How we work
Cross-functional squads that turn finance complexity into confident decisions.
Every OG2 engagement pairs experienced tax leaders, controllers, analysts, and agentic engineers inside one pod that operates on your cadence—so you keep momentum while unlocking new leverage.
Engagement Rhythm
We design every initiative around three repeatable phases.
Discovery & Diagnostics
Within the first ten business days we audit your tax position, close cadence, data stack, and workflow tooling. The output: a prioritized roadmap with measurable targets and risk mitigation steps.
Design & Delivery
Our pod executes in two-week sprints, pairing process reengineering with automation buildouts. Every sprint ends with demos, documentation, and updated KPI dashboards to keep stakeholders aligned.
Operate & Optimize
We embed alongside your team to manage the close, monitor compliance, and tune agents as volume scales. Quarterly business reviews capture ROI, adoption, and new opportunities.
Pod Composition
Specialists aligned to every critical finance lever.
Lead Tax Strategist
Owns tax workstreams, navigates regulatory shifts, and drives proactive planning.
- Structures and maintains tax roadmap
- Interfaces with auditors and regulatory bodies
- Partners with legal and finance leadership
Controller & Analysts
Deliver predictable close cycles, actionable reporting, and scenario modeling.
- Own GL, revenue recognition, and controls
- Produce board-ready insights and dashboards
- Build forecasts and support strategic planning
Agentic Architect
Designs and governs finance-specific automations with human-in-the-loop oversight.
- Maps candidate workflows and success metrics
- Builds secure integrations and LLM prompts
- Monitors drift, exceptions, and compliance
Governance
Transparency and accountability at every step.
Operating Canvas
Every engagement launches with a shared canvas outlining KPIs, communication channels, and escalation paths.
- Weekly executive dashboards
- Sprint demo recordings
- Risk register with live status
Controls & Compliance
We maintain auditable documentation and change logs across tax filings, reconciliations, and automations.
- Role-based access and approvals
- Automated policy adherence checks
- Continuous compliance monitoring
Client Perspective
“OG2 gave us a finance command center that scales with every new market we enter.”
— CFO, global SaaS platform
“They rebuilt our close process, aligned tax strategy across five jurisdictions, and automated vendor onboarding. What impressed me most was the rigor—every sprint delivered exactly what was promised, with zero surprises.”
Chief Financial Officer · Global SaaS Platform