Trusted advisors for modern finance teams. Schedule a discovery call →

Services

Tax, bookkeeping, and agentic workflows built for decisive finance teams.

OG2 brings specialists across tax advisory, full-stack accounting, and automation engineering together to replace disjointed providers with a coordinated, outcomes-first partnership.

Core Disciplines

One partner accountable for every stage of the finance lifecycle.

We embed cross-functional pods that adapt to your operating cadence and deliver clarity, accuracy, and measurable ROI from day one.

Tax Advisory

Strategic tax guidance backed by deep technical expertise and proactive scenario planning.

  • Global tax strategy and structuring
  • R&D credits, incentives, and transfer pricing
  • Controversy support and audit readiness
Talk with a tax partner →

Modern Bookkeeping

Full-service bookkeeping and controller support aligned to growth-stage demands.

  • GL ownership with monthly close management
  • Realtime dashboards and stakeholder reporting
  • Technical accounting and revenue recognition
Map your close process →

Agentic Workflow

AI agents orchestrated with deterministic guardrails to automate high-value finance work.

  • LLM orchestration tuned to finance datasets
  • Secure integrations across your system stack
  • Custom copilots with human-in-the-loop controls
Dive into agentic solutions →

Engagement Models

Designed to flex with your operating cadence.

Whether you need embedded leadership, a co-sourced squad, or a project-oriented strike team, OG2 aligns scope and pricing to the outcomes that matter.

Embedded Pods

Dedicated cross-functional teams embedded within your finance organization.

  • Weekly governance and KPI reviews
  • Shared sprint planning with internal stakeholders
  • Scaling support as your business evolves

Co-Sourced Specialists

Fractional expertise to extend your in-house team for seasonal or complex needs.

  • Controllers, CPAs, and automation architects on demand
  • Structured handoffs with documentation and training
  • Flexible capacity without sacrificing quality

Project Initiatives

Outcome-defined engagements that transform critical finance processes end-to-end.

  • System migrations and consolidation
  • Close acceleration and control remediation
  • Automation roadmaps with ROI modeling

Results

Where client teams see the biggest shift.

80% Faster monthly close
3.2x Average automation ROI
24/7 Global coverage
95% Client retention

Ready to unify tax, accounting, and automation under one accountable team?

Tell us where you need leverage and we’ll assemble the right mix of tax strategists, accounting operators, and agentic engineers to deliver it.