SERVICES
Bookkeeping
Bookkeeping Services lay the foundation for financial clarity by ensuring your records are timely, accurate, and organized — enabling smarter decisions and smoother operations.
Core Areas of Bookkeeping Support
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Transaction Categorization & Reconciliation
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Accounts Payable & Receivable Entry
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Payroll Recording & Journal Entries
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Bank & Credit Card Reconciliations
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Monthly Financial Statement Preparation
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Expense Tracking & Vendor Management
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General Ledger Maintenance
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Integration Support for QBO, Gusto, etc.
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Audit Prep & Documentation Support
CFO Advisory
We tailor our services based on your business goals — whether you're scaling, fundraising, or building financial clarity.
Core Areas of Fractional CFO Support
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Cash Flow Forecasting & Management
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Financial Planning & Analysis (FP&A)
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KPI Development & Dashboard Reporting
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Strategic Growth Planning
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Capital Raising Support
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Board & Investor Reporting
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Business Model Evaluation
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Profitability Analysis by Product/Service
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Scenario & Sensitivity Analysis
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M&A Support
Controller Services
Controller Services provide the structure and oversight needed to maintain accurate financials, enforce strong controls, and support day-to-day accounting operations.
Core Areas of Controller Support
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Month-End Close & Financial Reporting
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Budgeting & Variance Analysis
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General Ledger Oversight
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Accounts Payable & Receivable Oversight
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Cash Management & Bank Reconciliations
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Revenue Recognition & Expense Accruals
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Accounting Process Improvements
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Internal Controls & Audit Support
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Software & Systems Optimization
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Team Oversight & Staff Support