Tax Advisory
Compliance without compromise, from entity selection through exit planning.
- Federal, state, and international tax planning
- R&D credits and incentive optimization
- Audit defense and controversy support
Tax. Bookkeeping. Agentic Workflow.
Precision finance operations for companies navigating what comes next.
OG2 aligns tax strategy, full-stack bookkeeping, and agentic automation to streamline compliance, reduce risk, and unlock insight for growth-focused organizations.
Trusted by finance leaders at:
- Kinetic Labs
- Aurora Ventures
- Northwind Ops
Featured Agentic Solution
Close automation in 7 days
Custom agent workflows eliminate manual reconciliations, sync edge-case transactions, and surface the exceptions finance teams actually need to review.
- 80% faster month-end close
- Live dashboards for stakeholders
- Audit-ready documentation trail
Capabilities
Integrated support across the finance lifecycle.
OG2 teams blend decades of public accounting experience with operator know-how and bleeding-edge AI agents to deliver clarity from day one.
Modern Bookkeeping
Real-time visibility with reconciliations, reporting, and controls you can rely on.
- Full-service GL management and close
- Advanced revenue recognition frameworks
- Scenario modeling and forecasting
Agentic Workflow
Purpose-built agents orchestrate complex finance processes and surface answers fast.
- Finance-specific LLM orchestration
- High-trust tooling integrations
- Governance and human-in-the-loop design
Our Approach
Cross-functional teams grounded in insight, wired for action.
01
Discovery & Diagnostics
We map your existing finance stack, document process gaps, and surface risk exposure across tax, bookkeeping, and automation in the first ten days.
02
Design & Delivery
Cross-functional pods pair CPAs, financial analysts, and agentic architects to implement best-fit processes, controls, and automations—without breaking your flow.
03
Operate & Optimize
We embed alongside your team, continuously tuning agents, reporting, and tax posture as your business scales into new markets, products, and capital structures.
Agentic Advantage
Agents that understand finance context natively.
Our agentic workflow solutions blend deterministic guardrails with modern LLM orchestration so teams can trust automation across the most nuanced balance sheet challenges.
Purpose-built knowledge bases
We bring your policies, playbooks, and historical data into an audited knowledge graph that agents can rely on with version control and lineage tracking.
Human-in-the-loop by design
Operators approve thresholds, monitor drift, and receive proactive alerts so trust in automation stays high even as volume scales.
Integration without disruption
From NetSuite to QuickBooks to vertical SaaS platforms, we connect agents safely through our secure orchestration layer with full audit logs.
Measurable outcomes
Every engagement defines KPIs—cycle time, accuracy, cost savings—so you know exactly how automation moves the needle for finance and leadership teams.
Insights
Finance teams share how OG2 helps them stay ready.
7 controls to shore up before your next fundraise
Operators outline the cross-functional checklist that de-risks diligence and keeps investors aligned.
Read the playbookHow a global SaaS leader closed books in half the time
Agentic routines paired with a reconciled data foundation drove faster decisions for every business unit.
Explore the case studyThe CFO’s guide to AI governance for finance teams
Our framework for balancing speed and oversight so automation can scale without compromising controls.
View the perspectiveAbout OG2
Purpose-built for finance leaders who expect more from their advisors.
OG2 is a professional services collective serving venture-backed startups, scaling enterprises, and mission-critical operators across industries. Our teams bring the depth of Big Four, the agility of high-growth finance departments, and the innovation mindset of top-tier automation architects.
- Senior advisors averaging 15+ years in public accounting and industry
- Dedicated pods for tax, accounting operations, and automation
- Embedded change management to drive adoption across teams
95%
Client retention
3.2x
Average ROI on automation
24/7
Global coverage
See how OG2 structures teams to support complex finance transformations.
Download capabilities overviewPartners & platforms
- NetSuite
- QuickBooks
- Workday
- Rippling
- Bill.com
- Avalara
Let’s talk
Tell us where you want finance to go and we’ll map the path.
Share a few details and an OG2 advisor will reach out within one business day to align on scope and next steps.
- hello@og2.co
- Phone
- +1 (800) 555-0126
- Offices
- New York · Austin · Remote