R2 Advisors

Financial control, built around how your organization works.

R² brings accounting, reporting, cash, tax and financial systems into one connected structure, so leaders can see where the organization stands and what requires attention.

For organizations whose financial complexity has outgrown the structure supporting it.

The numbers are there. The full picture may not be.

The reports arrived before the meeting. Three people still had three different explanations for cash.

  • Reports arrive. Questions remain.
  • Cash is visible. Commitments are harder to see together.
  • Growth has made performance more difficult to explain.

These are not always accounting problems.

They are often signs that the financial structure no longer reflects how the organization operates.

Financial control is the system of records, responsibilities, reviews, evidence and decisions that makes financial information dependable.

Establish control. Maintain it. Extend it when
the stakes rise.

Where R² begins depends on what has changed, what can already be relied upon and what leadership needs next.

Maintain Control

The recurring center of the R² relationship

Keep accounting, reporting, cash, revenue and financial responsibilities connected month after month.

Managed Financial Control

Keep one financial picture dependable.

Managed Financial Control is R²’s recurring financial-control relationship. It brings managed accounting, reporting, cash visibility, revenue control and financial oversight into one structure, so leaders are not rebuilding the financial picture every month.

See how Managed Financial Control works

A monthly financial control review

What changed
Revenue increased, led primarily by two locations.
What can be relied upon
Cash, debt and payroll are reconciled through period end.
What remains open
Three matters remain, each with an owner and expected resolution date.
What leadership needs to decide
Confirm the treatment of intercompany activity before reporting is finalized.
Illustrative excerpt. The scope and format are shaped around the organization.

Built for organizations where complexity is part of the operating model.

Complexity can come from contracts, grants, capital, projects, entities, programs or locations. R² organizes the work around those operating conditions.

Specialized expertise Government ContractorsNonprofits & Grant-Funded Organizations

Explore operating environments

A client situation

One consistent financial review across every location.

What was getting in the way

Information existed.
The picture didn’t hold together.

Accounting, payroll, billing and operating information were maintained in separate systems. Before making a decision, leadership still had to reconstruct the financial picture.

What R² put in place

One dependable basis for review.

R² established ownership, recurring reconciliations, close procedures, location-level reporting and a process for keeping unresolved matters visible.

What leadership could finally do

Leadership could compare locations from one consistent review, rather than reconstructing the numbers before each decision.

Client details have been generalized to protect confidentiality. The work shown is real; results will differ by organization.

Questions before we begin

Where does an R² engagement usually begin?

It depends on what has changed. Some engagements begin with a Diagnostic, stabilization or transformation. Others need Managed Financial Control from the outset. Tax, CFO and governance work can be engaged when a specific decision requires them.

Can R² work alongside our existing accounting team?

Yes. R² can assume specific responsibilities, work alongside an internal team or provide capabilities the organization does not yet have. The division of responsibility is defined at the beginning of the relationship.

Is Managed Financial Control the right starting point for every organization?

No. If the records or systems need repair first, the work begins with Establish Control. If a specific tax, financing or governance decision is the issue, it can begin there. Managed Financial Control fits when leadership needs agreed financial responsibilities maintained month after month.

Can Tax or CFO Advisory be engaged separately?

Yes. Tax Strategy & Compliance, Strategic CFO Advisory and Risk & Governance can be engaged on their own or alongside an existing R² relationship. When R² already maintains the financial picture, the work begins with records and responsibilities that are already organized and current.

Tell us what changed.

You do not need to determine which service you need before contacting R². Tell us what has become harder to understand, manage or explain. We will determine where the work should begin and whether R² is the right firm to take responsibility for it.

A senior member of our team reviews your message and helps determine where the work should begin.