From day-to-day bookkeeping to CFO-level strategy — every engagement is tailored to where your business is and where it's headed.
Monthly Close & Financial Reporting
A clean, timely close and financial statements you can actually use — delivered to you, not chased down.
- Full month-end close process managed start to finish
- Board-ready P&L, balance sheet, and cash flow statements
- Variance commentary so you know why the numbers moved
You'll finally know exactly where your business stands — every single month.
Cash Flow Management & Forecasting
See what's coming before it hits. A rolling cash flow model that keeps you ahead of every crunch.
- 13-week rolling cash flow forecast, updated weekly
- Scenario modeling for major decisions and seasonal swings
- Early warning system for shortfalls — weeks, not days, in advance
You'll never be blindsided by a cash crisis again.
Budgeting & Financial Planning
Budgets that drive decisions — not binders that collect dust on a shelf.
- Annual operating budgets built with your leadership team
- Monthly budget-vs-actual variance analysis with action items
- Rolling forecasts that adapt as your business changes
You'll have a financial roadmap that actually gets used.
Accounting Team Oversight
We manage your bookkeepers and accounting staff so you don't have to — and catch errors before they compound.
- Supervision, training, and quality control for your existing team
- Process documentation and workflow optimization
- Hiring support when it's time to grow the finance function
You'll have an accounting team that runs like a well-oiled machine.
Systems Implementation & Cleanup
Your accounting software should work for you. We'll make sure it does — or find one that will.
- QuickBooks, NetSuite, Xero, and Sage — evaluation, setup, and migration
- Chart of accounts restructuring and cleanup
- Integrations, automation, and workflow streamlining
You'll have a financial system that's clean, fast, and built to scale.
CFO-Level Strategic Support
Senior financial thinking for the moments that matter most — without the senior financial salary.
- Unit economics, margin analysis, and pricing strategy
- Investor-ready reporting, bank covenant compliance, and lender relations
- Scenario modeling for acquisitions, expansion, and capital decisions
You'll walk into every big decision with the numbers to back it up.
Full-Charge Bookkeeping
Accurate, up-to-date books — every account reconciled, every transaction where it belongs, every month.
- Accounts payable and accounts receivable management
- Bank and credit card reconciliations — monthly, no exceptions
- General ledger maintenance and journal entries
You'll have books you can actually trust — not a black box you're afraid to open.
Payroll Processing & Support
Payroll that runs on time, every time — with the compliance details handled so you don't have to think about them.
- End-to-end payroll processing and direct deposit coordination
- Payroll tax filings and year-end W-2 / 1099 preparation
- PTO tracking, benefit deductions, and new hire onboarding support
You'll stop worrying about payroll and start focusing on running your business.
Sales Tax Filing & Compliance
Multi-state nexus, changing rates, filing deadlines — we'll keep you compliant so you stay focused on revenue.
- Sales tax registration and nexus analysis across all states
- Monthly, quarterly, and annual return preparation and filing
- Audit support and exemption certificate management
You'll never miss a sales tax deadline — or overpay because your setup was wrong.
Catch-Up & Cleanup Bookkeeping
Behind on your books? We'll dig in, sort it out, and get you back to current — no judgment, just results.
- Full historical reconstruction of transactions and reconciliations
- Uncategorized transaction cleanup and reclassification
- Chart of accounts restructuring for clarity and accuracy
You'll go from "I have no idea where we stand" to clean, current financials.