Everything your finance function needs. One team.
We handle the parts you'd rather not think about. Bookkeeping, taxes, payroll, and reporting, done well, on time, every month. You get your evenings back.
Monthly Bookkeeping
Every transaction categorized, every account reconciled, every month closed on a predictable schedule. We work directly inside QuickBooks, Xero, or Wave, and we pipe in Stripe, Shopify, PayPal, and your bank feeds so nothing gets missed. You get a clean set of financials in your inbox by the 15th of the following month. Every month.
Catch-Up & Clean-Up
Behind by a quarter, a year, or five? Our fixed-price cleanup gets years of tangled books current in weeks, not months. We rebuild your chart of accounts, reclassify miscoded transactions, reconcile every account, and hand you back an audit-ready set of financials. Then we roll you onto a monthly plan so it never happens again.
Tax Preparation & Filing
Personal, S-corp, LLC, partnership, federal and multi-state. We handle prep, review, filing, and estimated payments in-house with licensed CPAs. Because we already keep your books, tax season stops being a scramble. No last-minute document requests, no year-end surprises, no extensions unless you actually want one.
Payroll & S-Corp Support
S-corp election, reasonable compensation analysis, owner payroll, employee W-2s, quarterly filings, and year-end forms. All handled end to end. We coordinate with Gusto, ADP, or whatever provider you already use, and we make sure your comp strategy is dialed in so you're not leaving tax savings on the table.
Real-Time Financial Dashboard
A live P&L, cash flow view, and runway chart. Always a tab away, on any device. We build custom dashboards on top of your books so you can see revenue by channel, margin by product or job, and cash on hand by week without waiting for a monthly PDF. It's the answer to "how is the business actually doing?" in five seconds, not five days.
Fractional CFO & Advisory
Strategic guidance from a senior finance leader without the full-time hire. Forecasting, scenario modeling, investor-ready reporting, board decks, pricing analysis, and the awkward conversations you're not sure who to have. Monthly working sessions, always-on Slack, and a real partner who ends up knowing your numbers as well as you do.