One thread
Questions go to your finance lead. No ticket roulette, no re-explaining your business.
Platform · Your team
People own your books. Process keeps them honest.
Every Rio client gets the same three-role structure — so accuracy, context, and judgment each have a named owner.
SA
Senior accountantowns the closeReconciles, reviews, and signs off on every month. Nothing reaches you unreviewed — this is the role that makes the numbers trustworthy.
FL
Finance leadknows your businessYour single point of contact. Learns how your business actually works, answers questions in plain language, and flags what matters each month.
AD
Advisorfor the big callsJoins when stakes rise — budgets, forecasts, fundraising, board prep. Briefed by your own team, so advice starts at the decision.
How working together feels
Real coverage
A team, not a freelancer — holidays and departures don't interrupt your close.
Same-day answers
Routine questions answered within the business day; complex ones get a date, not silence.
3 roles
one accountable unit
Three roles, one accountable unit.
Accuracy, context, and judgment each get a named owner — and they work as one team, not a relay of strangers. You always know who has your books, who knows your business, and who joins for the big calls.
- The accountant who reconciles · the lead who knows you · the advisor for the hard decisions
- Coverage built in — no single point of failure on your books
- Briefed by each other, so nothing gets re-explained
Meet the people first.
Your finance lead joins the first call — start with the humans, not the contract.
Book a free consultation