OUR SERVICES
Financial support.
Built around your business.
From the day-to-day books to the next big decision, choose the level of support your business needs.
01 / THE FOUNDATION
Bookkeeping & accounting
A consistent view of the day-to-day.
Keep financial activity organized so you can understand the month just passed and prepare for the one ahead.
What support can include
- Transaction categorization and recordkeeping
- Bank and credit card reconciliations
- Accounts payable and receivable tracking
- Monthly financial statements
- Catch-up and cleanup work, scoped separately
A useful starting point when your books need a reliable routine or your business has outgrown doing everything yourself.
02 / THE OVERSIGHT
Controller support
Turn organized records into useful reporting.
Add structure to the accounting process, with a clear close routine and reporting that helps you see how your business is performing.
What support can include
- Month-end close coordination and review
- Balance sheet reconciliations and supporting schedules
- Management reporting and variance explanations
- Accounting workflows and approval processes
- Coordination with your existing accounting and tax team
A useful fit when you have bookkeeping support but need stronger review, more consistent reporting, or clearer ownership of the accounting process.
03 / THE DIRECTION
Fractional CFO
Connect your financial picture to your next decision.
Get forward-looking financial support for the choices that shape your business, from managing cash to planning for growth.
What support can include
- Cash flow forecasting and cash planning
- Budgets and financial forecasts
- Scenario planning for hiring, spending, and growth
- Profitability and business performance analysis
- Regular financial discussions and decision support
A useful fit when you have financial information but need help interpreting it, weighing options, and planning ahead.
A SCOPE THAT MAKES SENSE
Start where you need support.
Services can be combined or scoped around the people and processes you already have. We’ll use the first conversation to understand your priorities and define a practical starting point.
Do I need all three levels of service?
No. The work should match the needs of your business. A bookkeeping engagement can stand on its own, and controller or CFO support can complement an existing accounting team.
Does this include tax preparation or an audit?
Tax preparation, audit, and assurance work are not included in the services described here. Your engagement scope should clearly identify deliverables and how any outside tax or audit professionals will be involved.
What should I have ready for the first conversation?
A short description of your business, your accounting software, the people currently handling the books, and the financial questions you want to answer. You do not need to send financial records through the contact form.
LET’S FIND YOUR NEXT STEP
Find the support that fits.
Let’s talk about the work you need help with and the decisions ahead.