§ Practice 03 · Strategy & Consulting Operate · Report · Scale

Strategic consulting for modern business.

Institutional-grade operational support and advisory for companies ready to scale — delivered by senior operators, not slide-decks.

Your strategic partner for growth

An extension of your
leadership team.

RSK brings senior-level talent and practical operating experience to every engagement — without the retainer of a full-time hire or the generics of a large firm.

01

Agile operations

Fractional leadership and back-office support that scales with your needs.

02

Precision reporting

Board-ready financials, KPI dashboards, and investor-grade analysis.

03

Deal-ready infrastructure

Financial systems built to withstand due diligence and support transactions.

04

Cross-discipline integration

Consulting tied into our tax and insurance teams for holistic support.

AI & automation for finance

AI for finance teams.
With the controls left in.

We help finance and accounting teams put AI to work on payables, reconciliations, reporting and the workflows that connect them, one process at a time, with a person reviewing every output and an audit trail behind it. The same senior team handles your tax and insurance, so questions about controls, data and coverage get answered in one room.

AI engagements are led by Numair Khan, Partner.

01

Accounts payable automation

Reading invoices and statements, proposing coding and approvals, and routing exceptions to the right person.

02

Reconciliations

Matching bank and account activity, flagging exceptions and drafting reconciliation support for review.

03

Finance workflows

Approvals, close checklists and hand-offs between people and systems, automated so work moves without chasing.

04

Reporting and variance commentary

First drafts of monthly variance explanations and management-report narrative, built from your actual numbers.

How an engagement runs
Step 01

Assess

Map where finance hours go, choose the workflows worth automating, and measure today’s cycle time.

Step 02

Pilot

Automate one workflow inside your existing accounting system or ERP, with a reviewer on every output.

Step 03

Scale

Document controls and access, train the team, and move to the next workflow.

Step 04

Ongoing

Track throughput and error rates against the baseline.

Consulting service areas

Practical, senior advisory
for real challenges.

Fractional finance leadership, operational consulting, deal advisory, and a growing AI & automation practice for modern finance teams.

Fractional CFO and controller services for companies that need senior finance leadership without a full-time hire. A senior RSK advisor owns reporting, budgeting, forecasting and cash flow, produces board-ready financials, and works part-time or by project, as the business needs.

Typical work
  • Board-ready financials and KPI reporting
  • Budgets, forecasts and cash-flow planning
  • Investor-grade analysis
  • Coordination with RSK’s tax and insurance teams

Outsourced accounting and bookkeeping services for Houston companies that have outgrown a part-time bookkeeper but aren’t ready for a full in-house team. We run payables, receivables, payroll and reconciliations, close the books every month, and keep the general ledger ready for tax, lenders and diligence. Call when the close is slipping or a key person leaves.

Typical work
  • Accounts payable and receivable
  • Payroll
  • Bank reconciliations
  • Month-end close
  • General ledger maintenance

Management reporting and financial modeling for owners, leadership teams and investors who need numbers they can act on. We build reporting packages and KPI dashboards around how you run the business, explain the variances each month, and model decisions before you make them. Call when the monthly numbers arrive late or a board or lender asks for more.

Typical work
  • Custom management reporting
  • KPI dashboards
  • Monthly variance analysis
  • Financial modeling for leadership and investors

Business process improvement for finance and accounting teams whose month-end close and daily work depend on workarounds. We map how work moves today, redesign the steps, approvals and hand-offs, and document the new process so it holds when people change. Call when the close keeps running long or the same errors keep coming back.

Typical work
  • Workflow assessment and mapping
  • Month-end close redesign
  • Finance and operational workflow redesign
  • Process documentation

Related: AI & automation for finance

Accounting system and ERP implementation for companies moving off spreadsheets or outgrowing their first system. We help you select the platform, then configure it, move your data and connect your reporting, whether that is QuickBooks, Sage, NetSuite or a larger ERP. Call before you sign with a vendor, or when an implementation has stalled.

Typical work
  • System selection
  • QuickBooks, Sage and NetSuite implementation
  • ERP implementation and data migration
  • Reporting tool setup

Financial due diligence and quality of earnings analysis for buyers, sellers and companies raising capital. We test whether reported earnings hold up, model the working capital a deal will need, and plan the integration after closing. Call when you prepare for a sale, evaluate a target, or a lender or investor asks for a quality of earnings report.

Typical work
  • Quality of earnings (QoE) reports
  • Financial due diligence
  • Working-capital modeling
  • Integration planning for M&A and capital raises

Related: Transaction tax advisory

Audit readiness and SOX compliance support for companies facing a first financial statement audit or new reporting requirements from lenders, investors or regulators. We prepare the schedules and support auditors ask for, document controls, and help with regulatory filings and governance. Call several months before fieldwork begins, not the week it starts, or when a lender or investor first asks for audited financials.

Typical work
  • Financial audit preparation
  • SOX compliance and controls documentation
  • Regulatory filings
  • Governance

Strategic planning for owners and executive teams deciding where to grow and how to fund it. We bring a finance-led view to growth strategy, market entry and capital allocation, and help shape the organization to carry the plan. The work draws on your actual numbers and is coordinated with RSK’s tax and insurance teams. Call when you set a multi-year plan, choose between investments, or consider a new market.

Typical work
  • Growth strategy
  • Market entry
  • Capital allocation
  • Organization design
  • Long-term planning

Outsourced fund administration for private equity, venture capital and real estate managers who want accurate investor reporting without building a back office. As your private equity fund administrator, we calculate NAV, keep the fund’s books, and handle capital calls, distributions and investor statements. Call at fund launch, when changing administrators, or when investor reporting is pulling your team away from deals.

Typical work
  • NAV calculations
  • Fund accounting
  • Capital calls and distributions
  • Investor reporting

Related: Private equity & fund managers

AI automation consulting for finance and accounting teams, applied one process at a time with a person reviewing every output. We automate accounts payable, reconciliations and the finance workflows that connect them, and draft reporting for your team to review. Call when your team spends more of the close moving data than reviewing it.

Typical work
  • Accounts payable automation
  • Bank and account reconciliations
  • Close checklists, approvals and hand-offs
  • First drafts of reporting and variance commentary

Related: AI & automation for finance

Ready to scale the back office?