for a complex audit, we deliver a tailored mix of expertise, speed, and flexibility.

We offer two types of accounting services, designed to meet businesses at different stages and with different demands.

1. Routine, Scalable Accounting Services

Our accounting professionals — bookkeepers, accountants, controllers, and CPAs — become an extension of your team. These services are ideal for companies that want reliable day-to-day support without the burden of building a full in-house team.

Month-end close and financial reporting
Accounts payable and receivable
Payroll processing and reconciliation
Cash flow management and forecasting
GAAP-ready and audit-ready financials
Communication with outside users of financial information including tax preparers

We adapt quickly to your accounting systems and processes. We can also help you optimize workflows, upgrade tools, and design a staffing model that scales with your growth.

2. Time Sensitive Accounting Projects

Many clients turn to us when the stakes are high and the timeline is tight. Whether you're cleaning up years of neglected books, preparing for a major transaction, or salvaging a delayed ERP rollout, we deliver fast, expert intervention.

Common high-urgency scenarios include:

M&A transactions – bringing records and reports up to standard before a sale or acquisition, coordinating due diligence requests and integration of systems.
IPO and audit prep – reconstructing historical financials to new reporting standards and implementing internal controls
ERP implementations – adding capacity and expertise to avoid in in response to system implementations going sideways
Rapid scaling – supporting accounting infrastructure for newly funded startups or in anticipation of rapid change.
Investor and board reporting – generating credible financials under pressure

These urgent needs require more than accounting skill — they require judgment, speed, and a willingness to make your urgency our own. That’s where our team stands apart.

Who We Serve

We work with companies that place a premium on accounting accuracy, responsiveness, and flexibility.

SMB and Mid-Market Companies

From investor-backed startups to multinational enterprises, we serve businesses where financial reporting must be timely, GAAP-compliant, and built to scale. We quickly learn existing business practices and ambitions before setting up relevant accounting and reporting practices to support management.

>> Related practice areas: International Business, Mergers & Acquisitions, Start-Up & Pre-IPO

Nonprofits and Mission-Driven Organizations

We help nonprofits maintain fiscal transparency, meet grant reporting obligations, and navigate complex tax returns and audits. Clients have the option to add a fractional Nonprofit CFO customize accounting practices and reports to meet requirements.

>> Related practice area: Non-Profit

Private Equity–Backed Companies

We bring discipline, structure, and investor-grade reporting to portfolio companies preparing for transactions or experiencing rapid change. Fractional CFOs with industry or situational expertise are available to further outsource management of the client accounting function.

>> Related practice areas: Financial Systems, Modeling & Reporting, Cleantech

Founders and CEOs with Urgent Needs

From reconstructing financials to resolving ERP issues, we’re the team to call when urgency meets complexity—and getting it done right is non-negotiable.

Representative Engagements

Cleantech Startup Preparing for Growth
A cleantech company preparing to scale hired CFOs2GO and Client Accounting team. We established an outsourced accounting department, handled all transactions (AP, AR, payroll), delivered board-grade financials, and supported the annual audit and tax process. As the company grew, we helped design and hire the internal team—while continuing to provide contingent staffing when needed.

ERP Rescue for a Transportation Company
After a stalled Sage Intacct implementation, the CEO of a transportation company turned to our Financial Systems practice group. Our assessment revealed bandwidth and expertise gaps in their internal team. We quickly deployed Client Accounting resources to complete the implementation and staffed a new full-time controller to support long-term operations.

M&A Prep for International Manufacturer
A multinational manufacturer preparing for sale lacked standardized books across its U.S. and international entities. Our M&A CFO assembled a hybrid team of onsite accountants and client accounting accountants to bring records current and audit-ready—clearing the way for a successful exit.

IPO-Readiness for PE-Funded Cannabis Brand Rollup
A PE-backed cannabis company targeting an IPO needed five years of clean financials reconstructed from source documents. We rapidly staffed a blended team of internal and outsourced accountants, implemented audit-grade controls, and met aggressive deadlines under significant pressure.

Systems and Tools

We are system-agnostic and experienced in a wide array of platforms. Whether you need help with daily transactions or a full ERP overhaul, we bring the tools and expertise to deliver results.

Accounting Systems: