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Capabilities

End-to-end finance support, under one roof

Each capability is available standalone or as part of an embedded, cross-functional Finance squad.

Accounting & Bookkeeping

Accounting & Bookkeeping

Outsourced and tech-powered bookkeeping, accounts payable, billing, payroll, and month-end close.

insights icons

Financial Reporting

Income statements, balance sheets, cash flow reports, board-ready presentations, and KPI dashboards.

FP&A and Strategic Finance

FP&A and Strategic Finance

Cash flow forecasting, bottoms-up revenue modeling, scenario planning, and five-year growth projections.

Operational Finance Support

Operational Finance Support

Process automation, controls, budgeting practices, and tech stack integration across your G&A operations.

project

Fundraising Prep

Investor-ready financial models, dashboards, and materials that clearly show performance and potential for your raise.

Corporate Strategy

Corporate Strategy

Align budgets and forecasts with company priorities, model strategic scenarios, and plan long-term enterprise value.

AI & Finance Intelligence

We use AI to make your finance function faster, smarter, and more reliable.

York IE applies AI and automation across reporting, forecasting, workflows, and financial operations to help finance teams work faster, improve visibility, and drive more strategic impact across the business.

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AI in every engagement

Automated reconciliation, anomaly detection, and variance analysis – every finance operator uses AI to reduce manual work and deliver faster, more accurate results.

Built on a modern finance tech stack

Our delivery model combines proven finance playbooks, leading cloud platforms, and AI tooling, giving every engagement a velocity and accuracy advantage from day one.

AI-powered forecasting & modeling

We build intelligent financial models that update dynamically, run scenario analyses at speed, and surface the signals that drive better strategic decisions.

Tech Stack

Deep expertise across
your finance tech stack

We’re fluent in a wide range of financial and reporting platforms, and we integrate financial data
with CRM and operational systems to deliver full visibility across your business.

QuickBooks
QuickBooks
Netsuite
Netsuite
Stripe
Stripe
Bill.com
Bill.com
Carta
Carta
Gusto
Gusto
Avalara
Avalara
Ramp
Ramp
Pulley
Pulley
Google Sheets
Google Sheets
Excel
Excel
Salesforce
Salesforce

Don’t see your stack? We work across many more tools – Ask us about your setup.

The Challenge

The G&A friction points we hear every day

Before companies bring in York IE, they’re usually running into one or more of these:

Challenge
01

Messy or incomplete books

Financial records are out of date, inconsistent, or missing entirely.

Challenge
02

Financial immaturity

Financial gaps can slow fundraising, complicate board conversations, and limit visibility into the business.

Challenge
03

No confidence in the forecast

Assumptions are undocumented, models haven’t been stress-tested.

Challenge
04

Outgrowing spreadsheets and legacy systems

Manual processes and fragile workflows create reporting delays and errors.

Challenge
05

CFO hire is too expensive, too slow

A full-time senior finance hire is a six-figure commitment with a 3–6 month ramp.

Challenge
06

Finance and strategy are disconnected

The financial model doesn’t reflect the company’s growth strategy.

Challenge
07

Fundraise is approaching and the model isn’t ready

Financial model and projections aren’t investor-grade.

Challenge
08

Cash runway is unclear

No reliable view of burn rate, runway, or the key levers that extend it.

Challenge
09

No visibility into what’s driving performance

KPIs aren’t defined, tracked, or tied to decisions.

G&A in Action

Real results from finance engagements

Stay AI
FP&A & Fundraising

$15.1M Series A raised, built on a York IE financial foundation. York IE rebuilt their financial model, growth forecast, and messaging, directly enabling a successful raise led by Telescope Partners.

Read full case study

$15.1M

Total capital raised

Series A

Successfully closed

"York IE helped us establish the financial infrastructure that a rapidly growing company needs to scale successfully in this environment. And we crafted a story around capital efficiency to align with the huge shift happening in the market."

— Josh Rombach, Director of Finance & Operations · Stay AI

Athletes Hospitality logo
Accounting & Financial Reporting

Athletes Hospitality partnered with York IE’s G&A practice to transform its finance function and build a strong foundation for growth.

Read full case study

Clean

Books & reporting

Scale

With confidence

“York IE rebuilt the way we view and manage our financial data. They stabilized our operations, uncovered where we were losing clarity, and created a reporting process that gives us full confidence in the numbers driving our business.”

— Nicholas Daniello, President & CEO · Athletes Hospitality

Vetro
Corporate Strategy & Financial Modeling

York IE rebuilt their financial model and business metrics from the ground up, optimizing for SaaS KPIs, quota modeling, and a bottom-up growth approach.

Read full case study

SaaS

Business transformation

Growth

Model built for scale

“The York IE team leveraged their direct experience as operators not only to advise on how to scale a team to capitalize on market opportunities but also how to minimize risk inherent in any operating model at our growth stage. They helped us transform our business quickly, and the benefit of this work will be felt for years to come.”

— Michaela Goodwin, CFO · Vetro

Engagement Models

Structured to fit how you work and how you grow

York IE G&A engagements are designed to meet you at your current stage, from a focused finance assessment or short-term project to a long-term embedded finance partnership.

Assessment assesment
Finance Assessment

A structured review of your financial systems, processes, and reporting to identify gaps and deliver a prioritized improvement plan. Fixed scope & timeline. 2–4 week turnaround.

  • Fixed scope & timeline
  • Deliverable-based output
  • 2–4 week turnaround
Project project
Project-Based Engagement

Defined deliverables, clear milestones, and a fixed engagement window. Ideal for fundraising models, budget buildouts, or system implementations.

  • Milestone-driven delivery
  • Defined start and end dates
  • Single or multi-function
Subscription subscription
Ongoing Finance Partnership

An ongoing embedded finance relationship – your dedicated York IE team handles monthly close, FP&A, reporting, and strategic review month over month. Most common G&A model.

  • Continuous embedded execution
  • Monthly operating reviews
  • Scales up or down with Bursts
On-Demand Fractional Finance Leadership
Fractional Finance Leadership

Interim CFO, Controller, or Director of Finance coverage. Fundraise or diligence sprints. Board & investor readiness.

  • On-demand capacity scaling
  • Add capabilities or headcount fast
  • No re-contracting required
  • Built into subscription terms
Onshore + Offshore Synergy

U.S.-based strategy. Global finance execution.

U.S.-based CFOs and finance strategists own direction, client communication, and accountability. Full-time York IE finance operators in
Ahmedabad, India handle bookkeeping, reconciliation, and execution.

leadership

Onshore Finance Leadership

U.S.-based CFOs and finance strategists own direction, client communication, and accountability. You always have a named operator responsible for outcomes.

global

Global Finance Operations Team

Full-time York IE finance operators in Ahmedabad, India handle bookkeeping, reconciliation, and execution — operating under the same standards, tools, and playbooks as the U.S. team.

The Team

The G&A operators you’ll actually work with

York IE’s finance team brings together experienced CFOs, FP&A specialists, and accounting professionals, embedded inside your business from day one.

Mike Veilleux
Mike Veilleux

Managing Director, Operating Platform

Business planning & operational leadership

Janelle Gorman
Janelle Gorman

Chief Financial Officer

Strategic finance, FP&A & G&A leadership

Harshita Adusumilli
Harshita Adusumilli

Finance Strategist

FP&A, financial modeling & strategic finance

Bhaumik Shah
Bhaumik Shah

Finance Strategist

Financial analysis, reporting & operational finance

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York IE vs. The Alternatives

Most companies are choosing between
three imperfect options.
York IE is the fourth.

Feature York IE Hire In-House Accounting Firm Fractional CFO
Day-to-day accounting & bookkeeping
Strategic FP&A & forecasting
Board & investor-ready reporting Partial
Operational from day one 2 weeks 3–6 months 4–8 weeks 4–8 weeks
Tech stack implementation Varies
AI-augmented delivery Varies Partial
The Full Platform

G&A works better when R&D and GTM are aligned

Financial discipline compounds when product velocity and go-to-market execution are pulling in the same direction. York IE is the only operating partner that coordinates all three under one roof.

Explore the Operating Platform
Go-To-Market

Go-To-Market

Sell what you build — faster and more efficiently

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Product & Engineering

Product & Engineering

Build faster — with embedded product squads and AI development

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FAQ

Common questions about G&A engagements

Don’t see your question? Ask us about your setup.

How quickly can York IE become operational?

Most G&A engagements are fully operational within 2–4 weeks. Onboarding covers system access, historical data review, and alignment on reporting priorities.

How are you different from a traditional accounting firm or fractional CFO?

Traditional accounting firms focus on compliance and tax. Fractional CFOs often provide oversight but limited execution. York IE delivers both — strategic leadership and hands-on execution.

What if we already have an internal finance or accounting team?

We frequently work alongside in-house teams, taking on specialized projects like forecasting, budget modeling, or process automation. Our approach strengthens your internal capabilities rather than replacing them.

How do you help with fundraising or board reporting?

We build investor-ready financial models, dashboards, and materials. Whether you’re raising capital, preparing for due diligence, or communicating with your board, we ensure your data, metrics, and narrative align.

How do you measure ROI from finance engagements?

Through faster close cycles, improved forecasting precision, stronger cash management, and clearer reporting. Clients often see measurable gains within the first 90 days.

Can we start with one capability and expand?

Absolutely. Many engagements start with a focused project and expand as results compound and trust develops. York IE is designed to grow with your business.

Check out more G&A resources and templates

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  • June 18, 2026
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CEO Lesson From My Father: Answer the Call

A reflection on entrepreneurial responsibility, answering the call, and the mindset of founders who carry ultimate accountability.
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In Startup Building and Backing_ Our Fates are Intertwined
In Startup Building and Backing: Our Fates are…

At York IE, founders, operators, and investors build together. The best startup outcomes happen when fates, incentives, and vision align.

Let’s professionalize
your finance function together.

Talk to a York IE finance operator about what a G&A engagement would look like for your company.

Get Started
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