What we do
Four disciplines. One steady set of numbers.
Every service below is available on its own or bundled into a single monthly engagement, scoped to the size and stage of your business.
01 / Bookkeeping
Bookkeeping & Financial Ops
Your books, closed on time, every month — reconciled, categorized, and reported in language you can actually use to run the business.
- Monthly reconciliations across bank, credit, and merchant accounts
- Clean, categorized general ledger
- Monthly P&L, balance sheet, and cash flow statement
- QuickBooks or Xero setup, cleanup, and management
02 / Advisory
Fractional CFO Advisory
The forecasting, modeling, and board-level reporting of a CFO, scoped to a fraction of a full-time hire.
- 13-week and annual cash flow forecasting
- Budget-to-actual reporting and variance analysis
- Board and investor-ready financial packages
- Pricing, margin, and unit economics review
03 / Payroll
Payroll & Compliance
Payroll that runs quietly in the background — accurate, on time, and compliant across every state you operate in.
- Payroll processing and direct deposit
- Multi-state payroll tax filings
- W-2, 1099, and year-end filings
- Benefits and contractor payment administration
04 / Assurance
Audit & Assurance Support
When auditors or lenders come calling, we prepare the documentation and sit in the room with you.
- Audit-ready documentation and schedules
- Direct liaison with external auditors
- Lender and due-diligence financial packages
- Internal controls review
Not sure which services you need?
Tell us where things stand — we'll tell you plainly what to prioritize.