Service lines

Four layers. One accountable partner.

Engage any layer on its own or combine them. Most clients start with bookkeeping and add advisory as the business scales.

Bookkeeping & Accounting

Monthly categorization, reconciliation, accruals, and closes that produce clean, reviewer-grade financials.

  • Cash and accrual-basis accounting
  • Month-end close with variance commentary
  • Custom chart of accounts and reporting structure
  • Catch-up and clean-up engagements
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Fractional CFO Advisory

Strategic finance partnership: forecasting, fundraising, KPI design, board reporting, and decision support.

  • Annual budget and rolling forecast
  • Fundraising and lender support
  • Board and investor reporting
  • M&A diligence and integration
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Billing, AP/AR & Payroll

End-to-end transaction operations so cash moves on time and leadership stays out of clerical work.

  • Customer invoicing and collections
  • Vendor bill processing and approval workflow
  • Multi-state payroll and contractor payments
  • 1099 prep and year-end reporting
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Sales & Business Tax

Sales tax nexus monitoring, filings, federal and state business tax, and proactive planning - not just compliance.

  • Multi-state sales tax registration and filings
  • Federal and state corporate filings
  • Quarterly estimated tax planning
  • Owner and pass-through entity strategy
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How engagements work

Fixed monthly pricing. Senior-led teams. Real accountability.

One scoped agreement

We agree on deliverables, cadence, and a flat monthly fee. No surprise hourly invoices.

One named lead

You always know who owns your engagement. Escalations are answered same business day.

One source of truth

Reporting, working papers, and tax documents live in one shared, permissioned workspace.

Not sure which service you need?

Book 30 minutes. We'll listen, ask a few sharp questions, and tell you - honestly - where you'll get the most leverage.