We hope the last few weeks of the year are treating you well and we look forward to the years ahead! Over the last few years, RecBooks365 has been steadily building—from a hands-on fractional controller practice into a broader finance consulting partner—always anchored in helping owners, leadership teams, and CFOs make better decisions.
Our Year in Review
From Edward - Internal Updates
We’ve onboarded three new team members.
We are expanding our expertise beyond the controller seat through RecBooks365 Management Consulting Solutions LP (visit r365.services.)
Website relaunch for our Controller Services side.
We have started laying the foundation for our SE Asia presence.
I’ve recently become an associate member of the Institute of Singapore Chartered Accountants (ISCA) in an effort to familiarise myself with the inner-workings of the accountancy sector in Singapore.
We are actively experimenting with data visualisation, machine learning, and artificial intelligence inside our own finance and reporting environments so that, over time, we can bring clients more bespoke solutions at the intersection of corporate finance, analytics, and operational data.
To support this work, we’ve partnered with a Singapore-based data scientist trained at Nanyang Technological University (NTU), who now collaborates with our firm on applying advanced analytics and AI concepts to real corporate finance questions—things like forecasting, margin analysis, and working capital optimisation.
We celebrated the graduation of one of our key interns: Mr. Jonathan Steiger from Clemson University. He’s received his BS in Financial Management. He has been an asset to the team—taking full ownership running the accounting function of our smaller $5m client.
Alongside these internal milestones, we’ve been deeply engaged in helping our clients grow.
New Look, Bigger Vision: Website Launch for Controller Services
We’re excited to have launched a refreshed website for our Controller Services offering, making it easier to understand how we support your finance function. Visit recbooks365.ecollholdings.com to learn more about how we partner with companies to stabilise, professionalise, and scale their finance operations.
Client Success Highlight
We started working with a client in the healthcare space in 2024. The year 2025 has been another great year for her! We have supported her business achievement of 53% year-over-year revenue growth as the business edges towards eight-figure annual revenue.
How we supported their team (and how we can support you/your clients):
Systems & Visibility
Implemented key, integrated systems, moving away from Google Sheets.
Supporting the technical roll out of key operational systems from a finance perspective, and leveraged the operational data from these systems in the financials.
Establishing the finance framework for departmental accountability.
Unravelled margin to provide insights and to help the leadership team understand key drivers leading to better pricing decisions.
Established a robust month-end close cycle.
Risk & Controls
Tightened key risk areas regarding finance and operations.
Drove down AR from all-time highs.
Tightened AP processes, introducing approval workflows and modern spend management solutions.
Improved visibility around cash flow, enabling our Client to better manage her cash position and runway throughout the year.
People & Leadership
Supported, trained, hired, and developed key accounting staff—some of whom are progressing into managerial roles.
Empowered the CEO and leadership team to execute with more information available by mirroring the ops into the financials.
Introduced key partners to help with tax strategy and risk management.
It’s been busy for us and we are continuing a busy close-out of the year! I look forward to catching up with you next year—please don’t hesitate to reach out if we can help.
About RecBooks365
What We Do
RecBooks365 Management Consulting Solutions LP is a finance-focused advisory firm that supports growing and mid-market companies with CFO-level and operational finance services. Our team provides strategic financial planning, performance analysis, risk management, and operations management for companies seeking to improve profitability and control. The firm also supports areas such as corporate finance, corporate accounting, accounting operations, back-office support, and M&A integration work.
Who We Serve
The practice typically targets growth-stage and mid-sized companies, often in the 20–200 employee range and roughly 10M–350M in annual revenue. Industry focus includes manufacturing, distribution, professional services, IT, healthcare/medical devices, and energy, with an emphasis on businesses facing complexity in operations and financial reporting.
RecBooks365 has roots and operations in Houston, serves clients across the US, and maintains a parallel presence in Singapore for Asia-Pacific work.
Connect With Us
Management Support Services: r365.services
Corporate Finance Support Services: recbooks365.ecollholdings.com
How did we do?
As a person who is very big on staying true to his word this newsletter presents a great opportunity to keep in touch with you. I have met so many wonderful, talented individuals over the last few years. Many are out there giving it their all, and I have really come to appreciate the grit and resilience of those grinding it out on a daily basis. To you, I say: ‘don’t give up, control what you can control, and adapt to that which you cannot control—and use it to your advantage.’
I would love to hear where you are and what you are doing since we last connected. Hit reply and let me know where you are and what you’re working on. Likewise, if you know of someone in your space planning big moves with their business in 2026, or someone who may simply need a finance reset, please reply or pass along our contact so we can discuss a controller/CFO roadmap.
I look forward to hearing from you!
Respectfully,
Edward Collins-Fanner
Edward Collins-Fanner, CPA
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