Services
An entire finance department, on tap.
Whether you need clean books, monthly reporting, or strategic CFO guidance, we deliver it all under one predictable subscription.
Bookkeeping
Daily transaction categorization, bank and credit card reconciliations, and a clean month-end close — handled by senior bookkeepers using your preferred software (QuickBooks, Xero, NetSuite).
- Bank & credit card reconciliations
- Chart of accounts setup & cleanup
- Catch-up & cleanup projects
Monthly Financial Reports
Every month you receive a P&L, balance sheet, and cash flow statement — with plain-English commentary highlighting trends, anomalies, and opportunities.
- P&L, Balance Sheet, Cash Flow
- Variance analysis & KPIs
- Custom management dashboards
Payroll Support
Run payroll on time and stay compliant across every jurisdiction. We handle filings, year-end forms, and employee self-service.
- Multi-state payroll
- Contractor (1099) management
- Year-end W-2 / 1099 filing
Accounts Payable & Receivable
We pay your bills on time and collect your invoices faster — improving cash flow and vendor relationships.
- Bill pay & vendor management
- Invoicing & collections
- Cash flow forecasting
Tax Preparation Support
Year-end books prepared and packaged for your CPA. No last-minute scramble. We collaborate directly with your tax preparer.
- Year-end close & adjustments
- 1099 preparation
- CPA-ready financials
Virtual CFO Services
A senior financial advisor on demand. Strategic planning, fundraising support, board reporting, and the financial models that drive better decisions.
- Forecasts, budgets & scenario models
- Fundraising & investor reporting
- Strategic financial advisory