services
Know Your Numbers. Know Your Business.
Fractional Accounting, Tax, and CFO Support Designed to Grow With You
Bookkeeping & Monthly Accounting
We deliver clean, accurate, and up-to-date financials—on time, every time. Our team handles the day-to-day accounting tasks so you can stay focused on the big picture. Services include bank and credit card reconciliations, accounts payable and receivable management, expense categorization, month-end close, and detailed financial reporting, including profit and loss statements, balance sheets, and cash flow reports.
Cash Flow Management
Cash is king—but without a clear strategy, it can be unpredictable. We design proactive cash flow systems that give you control and clarity, so you can make confident financial decisions in real time. Our services include short- and long-term cash flow forecasting, real-time cash monitoring, scenario planning for hiring, investments, and major expenses, and tailored strategies to help you navigate seasonality or slow periods with ease.
KPI Reporting & Dashboards
Numbers mean nothing without context. That’s why we help you identify and track the metrics that actually move the needle in your business. With custom KPI tracking tailored to your goals, clear visual dashboards, and monthly reviews that turn data into actionable insight, you’ll gain the clarity you need to lead with confidence. We also provide benchmarking and trend analysis to help you stay ahead of the curve and make smarter, faster decisions.
Financial Process Improvement
Messy systems cost you time, money, and momentum. We help streamline, automate, and scale your internal financial operations so your business runs more efficiently. From accounting software setup and optimization to workflow improvements and approval processes, we build systems that support sustainable growth. Our team also handles integrations with your invoicing, payroll, and CRM tools, along with creating clear SOPs and internal controls that keep everything running smoothly behind the scenes.
Tax Planning & Compliance
We take the guesswork—and the stress—out of taxes. From strategic planning to filing, we proactively manage your tax landscape so you’re always ahead of the curve. Our tax services include year-round strategic planning, preparation of business and personal tax returns, estimated tax payment planning, and entity structure analysis to ensure optimal tax positioning. We also ensure full compliance with federal, state, and local regulations, and provide expert support for any IRS correspondence that may arise.
Fractional CFO Support
You don’t need a full-time CFO to think like one. Our fractional CFO services give you access to executive-level financial strategy—without the overhead. We partner with you on high-impact areas like budgeting and forecasting, pricing and margin analysis, strategic planning, and growth modeling. From hiring and capacity planning to preparing for fundraising, investor presentations, board reporting, and even exit strategy and valuation, we provide the insight and support you need to make confident, CEO-level decisions.