OUTSOURCED CFO · CONTROLLER · ACCOUNTING & ADVISORY
Clarity for the financial work that can’t wait.
Calibrate provides senior-level accounting and finance support when the close is slipping, the audit is consuming the team, leadership needs a clearer view of cash, or the finance function simply needs someone experienced to step in.
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BASED IN BOISE · WORKING REMOTELY ACROSS THE U.S.
When companies call
The finance function is under pressure. The next move needs to be right.
Sometimes the team knows exactly where the pain is, but nobody has had the time to step back and fix it. The close keeps stretching. The same spreadsheets get rebuilt. The audit request list grows while everyone still has a business to run. Leadership has reports, but not always the answer it needs.
Calibrate helps connect the pieces, separate necessary rigor from expensive habit, and get the work pointed at the decisions that matter.
“That’s how we’ve always done it” is sometimes the most expensive sentence in accounting.
Experienced help, applied where it’s needed.
Leadership, accounting, reporting and decision support — applied where the finance function needs it most.
Finance Leadership
Senior finance leadership when you need the experience without a full-time hire — or when a CFO or Controller gap needs to be covered.
Typical situations
Need senior finance guidance without a full-time hire · Controller or CFO departure · Close instability · Board or Finance Committee reporting · Finance-team transition · Temporary leadership gaps
Accounting & Reporting
Close, reporting, technical accounting, and the underlying work that needs to be right before the numbers can be useful.
Typical situations
Slow or inconsistent close · Financial cleanup · Revenue recognition (606) · Leases (842) · Business combinations (805) · Reporting-process improvement
Audit, Controls & Systems
Audit readiness, controls, process documentation, and systems work that reduces recurring fire drills.
Typical situations
Upcoming audit · Control gaps or remediation · Process documentation · ERP selection or migration · Reporting-system transitions
Planning & Decision Support
Cash forecasting, budgeting, KPIs, and financial analysis that help leadership understand what changed, what matters, and what happens next.
Typical situations
Cash-flow visibility · Forecasting · Budgeting · KPI design · Management reporting · Financial deep dives
HOW CALIBRATE WORKS
Good finance work should make the business easier to understand, not harder. Calibrate brings technical rigor, direct communication, and enough curiosity to ask whether the work still makes sense.
More than two decades across accounting, finance and advisory.
His background spans Grant Thornton, corporate financial reporting and SEC compliance, technical accounting, fractional CFO/controller work, audit readiness, internal controls and finance-system transitions.
Calibrate is deliberately independent and hands-on. Clients work directly with Chad, with senior-level support built around what the business actually needs—not layers, handoffs, or a predefined service model.
WHAT THE WORK LOOKS LIKE
What working with Calibrate can look like.
Understand the numbers
Know what changed, why it changed, and what deserves attention.
Improve the machinery
Fix closes, reconciliations, reporting, handoffs, and processes that create unnecessary work.
Look ahead
Turn accounting information into forecasts, decisions, and a clearer view of what comes next.
The work varies by company. The objective doesn’t: make the finance function more useful, understandable, and dependable.
HOW CALIBRATE HELPS
Experienced finance help, without building a bigger finance department.
You may already have a bookkeeper, a tax CPA, an internal accounting team — or some combination of all three.
Calibrate steps in when you need experienced finance leadership to make the accounting clearer, more reliable, easier to operate, and more useful for decisions.
A few questions you may already be asking
I already have a CPA and a bookkeeper. Why would I need Calibrate?
When does outsourced CFO or Controller support make sense?
Do you replace my existing accounting team?
What if our books are messy?
What does a typical engagement look like?
Do you work only with companies in Boise?
Do you prepare taxes or perform audits?
Does Calibrate use AI?
WHAT THIS LOOKS LIKE IN PRACTICE
Different problems. Same objective: make finance work better.
When reporting needs to be easier to trust
THE SITUATION
A regulated quarterly reporting process relied heavily on printed trial balances, manual rekeying, and sequential handoffs. Late accounting adjustments could force substantial portions of the reporting process to be repeated.
WHAT CHANGED
The process was rebuilt around a central trial balance feeding integrated financial statements and supporting schedules. Accounting adjustments, cross-schedule validation checks, and explanations for unusual items were built directly into the reporting structure.
RESULT
The reporting became substantially easier to refresh, trace, review, and explain. Late adjustments no longer required rebuilding large portions of the reporting package, and key control checks became part of the process itself.
When more precision isn’t more useful
THE SITUATION
A large organization was spending significant time every month on an accrual process built around an exceptionally low materiality threshold. Important process knowledge also lived partly in handwritten notes and with one long-tenured employee.
WHAT CHANGED
The threshold was revisited with finance leadership, process knowledge was moved into the supporting workbook, and the underlying Excel work was simplified and documented.
RESULT
The process became more practical, maintainable, and less dependent on knowledge living with one person — without sacrificing useful financial accuracy.
Turning reports into understanding
THE SITUATION
Leadership received recurring financial reports but rarely engaged with them. Management had limited internal finance support and initially found budgeting and financial models intimidating.
WHAT CHANGED
Financial reporting was paired with plain-language explanations tied directly to the numbers, while budgeting discussions connected operating assumptions such as staffing, pricing, and volume to their financial impact.
RESULT
Management moved from primarily receiving financial information to participating in it — working with assumptions, connecting operating changes to financial outcomes, and asking better questions.
When the business needs someone to step into the seat
THE SITUATION
A growing company needed more than project-based technical advice. The finance function required hands-on support across daily accounting, payroll, complex accruals, month-end close, internal reporting, and external financial reporting.
WHAT CHANGED
Experienced accounting leadership became embedded directly in the function, taking responsibility for substantial portions of the day-to-day accounting and reporting while improving inherited workpapers, documentation, and traceability.
RESULT
The company gained experienced finance support inside the work itself rather than an outside advisor simply handing management a list of recommendations.
Let’s make the next move the right one.
Bring the problem as it is. We can start with what’s happening, what matters now, and what would actually help.
Calibrate Accounting & Advisory
Useful. Human. Clear.