Start with the piece that hurts most — clean books, a tax plan, a cash forecast, or funding — and add the rest as you grow.
In detail
No vague scope documents. Here's the work, the deliverables, and what changes for you.
Books closed by the 10th, every month.
Accrual-ready monthly closes, reconciled accounts, and clean financials you can hand to a lender, an investor, or your CPA without apologizing for them.
Explore bookkeepingIncluded in scope
The outcome: Month-end close completed on a predictable schedule so you always have current numbers.
Planning in July, not panic in April.
Proactive, written tax planning for owners and closely held companies — entity structure, compensation mix, and timing decisions modeled before the year is locked.
Explore tax strategyIncluded in scope
The outcome: Tax decisions are modeled before the year is locked, so you know what a choice is worth before you make it.
Senior finance leadership, fractional cost.
Forecasting, unit economics, pricing, and board-ready reporting from someone who sits in your operating rhythm — not a report that lands in your inbox and dies there.
Explore cfo advisoryIncluded in scope
The outcome: Built for founders and owners running $1M–$30M in annual revenue.
Get funded on terms you'd sign twice.
We package your financials the way underwriters read them, match you to the right lender type, and stay in the file until the money lands.
Explore loan consultingIncluded in scope
The outcome: We only recommend financing when the return on the capital clears its cost.
How we work
A clear onboarding path from first call to operating rhythm.
Thirty minutes on your business, your numbers, and what's actually keeping you up at night. No pitch deck.
We review two years of books, tax returns, and debt. You get a written findings summary — yours to keep either way.
A fixed-fee scope built around the gaps we found, with the deliverables and dates spelled out before you sign.
Two weeks to migrate systems, rebuild the chart of accounts, and reconcile your opening balances.
Monthly closes, quarterly planning, and standing reviews. You always know your cash position and your next tax move.
FAQ
We review your books, your last return, and your cash position — then tell you in writing which service would pay for itself first.