We connected with Alto just as they had launched their premium car ride service in Dallas.  They were quickly growing (and still are) and had outsourced the accounting responsibilities to a nationally recognized company, but were just not receiving the premium support they felt they deserved.  Closing the books was a long, painful process each month, and the financial reporting left a lot to be desired.  They needed a company that was more nimble and could keep up with their pace, able to navigate the complexities of a multi faceted company, while maintaining accuracy.


We currently manage all aspects of Alto’s accounting – including: daily accounting and bookkeeping, coding transactions, bill pay, financial reporting, audit support, technical accounting guidance, taxes – what else?

Since we have been working with Alto we have:

  • Restructured their financial chart of accounts to better reflect how they run the business

  • Migrated their accounting software to better match their needs 

  • Partnered with them to quickly launch a premium food delivery service in April 2020

  • Onboarded new additional markets they operate in

  • Sped up closing from 30 days to 5 days

What we did

  • Bookkeeping
  • Taxes
  • Accounting
  • Financial reporting
  • Bank liason
  • Cash flow forecast
  • Product profitability
  • Strategic business reviews

Outcomes and Accomplishments

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