What does Trackline do?

Trackline provides high-impact financial and accounting support for lower middle market businesses. We specialize in helping private equity-backed companies optimize their finance functions—offering services like forecasting, cash flow management, internal controls, financial reporting, and system integration.

What types of businesses do you work with?

We work primarily with lower middle market companies, particularly those owned or backed by private equity sponsors. These businesses are often in a growth phase and need financial structure and strategic support without the cost of building a full in-house finance team.

Are you a CPA firm?

While our leadership includes experienced CPAs, Trackline is not a traditional public accounting firm. We don’t offer tax preparation or audit services. Instead, we act as an embedded financial operations partner—helping you manage the day-to-day and big-picture financial needs of your business.

What services do you offer?

Our services include:

• Financial planning & forecasting

• Cash flow & working capital management

• Internal controls & compliance

• Accounting oversight & month-end close support

• Payroll coordination

• Financial modeling & reporting dashboards

• System integration and automation

• Strategic decision support

Do you work on-site or remotely?

Most of our work is done remotely, allowing us to stay lean and responsive. That said, we do collaborate closely with your internal teams and are available for in-person support when needed—especially during critical transitions or transactions.

Do you offer fractional CFO services?

Yes. We provide fractional CFO and controller-level support depending on your needs. This gives you executive-level financial insight and leadership without the cost of hiring a full-time team.

Can you help prepare us for a transaction or an audit?

Absolutely. We specialize in helping companies prepare for private equity transactions, board reviews, or audits. Our team ensures your books, systems, and reporting are investor-ready and backed by strong internal controls.

How quickly can you get started?

We move fast. Once we understand your needs and align on scope, we typically begin onboarding within a week. Because we operate like a pit crew—fast, focused, and built for precision—you’ll see traction quickly.

How much do your services cost?

Our pricing depends on the scope and complexity of your needs. We offer flexible engagement models, including project-based work, ongoing monthly support, or fractional leadership roles. Let’s talk and we’ll put together a tailored plan that fits your stage and goals.

Why Trackline?

Because you don’t need just another accountant—you need a strategic partner that delivers structure, speed, and clarity. We act like a financial pit crew for your business, making sure every part of your financial engine is running at peak performance.