Case Study - Running financial operations and the digital stack for an investment firm
An ongoing engagement covering Cortina Capital’s full financial operations — bookkeeping, reporting, tax — and their digital infrastructure. Quarterly reviews built in.
- Client
- Cortina Capital
- Year
- Service
- Fractional CFO, Finance Ops, Tech Stack Management
Overview
Cortina Capital is an investment firm. Their requirement was senior financial and operational management as a continuous engagement — not a periodic accountant relationship and not a series of one-off projects.
We run their financial operations end-to-end: daily transaction recording, month-end reconciliations, financial reporting, cash flow analysis, and annual tax preparation and strategy. We also maintain the firm’s complete technology stack — productivity tools, document management, and digital infrastructure.
The partners and investment team operate without back-office overhead.
What we did
- Financial Management & Bookkeeping
- Tax Preparation & Planning
- Financial Reporting & Analysis
- Tech Stack Management
- Digital Infrastructure Maintenance
- Compliance & Documentation