Capabilities & Execution Overview — 2026
RouteOne
Consultancy

Strategic Finance & Operational Clarity — Transforming back-office chaos into scalable enterprise value.

$300M+
Exits Advised
$400M+
Budgets Managed
$175M+
Capital Raised
$250M
PE Audit Post-Merger
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About Us

Strategic Finance &
Operational Clarity

RouteOne is a strategic finance, accounting, and operational advisory firm supporting businesses through inflection points, M&A activity, back-office transformation, and scalable growth. Led by seasoned operators with experience in accounting infrastructure design and operational control.

"Our work is outcome-driven, deeply integrated, and tailored for long-term impact — delivering ROI, stability, and support from day one."

Outcome-Driven Support
Structured around measurable financial impact — not activity, not hours, but results that move the needle.
Integrated Partnership
We embed deeply into your business, becoming the operational core of your finance function — not a vendor on the sideline.
Long-Term ROI
Sustained value creation — day-one stability through to premium exit readiness.
Day-One Stability
Structured onboarding, documented SOPs, and immediate team integration — zero downtime, full accountability from kickoff.
01Our Leadership Team
MB
Founder, Managing Partner
Mitch Bhatia
CPA (inactive), finance executive. Calm oversight, trusted reporting, and the strategic anchor behind every client engagement.
DG
Partner
Dean Golder
Strategic finance leader specializing in M&A, capital raises, exits, and client solutions. Primary contact for complex engagements.
SD
Partner
Sidharth Dugar
Chartered Accountant. Operations and execution expert overseeing global delivery teams and process standardization across client portfolios.
JB
President
Jaan Bhatia
Operational management with hands-on expertise in building scalable systems and processes. Drives internal infrastructure and client tooling.
JD
Director
John Dalton
Leads client engagements, CFO advisory, and strategic partnership support. Deep experience in executive-level financial relationships.
—Extended Team
›Big Four backgrounds, Fortune 500 audit experience — 5 to 15 years across the bench
›Expertise across U.S. GAAP, IFRS, and global tax standards
›Specialization in e-commerce, SaaS, consumer, manufacturing, and professional services
›Deep skills in close, reporting, dashboards, cash flow, and ERP migration
02What We Deliver

End-to-end financial operations and strategic growth support — from day-to-day bookkeeping to complex M&A readiness.

01
Core Accounting & Finance
AP: vendor onboarding, invoice processing, payment scheduling
AR: invoicing, collections, client follow-up, aging reports
Payroll: U.S. and international administration & compliance
GL Reconciliations: bank, credit card, intercompany, accruals
Month-End Close: JE prep, workpapers, flux, financial statements
02
Fractional Back Office
AP/AR, billing, reconciliations, month-end close
U.S. and international payroll processing
GL cleanup and accrual adjustments
Financial reporting: P&L, Balance Sheet, Cash Flow
SOP documentation and internal control setup
QBO / Xero / NetSuite integrations
Audit prep, working papers, year-end coordination
03
Controller Services
Oversight of internal staff or standalone controller
Variance analysis, margin reviews, consolidation support
Internal controls, SOP documentation, process optimization
Commission modeling, margin analysis, cost allocation
Systems: QBO, NetSuite, Zoho, Xero, Excel automation
04
Fractional CFO, FP&A & Strategic Finance
Strategic planning and forecasting
Scenario modeling and board decks
KPI development and performance management
Operating model design
Fundraising and investor support
M&A and diligence readiness
Cash runway planning and use-of-funds modeling
05
Audit Support & Diligence Readiness
PBC list prep, tie-out schedules, audit-ready financials
ASC 606 revenue recognition, lease accounting, goodwill testing
Working paper preparation and technical accounting memos
Direct audit firm coordination and issue resolution
Post-audit remediation and process improvement
06
M&A / Pre-Exit & Systems
QoE prep, GL cleanup, EBITDA normalization
Strategic modeling to support valuations
Post-close integration and synergy tracking
Process automation in Excel and Google Sheets
System integrations with payroll, AP, and AR tools
ERP transition support and documentation
How We Work With Clients

Embedded. Flexible. Scalable.

U.S. Oversight
RouteOne partners (Dean & Mitch) stay involved throughout the engagement — not just at kickoff. Senior accountability on every file.
Dedicated Teams
Clients have a consistent team with daily or weekly communication. No handoffs to junior staff without senior oversight.
Process-Centric
We document everything. SOPs, workflows, and responsibilities are clearly defined during onboarding and maintained throughout.
Client-Facing Access
Our teams use your tools — QuickBooks, Slack, GSuite, MS Teams — and can operate under white-labeled email accounts when needed.
Real-Time Responsiveness
U.S. overlap coverage ensures our teams are available for reviews, approvals, and reporting at all times — not just scheduled check-ins.

"Our goal is to become the operational core behind finance — letting controllers, CFOs, and owners focus on strategic decisions while we keep everything else moving with reliability."

03Industry Coverage
Media & Entertainment
SaaS & Technology
Consumer Products / DTC / Distribution
Professional Services
Manufacturing
Hospitality & Retail
04Deal Client Profile

We partner at inflection points — scaling, preparing for exit, or navigating post-merger complexity.

›Businesses with $2M–$50M in revenue at a critical inflection point
›PE/VC-backed companies preparing for audit, diligence, or growth
›Founder-led companies scaling or navigating operational complexity
›Advisory firms needing back-end execution and white-labeled support
›Startups and sole proprietors needing cost-effective, reliable accounting infrastructure and fractional finance leadership from day one
05Track Record & Results
$300M+
In exits advised
$400M+
Budgets managed
$175M+
Capital raised
$70M+
Production company turnaround
$5→$55M
Apparel company growth from seed to scale
$45M
CPG audit readiness engagement
$20M
SaaS IFRS audit support → $30M raise
$250M
PE-Backed audit post-merger — 9 entities, 3 ERPs

Big Four backgrounds · Fortune 500 audit experience · Deep U.S. GAAP / IFRS proficiency across every engagement

06Why RouteOne
Exit-Oriented Financials
We build financial infrastructure with the end in mind — clean books, normalized EBITDA, and investor-ready reporting that maximizes enterprise value at every stage.
System Agnostic & Tech Forward
QBO, NetSuite, Xero, Zoho, or custom stacks — we operate across all major platforms and layer in AI-assisted workflows to drive efficiency without disruption.
Cost-Effective Scalability
Our global delivery model delivers Big Four quality at a fraction of the cost — with U.S. oversight ensuring compliance, clarity, and rapid responsiveness.
We Are Operators
Not advisors who hand off memos. We identify the opportunity, build the engine, and stay embedded through deployment. Partners involved from kickoff to close.
Design
Build
Deploy
Let's Connect

Build your path to
clarity & scale.

Stop letting back-office bottlenecks dictate your growth. Let RouteOne become the operational core behind your finance function.

Primary Contact
Dean Golder
Partner, Route One Advisory
+1 (774) 563-0803 routeoneconsultancy.com
Let's build your path to clarity, scale, and premium valuation.