Our Services

Everything your finance function needs, under one roof.

Pick a single service or combine them into a complete outsourced finance team. Every engagement is a flat monthly fee, reviewed by a senior accountant.

Bookkeeping

Accurate, reconciled books closed on time, every month.

We categorize transactions, reconcile every bank and card account, and deliver a clean monthly close so you always know where your money is going.

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What's included

  • Transaction categorization
  • Bank & credit card reconciliation
  • Monthly close by day 10
  • Accounts payable & receivable tracking
  • Catch-up & clean-up bookkeeping

Accounting

Accrual-basis financials you can take to a lender or investor.

Beyond bookkeeping: accruals, revenue recognition, fixed assets and month-end adjustments, reviewed by a senior accountant before you see them.

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What's included

  • Accrual-basis financial statements
  • Revenue recognition & deferred revenue
  • Fixed assets & depreciation schedules
  • Balance sheet reconciliations
  • Audit & tax-ready workpapers

Finance Team Extension

Add experienced accountants to your in-house team, on demand.

Already have a controller or finance lead? We plug into your systems and processes to add capacity during growth, turnover, or close crunch — without a full-time hire.

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What's included

  • Dedicated accountants working in your tools
  • Month-end close support
  • Coverage for leave or turnover
  • Process documentation & SOPs
  • Scales up or down month to month

Fractional CFO

Strategic finance leadership without a full-time salary.

A seasoned CFO who builds your forecast, sharpens your unit economics, prepares you for fundraising or financing, and sits at the table for the decisions that matter.

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What's included

  • Budgeting, forecasting & cash-flow modeling
  • KPI dashboards & board reporting
  • Fundraising & lender readiness
  • Pricing and margin analysis
  • Monthly strategy sessions

Payroll & AP

Pay your team and your vendors on time, every time.

We run payroll, manage bill pay and approvals, and keep 1099s and payroll filings on schedule so nothing slips through the cracks.

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What's included

  • Payroll processing & filings
  • Bill pay & approval workflows
  • Vendor management
  • 1099 preparation
  • Expense management

Tax Preparation Support

Tax-ready books and coordination with your CPA.

We keep your books tax-ready all year and work directly with your CPA — or ours — so filing season is a non-event.

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What's included

  • Year-end close & tax packages
  • Sales tax tracking
  • CPA coordination
  • Estimated tax planning
  • Entity & structure guidance

Not sure which service fits?

Tell us where you are today. We'll recommend the right mix — and tell you honestly if you don't need us yet.