Three services. One financial backbone.

CFO Advisory

Fractional CFO-level expertise without the full-time price tag. We sit at the table with founders and operators to drive the financial decisions that shape what your company becomes.

What's included

• 13-week cash flow forecasting & runway modeling
• Annual budget & quarterly re-forecast cycles
• Investor & board reporting packages
• Fundraising support, diligence rooms, KPI decks, financial models
• Unit economics & cohort analysis
• M&A advisory and exit-readiness preparation
• Strategic pricing & gross-margin reviews

Accounting & Bookkeeping

Month-end close, GAAP-compliant reporting, and tax-ready financials. Every engagement is led by a senior accountant, never outsourced overseas, never juggled by junior staff alone.

What's included

• Monthly close in 5 business days or less
• Financial statements: P&L, balance sheet, cash flow
• Revenue recognition (ASC 606) for SaaS & subscriptions
• Payroll & benefits accounting coordination
• Sales tax filings & multi-state nexus tracking
• Year-end & audit preparation packages
• R&D tax credit documentation support

A/R A/P & Payroll

The steady, unglamorous work that keeps a business moving, invoices out the door, bills paid on time, and payroll running without a hitch. We take it off your plate so your team can focus on building.

What's included

• Customer invoicing & billing setup
• Accounts receivable follow-up & collections
• Vendor bill capture, approval workflows & payment runs
• Expense management & corporate card reconciliation
• Semi-monthly or bi-weekly payroll processing
• Contractor payments & 1099 reporting
• Benefits, PTO & commission tracking