Services
Consulting-Led Financial Services for Established Businesses
We lead with strategy and systems — not data entry. Our primary focus is helping businesses redesign how their finance function operates. Bookkeeping and accounting support is available, but it is a foundation, not the goal.
Where We Focus
Primary Services
CFO Advisory & Strategic Consulting
Forward-looking financial leadership without the full-time cost.
We act as your fractional CFO — embedded in the business, aligned with your goals, and focused on helping leadership make better financial decisions. This is not a reporting service. It is a strategic partnership.
What's included
- Scenario modeling and financial forecasting
- Cash flow planning and runway analysis
- Budget development and variance review
- KPI design and performance tracking
- Board and investor reporting support
- Strategic planning and growth advisory
Software Audit, Migration & Automation
Build a finance stack that works together — not against you.
Most growing businesses accumulate disconnected tools, manual exports, and workarounds that slow everything down. We audit your current setup, identify gaps and redundancies, and build a connected, automated system that reduces manual work and improves data accuracy.
What's included
- Full finance stack audit and gap analysis
- Tool selection and vendor evaluation
- QuickBooks, Xero, NetSuite, and ERP migrations
- API and integration setup (Zapier, Make, native)
- Workflow automation design and implementation
- Post-migration testing and team training
Process Improvement & Financial Operations
Redesign how your finance function actually runs.
We map your current financial workflows, identify where time is being lost, and rebuild the operating procedures that govern how your team closes, reports, and manages money. The result is a finance function that runs predictably — without constant firefighting.
What's included
- Financial workflow mapping and analysis
- Month-end close process redesign
- SOP development for finance operations
- Internal controls and approval workflows
- Reporting cadence and delivery structure
- Finance team coordination and handoff design
Supporting Services
The Foundation That Makes It All Work
These services support the consulting and advisory work — or stand alone for businesses that need reliable financial operations without the strategic layer.
Financial Reporting & KPI Dashboards
Custom reports and live dashboards that surface the metrics leadership actually needs — revenue, margins, cash, and operational KPIs — delivered on a consistent schedule.
Cash Flow Planning & Forecasting
Rolling cash flow models, 13-week forecasts, and scenario planning so you always know where the business stands and what decisions are coming.
Bookkeeping & Monthly Accounting
Accurate, timely books maintained every month. A reliable foundation that supports everything else we do — not the end goal, but a necessary one.
Monthly Close & Reconciliation
A consistent, documented close process with full account reconciliation, variance review, and clean financials delivered on schedule.
Financial Clean-Up & Catch-Up
Resolve historical discrepancies, reconcile backlogged accounts, and bring books current from any starting point — no matter how far behind.
Payroll, Contractor & Vendor Support
Coordination across payroll providers, contractor payment workflows, and vendor management to keep obligations organized and on time.
Tax-Ready Books for Your Tax Professional
Clean, organized, and fully reconciled financials delivered to your CPA or tax attorney before the deadline — every year.
Not Sure Where to Start?
We start every engagement with a discovery conversation — no commitment required. We'll identify the highest-leverage areas and recommend a path forward.