Bookkeeping, controllership, and CFO advisory.
Pick what fits. Start with bookkeeping, add controllership and CFO work as the business grows.
From first call to clean books.
Here's what happens after you hire us.
Discovery call
30 minutes on Zoom. We tell you what your books need and what it'll cost. Fixed quote.
Onboarding & cleanup
If your books are behind, we catch them up. Everything reconciled, accounts connected, chart of accounts built around how you actually run the business.
Monthly close
Every month, same rhythm. Reconciliations, review, and financials delivered by the 10th with a short memo on what changed and what to watch.
Quarterly review
Every quarter we get on a call, walk through the trends, flag what matters, and talk through whatever question is on your mind. Included. No extra charge.
Bookkeeping Services
Clean books and reconciled accounts every month.
Ongoing Bookkeeping
We take over from where your books left off and keep everything clean, organized, and up to date each month.
Cleanup & Catch-Up
We fix past periods, clear old issues, and bring your books to a clean starting point.
Monthly Financial Reports
Simple profit and loss and balance sheet each month so you always know where your business stands.
Bill Pay & Vendor Management
We organize your bills, track due dates, and help ensure vendors are paid on time.
Accounts Receivable Management
We track customer invoices and payments so you always know your true receivables.
Expense Management
We categorize, organize, and track your spending so you have full visibility and control.
Controllership
The oversight layer. For businesses that have outgrown basic bookkeeping and need someone who actually owns the financial process.
Month-End Close Oversight
We review your books each month, make necessary adjustments, and ensure everything is finalized properly so your financials stay consistent and accurate.
Balance Sheet Reconciliations
We confirm that all bank accounts, credit cards, loans, prepaids, and other balances match your actual activity and are recorded correctly.
Process & Workflow Improvement
We review how your accounting tasks are being handled and create simple and efficient steps that make your daily operations run smoothly.
Internal Controls & Compliance
We set up clear review steps, approval processes, and documentation standards so your financial tasks stay organized and consistent.
Variance & Trend Analysis
We look at changes in your financial results from month to month and explain what is driving them so you stay fully informed.
Oversight of the Accounting Team
We guide and support the bookkeeping staff, answer questions, and ensure all tasks are completed correctly and on time.
CFO Advisory
Part-time CFO help. Cash flow, forecasts, KPIs, decision support. Without the full-time salary.
Cash Flow Planning
We help you understand your upcoming cash needs so you can make confident decisions and avoid surprises.
Budgeting & Forecasting
We build clear and realistic financial plans that show where your business is headed and what to expect.
Strategic Financial Guidance
We explain what your numbers mean and guide you on the best steps to support your goals.
KPI & Performance Monitoring
We track the key metrics that matter most to your business and show you how you are performing each month.
Profitability Analysis
We review your products, services, or locations to help you see where you are making money and where improvements can be made.
Growth & Planning Support
We help you plan for expansion, new opportunities, and long-term stability so your business can grow with confidence.
Answers to what people usually ask first.
What if I already have a bookkeeper? +
A lot of our clients come to us after working with someone else. Most of the time, we handle the transition, pick up where they left off, and clean up anything that needs fixing. The switch is cleaner than people expect.
Can I upgrade between tiers mid-year? +
Yes. Tiers are designed to flex with your business. If you grow into more complexity, we move up to Oversight or Strategy. If you scale down, the opposite works too. We agree on the new fee in writing before anything changes.
What software do I need to use? +
We work with QuickBooks Online and Xero as our primary books platforms. On top of that we plug into Shopify, Amazon, Toast, Stripe, ADP, Paychex, Gusto, Bill.com, Ramp, and most of the major small-business tools. If you already have a stack, we adapt to it.
How do you handle sensitive financial data? +
Everything moves through secure, encrypted file sharing and read-only bank feed connections. We never take signing authority on your accounts. You stay in control of your money. We only see what you need us to see.
Do you work with my CPA? +
Absolutely. We hand off clean books, supporting schedules, and anything your CPA needs at year-end. If you do not have a CPA yet, we can point you to good ones.
How quickly can you start? +
About a week to get onboarded once you approve the quote. Cleanup, if needed, runs in parallel so you don't have to wait to see clean reports.
Not sure which tier fits?
Book a 30-minute call. We'll look at your books and tell you which tier fits.