Services
Bookkeeping
Accurate, timely, and stress-free.
We handle your day-to-day transactions, keep your books up to date, and make sure your numbers are clean and easy to understand. You’ll always know where your business stands, and you’ll never scramble at tax time again.
What this includes:
- Monthly Account Reconciliations
- Customized Chart of Accounts (CoA)
- Income & Expense Categorization
- Bank Statement Reconciliations
- Financial Reports
- Coordination with your Tax Accountant
- Unlimited Email Access
- Remote Bookkeeping
Best for business owners who want to stay organized & focus on running their business.
Fractional Controller
Oversight, insight, and better decisions.
Comprehensive financial oversight without the cost of a full-time hire. We review your financial records, prepare insightful reports, and help you interpret the numbers, enabling more informed decisions.
What this can include:
- Monthly/Quarterly Financial Reviews
- Customized Reporting & KPIs
- Internal Control Review
- Accounting Staff Management or Training
- Process Improvements
- Financial Statement Preparation
- Direct Liaison with your Tax Accountant
Best for growing businesses that need more insight but aren’t ready for a full time hire.
Fractional CFO
Strategic guidance for what’s next.
We assist you in looking beyond daily operations to focus on strategic growth. From financial planning to profitability analysis, we serve as your strategic partner, guiding decisions that enhance profits and position your business for sustained success.
What this can include:
- Profitability & Margin Analysis
- Strategic Financial Planning
- Forecasting & Budgeting
- Pricing & Revenue Strategy
- Cost Optimization
- Exit/Succession Planning
- Collaboration with Your Leadership Team
Best for established businesses looking to grow, improve margins, or prepare for what’s next.
