ACTA CFO

Clear direction.
Accountable execution.

A named finance leader brings judgment to your numbers and ownership to the work. Artificial intelligence and automation support delivery while we prepare your incoming controller to lead the function.

When the function needs more

Leadership for the work ahead.

01

A leadership gap

Keep finance responsibilities visible while you establish the function your next controller will inherit.

02

More complexity

Bring reporting, cash needs, and recurring work into a clearer set of priorities as the business grows.

03

A transition to make

Give an incoming controller the systems, documented processes, and training to take ownership.

What leadership delivers

Greater certainty starts with clear responsibility.

The engagement defines the work. Your ACTA finance lead owns the agreed responsibilities and the review behind them.

Close and reporting

Coordinate the close, review the results, and oversee the financial statements and reporting your business needs.

Cash and priorities

Use a rolling cash forecast and financial information to identify what needs attention and inform the next decision.

Board and lender requirements

Bring accountability to reporting packages and the supporting calculations, with consistent definitions across deliverables.

A function your team can run

Document recurring work, establish review responsibilities, and train your new controller to operate with the platform.

Human expertise + AI + automation

More capacity for judgment.

The platform supports recurring execution. The finance lead interprets the results, reviews exceptions, and remains accountable for decisions.

Define the work

The team captures the process and confirms the rules before automation begins.

Coordinate and execute

AI supports orchestration. Rules-based automation performs the defined tasks.

Review what matters

The finance lead reviews the output and addresses exceptions.

Deliver the record

Reporting and supporting evidence are filed for the people who use them.

See how ACTA AI Platform supports the work →

Built for a handover

Lead today.
Prepare your team for tomorrow.

Your company hires the incoming controller. ACTA trains them on the processes and platform, supports the transition, and agrees the handover with you.

Discovery

Understand

Assess the systems, processes, and infrastructure your finance function needs.

CFO-led assessment

Phase 1

Establish

Put finance leadership and the platform to work together.

ACTA CFO + ACTA AI Platform

Phase 2

Train & transition

Prepare your newly hired controller to lead the function and use the platform.

CFO + AI + controller training

Phase 3

Sustain & advance

Your trained team leads finance with the platform and ACTA support behind them.

AI subscription + customer success

Explore training and transition →

Experienced people

Know who is accountable.

Justin Britt

Justin Britt, CPA, CMA, MBA

Founder & Partner

A portfolio CFO who builds the systems he runs. Group CFO across a private-equity-backed portfolio and the architect of the platform ACTA operates.

Jim Bulger

Jim Bulger, CPA

Partner

A finance transformation specialist. He rebuilt Hungryroot’s accounting into a best-in-class finance department.

Tell us what your finance function needs.

A leadership gap, a reporting challenge, or a controller to prepare. Start with a conversation about your situation.

Start with Discovery