What we do

Five services. One team that can take the whole financial function off your plate.

Every engagement starts with a clear scope and expands only when your business needs it to — no bloated packages, no paying for what you don't need yet.

Service 01

Bookkeeping & Accounting

Accurate, current books, maintained every month — the foundation everything else in your finance function depends on.

Who it's for

Businesses that need dependable books without hiring in-house, and owners who are done reconciling accounts themselves at midnight.

Problems it solves

Books that are behind, inconsistent categorization, unreconciled accounts, and financial statements you can't trust when you need them.

Services included

• Monthly bookkeeping
• Bank and credit card reconciliations
• Accounts payable / receivable
• General ledger maintenance
• Month-end close
• QuickBooks Online support
• Chart of accounts design

What you receive

• Reconciled accounts every month, on schedule
• Clean, accurate financial statements
• A single point of contact who knows your books
• Books ready to hand off to your CPA at tax time

Service 02

Financial Reporting & Controller Services

Reporting and oversight that keeps your numbers reliable — and turns your books into something you'll actually read.

Who it's for

Businesses with clean books that now need to use the numbers — for planning, for a lender, for a board, or just to run the business with more confidence.

Problems it solves

Reports that don't get read, no visibility into what's actually driving margin, and a close process that depends on one person remembering every step.

Services included

• Monthly financial statements
• Management reporting
• Budget vs. actual analysis
• Cash-flow reporting
• KPI reporting
• Month-end close management
• Internal controls & process improvement

What you receive

• Monthly statements delivered on a set schedule
• A dashboard of the numbers that actually matter
• A managed close with review checkpoints
• Reporting formatted for lenders, boards, or partners

Service 03

Business Advisory & CFO Services

Forecasting, budgeting, and strategic financial guidance that turns your reporting into decisions.

Who it's for

Business owners who have solid reporting in place but want a financial partner in the room for pricing, growth, and cash-flow decisions.

Problems it solves

Growth decisions made on gut feel, pricing that doesn't reflect true margin, and no clear read on whether the business can afford its next move.

Services included

• Cash-flow & financial forecasting
• Budgeting
• Profitability & pricing analysis
• Scenario modeling
• KPI development
• Growth & expansion analysis
• Strategic financial meetings

What you receive

• A rolling forecast you can plan around
• Clear read on what's actually driving profitability
• Standing strategic check-ins, not one-off reports
• A financial sounding board for major decisions

Service 04

Cleanup & Accounting Projects

A one-time engagement to get your books current, correct, and ready for whatever comes next.

Who it's for

Businesses with books that have fallen behind, are switching accounting systems, or are heading into a transition and need the numbers in order first.

Problems it solves

Months (or years) of unreconciled transactions, a chart of accounts that no longer makes sense, and pre-tax-season scrambles.

Services included

• Historical bookkeeping cleanup
• Catch-up bookkeeping
• Chart-of-accounts restructuring
• Reconciliation cleanup
• QuickBooks conversions
• Financial statement reconstruction
• Business transition & onboarding projects

What you receive

• Fully reconciled, current books
• A clear starting point for ongoing bookkeeping
• Reconstructed statements where records were incomplete
• A smooth handoff into monthly service, if you continue

Service 05

Fraud Investigation Support

When something in the numbers doesn't add up, we help you find out why — through careful review of financial records, transactions, and internal processes.

Who it's for

Business owners facing an unexplained discrepancy, a suspicious pattern in transactions, or a concern about how money is moving through the business.

Problems it solves

Missing funds, unexplained variances, suspicious transactions, and weak internal controls that leave a business exposed.

What this involves

• Review of financial records for irregularities
• Transaction and account-level analysis
• Identifying unexplained variances or missing funds
• Internal-control assessment and recommendations

What you receive

• A clear, documented review of what the records show
• Plain-language findings you can act on
• Recommendations to strengthen internal controls going forward

This is a financial records review service, not a law-enforcement or legal service. Where a matter requires legal action or law-enforcement involvement, we'll help you understand next steps and coordinate with the right professionals.