Take the financial work off your shoulders.
So you can do what you do best: running the business. Bookkeeping to CFO-level finance, handled by people who know your numbers.
Bookkeeping
No more screens of uncategorized transactions. Your books stay current, and year-end stops being a reconstruction project.
- Bank and credit card reconciliation
- Transaction categorization and coding
- Accounts receivable and payable tracking
- QuickBooks Online setup and support
- Catch-up work if you're behind
This is the foundation everything else is built on. Current books cost far less to maintain than late books cost to repair.
Payroll
Payroll runs on schedule without you tracking deadlines. W-2s and 1099s go out in January without a scramble.
- Processing on your schedule
- Federal, state, and local tax deposits
- Quarterly and annual filings
- W-2 and 1099 preparation
- New hire reporting
Payroll is where a small error becomes a government problem. Penalties and notices cost far more than doing it right.
Accounting
The monthly close, done right. A P&L, balance sheet, and cash flow statement every month, in plain terms, working alongside your bookkeeper.
- Monthly close on a set schedule
- P&L, balance sheet, and cash flow statements
- Adjusting entries and account reviews
- Review of your bookkeeper’s work
- Year-end packages ready for filing
Already have a bookkeeper? This is the piece that makes the numbers trustworthy. Pricing, hiring, and financing decisions all get read off these statements.
Fractional Controller
Bookkeeping + Payroll + Accounting A P&L, balance sheet, and cash flow statement every month, in plain terms, and your team paid right.
- Everything in Bookkeeping
- Payroll processing, deposits, and filings
- Monthly close on a set schedule
- P&L, balance sheet, and cash flow statements
- Year-end packages ready for filing
- Priced below buying the three separately
Pricing, hiring, and financing decisions all get read off these statements. Bundling all three costs less than buying them separately.
Advisory (FP&A)
You see a tight month 90 days out, not the week payroll is due. “Can we afford this hire” gets a real answer.
- Rolling cash flow forecasting
- Annual budget and variance tracking
- Custom KPIs tied to your goals
- Scenario modeling for big decisions
- Monthly review call
A business that only looks backward gets surprised. Knowing where you’re headed lets you make the big decisions on your terms, before they’re forced.
Fractional CFO + Controller
Bookkeeping, accounting, payroll, and advisory, run together by one team. A complete finance department for a fraction of the cost of hiring one.
- Everything in Fractional Controller, payroll included
- Everything in Advisory (FP&A)
- Regular leadership meetings on a set cadence
- Lender and investor reporting packages
- Direct availability between scheduled sessions
Past a certain size, the owner can’t carry finance alone, and a full-time CFO and controller is more than the business needs. One team covering all of it means nothing falls between the cracks.
Not every business needs every service.
Start where you are, and add more as you grow.
Start with one piece, or bring it all together.
Hover over a layer to see what it looks like in practice. Bundles cost less than buying the pieces separately.
Something specific going on?
Some financial work isn’t ongoing. It comes up around a decision or an event, and it’s scoped and priced as its own project.
Ready to take the next step?
Get in touch. We’d love to learn more about your business and how we can help.
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