Services

Fractional CFO

Part-time CFO-level support for your business. Cash flow forecasting, financial analysis, strategic planning, and ongoing guidance without the cost of a full-time hire.

Full-Service Bookkeeping

We handle your books every month. Transactions categorized, accounts reconciled, and reports delivered so you can focus on running your business.

Catch-Up Bookkeeping

Cleaning up and organizing past months or years of bookkeeping so your records are accurate and current.

Bill Payment

Managing accounts payable so bills get paid on time, with tracking, scheduling, and recording.

Invoicing

We handle your accounts receivable so invoices go out on time and payments get tracked. You focus on the work.

Payroll System Setup & Training

A one-time project to configure your payroll system correctly and train you to run it yourself. You walk away ready to handle payroll independently.

Full-Service Payroll

We run payroll every pay period, handle tax deposits, file quarterly returns with the IRS and state, and prepare year-end W-2s for your employees.

1099 Preparation

Preparing and filing 1099 forms for contractors and vendors so you stay compliant and avoid IRS penalties.

QuickBooks Online Setup & Training

We configure QuickBooks Online to match your business and train you to use it properly. You get a clean starting point and the knowledge to maintain it yourself.

External Controller

A second set of eyes on your books. Oversight, review, and financial reporting support for businesses with in-house accounting staff.

Budgeting & Cash Flow Forecasting

Build an annual budget and project your cash flow so you know what's coming, spot shortfalls early, and make better decisions about spending and growth.

Financial Strategy

Analyzing your financial data to guide decisions about growth, profitability, pricing, and where to put your resources.

Construction Job Costing

Track labor, materials, and subcontractor costs by project so you know which jobs actually make money.