Our services.
Reliable numbers. Strategic growth
Accounting solutions that scale with your business.
From clean books to CFO-level strategy, we help your business sync, scale, and succeed.
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Three levels of financial leadership
Tailored to your business and built to scale.
Choose the service level that fits where you are today and grows as your needs evolve.
Pricing is customized based on transaction volume, system complexity, and reporting requirements.
Tier 1:
Complete accounting
Your outsourced accounting team: Precision, reliability, and peace of mind.
Best for: Businesses with $2M-$15M in revenue needing accurate, dependable financials without hiring a full team.
Value
Clean, audit-ready books maintained to CPA standards.
Enterprise-quality accounting at a fraction of the cost.
Core accounting and closing
Full-cycle bookkeeping with monthly expert review
Accounting system setup, customization & maintenance
Bank & credit card reconciliations
Month-end close with financial statements
Operational and compliance
Accounts Payable & Receivable management
Payroll coordination with trusted providers
Sales tax filing and 1099 reporting
Monthly 1-hour financial review
Industry foundations
Construction:
Job costing and WIP tracking
Manufacturing:
COGS & inventory accounting
Professional Services:
Revenue recognition
Legal:
IOLTA trust reconciliation
Tier 2:
Fractional controller
Financial oversight and strategic insight for scaling businesses.
Best for: Businesses with $5M-$30M in revenue needing proactive financial management and stronger internal controls.
Value
Know where your business stands – and where it’s headed.
Make confident, data-driven decisions.
Strategic financial analysis
Advanced month-end close with variance analysis
Rolling 13-week cash flow forecasting
Custom KPI dashboards with real-time insights
Budget creation and budget-to-actual tracking
Management & controls
Internal controls review & process optimization
Monthly 2-hour leadership strategy meeting
Quarterly financial planning sessions
Operational efficiency recommendations
Industry deep dive
Construction: Job costing, WIP schedules & progress billing
Manufacturing: Standard costing & inventory optimization
Professional Services: Project profitability & resource utilization
Legal: Realization rates & matter profitability
Tier 3:
Fractional CFO
Executive-level financial leadership without the full-time CFO cost.
Best for: Businesses with $10M-$50M+ in revenue ready for growth, optimization, and executive-level financial guidance.
Value
A trusted financial partner in your C-suite, driving profitability, strategic growth, and long-term success.
Strategic planning & forecasting
12-month rolling forecasts & scenario modeling
Multi-entity consolidation & intercompany accounting
Strategic planning aligned with business goals
Bi-weekly 2-hour CFO strategy sessions
Profitability & optimization
Division and project-level profitability analysis
Pricing strategy & margin improvement initiatives
Process efficiency & cost reduction planning
Priority support for urgent financial matters
Executive leadership
Banking & lender relationship management
Board-level financial reporting & presentations
Executive tax strategy coordination
Strategic financial guidance for major decisions
Specialized project services
Fixed-scope solutions for immediate financial needs.
Not ready for ongoing support?
We offer project-based engagements designed to solve specific financial challenges quickly.
Systems & setup
QuickBooks cleanup & implementation
Cost accounting system design and review
Financial model development
Chart of accounts restructuring
Compliance & controls
Bonding package preparation (Construction)
IOLTA trust review and remediation (Legal)
Internal controls assessment
Process documentation & SOPs
Transaction & audit support
Year-end audit preparation and support
Due diligence for M&A transactions
Historical financial cleanup
Multi-period reconciliations
The advantage: Why partner with us
Expertise that consistently delivers measurable ROI.
We combine executive leadership, deep industry knowledge, and proven financial results to help your business grow stronger.
Your business deserves more than bookkeeping
Stop settling for unreliable numbers. Start leading with clarity.
Partner with experts who understand your industry, speak the language of strategic finance, and guide you toward profitable growth.
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