Bookkeeping
Accurate, reconciled books delivered on a predictable cadence. The foundation everything else is built on.
- Monthly reconciliations
- Chart of accounts design
- Accounts payable & receivable
- Cloud-first (QuickBooks / Xero)
Services
One finance team.
Every number accounted for.
Engagements scale with your business — from monthly bookkeeping to a full fractional finance function. Pick what you need today, add what you need tomorrow.
Tax & Compliance
Proactive tax planning year-round. Filings are handled in partnership with our trusted network of Enrolled Agents so nothing falls through the cracks.
- Year-round tax planning
- Filings via EA partner network
- Entity structuring guidance
- Multi-state & sales tax support
Financial Reporting
Monthly P&L, balance sheet, and KPI dashboards translated into insight you can act on.
- Monthly close
- Custom dashboards
- Variance analysis
- Board-ready packages
Fractional CFO
Strategic finance leadership without a full-time hire — from forecasting to fundraising support.
- Cash flow forecasting
- Budgeting & scenarios
- Pricing & unit economics
- Investor reporting
Payroll & Benefits
Reliable payroll, contractor payments, and benefits admin handled end-to-end.
- Multi-state payroll
- 1099 & W-2 filings
- Benefits integration
- Compliance monitoring
Audit Readiness
Clean documentation and a defensible trail — ready when diligence, audit, or M&A calls.
- Books clean-up
- Supporting schedules
- Policy documentation
- Auditor liaison
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