Services

Our Services

Our comprehensive financial services scale seamlessly to meet your business at every stage of growth.

Accounting & Payroll

Clean Books. Clear Numbers. No Surprises.

  • Full-cycle bookkeeping and reconciliations.
  • Monthly/quarterly close & financial statements.
  • Expense classification, accruals, and audit-ready records.
  • Payroll processing oversight & adjustments.
  • Benefits administration & employee onboarding.
  • Assistance with payroll system setup & state registrations.

See how accurate accounting builds clarity and confidence in your numbers.

Fractional Controller

Financial Visibility You Can Actually Lead From

  • Oversight of accounting processes and internal controls.
  • Monthly/quarterly reporting and financial statements.
  • Budgeting, forecasting, and variance analysis.
  • Cash flow monitoring and audit support.

Elevate your financial strategy with the expertise of our fractional controller services.

Fractional / Light CFO

Strategy, Forecasting, and Growth—Backed by Real Numbers

  • Strategic planning for growth, profitability, and fundraising.
  • Pricing and profitability analysis.
  • Financial modeling and investor reporting.
  • Tax strategy guidance (in collaboration with your CPA).

Access CFO-level strategy and insights—without the six-figure salary.

Advisory & Add-On

Systems That Scale With You—Not Hold You Back

  • Systems setup and migration (QuickBooks, Xero, NetSuite).
  • Custom dashboards & KPI tracking.
  • Policy & procedure development.
  • Staff training on accounting tools.

Streamline your systems and processes for efficiency, growth, and peace of mind.

Schedule Your Free Consultation
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How it works

Understand Where You Are

We’ll learn about your goals, challenges, and current financial systems—and help you understand where your numbers stand today.

Build the Right Financial Foundation

You’ll receive a tailored service plan aligned with your stage of growth, budget, and long-term vision.

Operate and Scale with Confidence

We manage your financial operations with accuracy, so you can lead with clarity and confidence.

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Who We Serve

Startups & Early-Stage Teams Building Their Foundation

that need structure, visibility, and clean financials to support growth.

Growing Small to Mid-Sized Businesses

requiring controller-level oversight, reporting, and stronger financial processes.

Companies Navigating Growth, Change, or Complexity

preparing for fundraising, scaling, or leadership changes—and needing CFO-level strategy without a full-time hire.

Schedule Your Free Consultation
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Our Versatility

SaaS and Tech-Enabled Businesses

Navigating rapid growth, ARR/recurring revenue modeling, investor expectations.

Professional Services & Consulting Firms

Project- and service-based accounting, forecasting, utilization, margin insights.

Growth-Oriented Businesses

Companies preparing to scale, hire, or secure financing.

FAQs

We don’t file taxes in-house, but we work closely with your CPA or tax advisor to ensure your financials are accurate, compliant, and aligned with your tax strategy.

Most businesses benefit from using a dedicated payroll platform. If you don’t already have one, we’ll recommend the right system for your size, structure, and needs. We can also help you set it up, ensure it’s configured correctly, and support your ongoing payroll processes.

Controller services focus on accurate financials, strong processes, monthly reporting, cash flow monitoring, and ensuring your day-to-day financial operations run smoothly.

Fractional CFO services are more strategic—guidance on budgeting, forecasting, pricing, profitability, fundraising, and long-term financial planning.

Many clients benefit from a blend of both, depending on their stage of growth.

Yes. Our services are fully remote, and we work with clients across the United States. Location isn’t a barrier—We support businesses wherever they’re located.

No. CPAs typically focus on tax preparation and compliance. We partner with your CPA by providing accurate financials, organized records, and the reporting they need for a smooth tax season. Think of us as the operational and strategic finance partner who supports your day-to-day and forward-looking financial needs.

Fractional services give you access to high-level financial leadership—without the cost of a full-time hire. We start with a discovery call to understand your needs, build a tailored plan, and then work together on a recurring basis (if you are not a project-based client). This may include monthly reporting, forecasting, payroll oversight, and ongoing financial strategy based on your goals.

We specialize in SaaS, tech-enabled businesses, and professional services firms—but our versatile team has the expertise to support a wide range of industries.

Yes—cleanup and catch-up accounting are common needs for new clients. We’ll assess the current state of your books and create a plan to bring everything up to date and audit-ready.

We oversee payroll processing and payroll system setup and administration, but federal and state tax filings are handled by your payroll provider. We ensure your system is configured correctly and everything runs smoothly.

Yes. We assist with the state setup and registration process so you can hire compliantly as you grow.

Yes. We can help you select the right platform, migrate your data, and configure your chart of accounts, systems, and workflows.

Absolutely. We help clients build clean, credible financials, forecasts, and reporting packages for fundraising, loan applications, and board updates.

Pricing depends on the scope of services, the state of your books, and the level of financial leadership you need. After our discovery call, we’ll provide a custom proposal aligned with your business and budget.

Yes. Many of our clients are still building their internal teams. We provide structure, support, and guidance where you need it most.

Not at all. Many early-stage and small businesses need financial oversight long before they are ready for a full-time hire.

Yes. We support onboarding from a payroll, benefits, and systems perspective to ensure new hires are set up correctly.

We support Gusto, ADP, Rippling, Paychex, QuickBooks Payroll, and other major providers. If you’re switching systems, we can help manage the transition.

When your business decisions require more than just accurate records.

If you’re questioning profitability, cash flow, hiring decisions, or planning for growth, it’s time to move beyond bookkeeping.

Bookkeeping tells you what happened.

Controller and CFO support help you understand why—and what to do next.

Ready to grow with clarity and confidence?

Schedule a Consultation