What We Do
Accounting Support Built Around Your Business
We offer a range of CPA-led services designed to meet you where you are — from reliable bookkeeping to strategic CFO guidance.
Bookkeeping
Start With Numbers You Can Trust.
Reliable financial reporting begins with accurate accounting.
Most accounting problems don't start with strategy — they start with books that aren't right. Transactions posted to the wrong accounts. Bank accounts that haven't been reconciled in months. A/R that's grown without anyone following up. Payroll that doesn't tie out. Before you can make good decisions, you need to know your numbers are accurate. That's what our bookkeeping service delivers.
What's Included
- Monthly bookkeeping and transaction coding
- Bank and credit card reconciliations
- Accounts payable processing and vendor management
- Accounts receivable tracking and follow-up
- Month-end close and financial statement preparation
- Payroll journal entry recording
- Catch-up and cleanup bookkeeping for prior periods
This Is Right For You If:
- Your books are behind or you're not confident they're accurate
- You're spending time on bookkeeping that should go toward running your business
- Your current bookkeeper lacks the experience to handle your volume or complexity
- You need clean books before a tax filing, audit, or financing event
Controller Services
When Bookkeeping Isn't Enough.
CPA-level oversight for businesses that have outgrown basic bookkeeping.
As your business grows, the accounting function needs to grow with it. Bookkeeping handles the transactions — Controller services add the oversight, review, and financial management that growing businesses need but rarely have in-house. Our Controller services bring experienced CPA-level judgment to your accounting operations without the cost of a full-time hire.
What's Included
- Monthly financial statement review and analysis
- Balance sheet account reconciliations
- Cash flow monitoring and reporting
- A/R and A/P oversight and aging review
- Internal controls assessment and implementation
- Accounting staff oversight and review
- Budget-to-actual variance reporting
- Coordination with external CPA for tax and audit
This Is Right For You If:
- You have a bookkeeper but no one reviewing their work
- Your financial statements arrive but no one explains what they mean
- You've had errors, mispostings, or reconciliation issues that went undetected
- You need someone to own the month-end close process
- You're preparing for a financing event, audit, or ownership transition
Fractional CFO
Know What the Numbers Mean — and What to Do Next.
Accurate historical financials tell you where you've been. CFO-level insight helps you decide where you're going.
A Fractional CFO brings the strategic financial perspective of a seasoned executive to your business — without the full-time cost. We work alongside your existing accounting team to provide the forward-looking analysis, planning, and guidance that owners of growing businesses need. This isn't about producing more reports. It's about helping you understand your financial position and make better decisions.
What's Included
- Cash flow forecasting and cash management
- Annual budget development and ongoing budget-to-actual tracking
- KPI development, dashboard reporting, and trend analysis
- Profitability analysis by product, service line, or customer
- Scenario planning and financial modeling
- M&A support and financial due diligence
- Preparation for capital raises, bank financing, or business sale
- Lender and investor reporting
This Is Right For You If:
- You have accurate books but no one helping you interpret them strategically
- You're making major decisions without reliable financial projections
- You're planning to raise capital, take on debt, or sell the business
- You want to understand which parts of your business are actually profitable
- You need a financial partner who can communicate with lenders, investors, or a board
Accounting Systems
When Your Accounting System Is Part of the Problem.
New software doesn't automatically create better accounting.
Many businesses implement QuickBooks, NetSuite, Xero, or Sage and assume the software will handle the accounting. It won't — not without proper setup, a well-structured chart of accounts, and correctly configured integrations. Operations and accounting are inseparable. The way your business runs — how you invoice, manage inventory, process payroll, or handle customer payments — has to be reflected accurately in your accounting system. When it isn't, the numbers can't be trusted. We help businesses clean up and optimize their accounting systems so the technology supports the accounting — not the other way around.
What's Included
- Accounting software setup, cleanup, and optimization (QuickBooks, NetSuite, Xero, Sage, and others)
- QuickBooks Desktop to Online conversions and platform migrations
- NetSuite accounting module cleanup and optimization
- CRM integration cleanup and accounting impact review (Salesforce, HubSpot, and others)
- Chart of accounts restructuring and cleanup
- Integration troubleshooting — e-commerce (Shopify, WooCommerce, and others), payroll, CRM, and payment platforms
- Transaction mapping and duplicate resolution
- Historical data cleanup and reclassification
This Is Right For You If:
- Your accounting software isn't set up correctly for your business
- Integrations are creating duplicate transactions or posting to wrong accounts
- Your chart of accounts is a mess and reports don't make sense
- You're migrating from one platform to another and need it done right
- You've inherited an accounting system file that needs cleanup before you can trust it
Get Started
Not Sure Which Service Fits?
Most clients start with a Discovery Call. We'll talk through where your accounting stands today and what level of support makes sense for your business.
Schedule a Discovery Call