01
Full-cycle bookkeeping
Accurate books, reconciliations, and monthly reporting that give owners a clean view of the business.
- Accounts payable & receivable
- Bank & credit card reconciliations
- Monthly financial statements
Fractional controller, fully switched on
Finance infrastructure for companies moving too fast for spreadsheets.
Fractional CFO perspective. Virtual Controller ownership. SaltLine gives ambitious teams the close, clarity, and control to make their next move with confidence.
Built for teams with $2M–$25M in motion
SaltLine / Finance OS
AUG 2026
Operating view
August pulse
On track
Cash on hand$1.84m↗ 8.4% vs. last month
Runway14.2 mo↗ 1.8 mo since June
Cash movement
Actual Plan
$2m$1m$0
APRMAYJUNJULAUG
August close100% reconciled · 6 days
LL
Designed forSAAS AGENCIES MARKETPLACES PRO SERVICES THE NEXT THING
Bookkeeping + Controller Services
Clean books.
Controller-level clarity.
Start with dependable full-cycle bookkeeping, then add Controller Services and CFO guidance as your reporting, controls, and decisions become more complex.
02
Controller Services
Controller-level ownership of your close, controls, systems, and finance rhythm—without the full-time overhead.
- Month-end close leadership
- Controls & process design
- Finance systems cleanup
03
Fractional CFO
Strategic financial leadership for better decisions around cash, growth, pricing, and the next stage.
- Cash flow forecasting
- Budget & scenario planning
- KPI and owner reporting
Built around the operating model
Industry context.
Finance that fits.
The same accounting basics create different decisions in a project business, a recurring-revenue company, and a multi-location operation. Start with the model that looks like yours.
01
Project economics
Explore the industry Professional services
Connect delivery, billing, collections, margin, capacity, and cash.
02
Recurring revenue
Explore the industry B2B SaaS
Tie subscriptions, the close, KPIs, burn, and runway into one operating story.
03
Unit accountability
Explore the industry Multi-location SMBs
Standardize the close and see location performance alongside consolidated cash.
Full-cycle SMB bookkeeping
Clean books are the start.
Control is the outcome.
SaltLine owns the day-to-day accounting cycle from source document to management-ready financials, giving small and midsize businesses reliable numbers without building a full internal department.
Best forOwner-led businesses with growing transaction volume, multiple workflows, and no room for month-end surprises.
Talk through your booksWhat we can own01—06
01
Transaction processing
Accurate coding of bank, card, loan, payroll, and merchant activity with supporting documentation.
02
Accounts payable
Vendor setup, bill capture, approval workflows, payment scheduling, and clean payable aging.
03
Accounts receivable
Customer invoicing, deposit matching, payment application, collections visibility, and receivable aging.
04
Reconciliations & close
Bank, credit card, payroll, debt, and balance-sheet reconciliations through a disciplined monthly close.
05
Financial reporting
Monthly P&L, balance sheet, cash flow, and a concise explanation of material changes.
06
Sales tax & year-end readiness
Organized records, 1099 support, accountant coordination, and cleaner handoffs for compliance work.
Transparent starting point
Know the floor.
Scope the right layer.
These monthly ranges establish a practical starting point. Your proposal confirms responsibilities, cadence, systems, and final investment before work begins.
01
Typical monthly range$497–$697per month
Full-cycle bookkeeping
A dependable transaction-to-close foundation for owner-led SMBs that need current books and a repeatable reporting rhythm.
Core scope
Explore and scope Transaction coding and reconciliations
Accounts payable and receivable
Monthly financial statements
Year-end handoff support
02
Typical monthly range$1,497–$2,497per month
Virtual Controller
Controller-level ownership for teams that need a faster close, stronger review, clearer controls, and accountable reporting.
Core scope
Explore and scope Close management and review
Balance-sheet quality control
Management reporting
Workflow and team oversight
03
Starting monthly engagement$4,997per month
Fractional CFO
Senior financial judgment for companies navigating cash, planning, pricing, hiring, financing, and consequential growth decisions.
Core scope
Explore and scope Cash forecasting and scenarios
Budget and operating plan
KPI and margin leadership
Executive decision support
What changes the final scope? Transaction volume, entities, systems, close condition, workflow ownership, reporting requirements, and meeting cadence. Cleanup, catch-up, migration, and special projects are priced separately.Discuss your scope
The SaltLine standard
FINANCE, OPERATING AT YOUR SPEED
Good finance should make the whole company feel lighter.
Not by doing less. By making the important things visible, repeatable, and ready when you need them.
01Signal over noise
A clean close and a sharp point of view, every month.
02Built for momentum
Flexible support that adapts as your model evolves.
03Human where it matters
Real operators who can answer “so what?”
A better way in
From finance fog
to forward motion.
No six-month transformation program. Just a focused start, a clean handoff, and a finance rhythm your team can actually keep.
01
Map the mess
We find the friction in your close, stack, and decision-making—not just the gaps in your chart of accounts.
Start with an audit02
Make it legible
We build the reporting, model, and operating cadence that turns raw data into useful signal.
See the system03
Keep it moving
We stay in the loop as your business changes, so finance keeps pace instead of playing catch-up.
Meet your team Client outcomes
What better finance
feels like in practice.
Every engagement starts in a different place. The common thread is a calmer operating rhythm and numbers that are ready when the decision arrives.
Full-cycle bookkeeping
Month-end stops being a fire drill.
A dependable transaction-to-close workflow gives owners current financials, clean reconciliations, and fewer year-end surprises.
Clear ownership, documented workflow, consistent reporting
Virtual Controller
The numbers come with context.
Controller oversight connects the close to controls, systems, and the explanations leadership needs to operate with confidence.
Stronger controls, sharper reporting, cleaner handoffs
Fractional CFO
Finance joins the decision—not the recap.
Forecasts, scenarios, and KPI reviews turn financial data into a practical point of view on growth, cash, and tradeoffs.
Forward visibility, decision support, operating alignment
Client confidentiality matters.Approved references and engagement examples are available during consultation.
Anonymized client feedback
What changes when
finance starts working.
Real words from SaltLine clients. Names and identifying details are withheld to protect the financial confidentiality behind each engagement.
01
“I stopped guessing. Xavier cleaned up three years of QBO, got our A/R actually tracked, and now I know by the 10th what the month looked like — not six weeks later.”
Owner, professional services firmTorrance, California
Bookkeeping cleanup + monthly close02
“We needed controller-level reporting before we needed a controller. SaltLine got our multi-entity books tied out and our numbers diligence-ready without us hiring a full finance team.”
Founder, SaaS company
Virtual Controller03
“Every location used to close differently. Now it's one process, one set of numbers, and my CPA gets a clean package instead of a shoebox.”
Operator, multi-location SMB
Multi-location bookkeepingPublished with client approval. Attributions are intentionally generalized; no names, company names, star ratings, or review scores are implied.
Founder-led and operator-led companies that have outgrown DIY finance but are not ready for a full-time controller. We are especially useful for SaaS, agencies, marketplaces, and professional services teams with real complexity and no appetite for drag.
Free field guide
Find the gaps in your Finance OS.
A 30-minute diagnostic for founders and operators who want fewer surprises, clearer tradeoffs, and a finance function that keeps pace.
SALTLINE / FIELD GUIDEFinance
OS AuditClose · Cash · Planning
Systems · Decision readiness
OS AuditClose · Cash · Planning
Systems · Decision readiness
FREE
GUIDE
GUIDE
Your next chapter
Ready to make finance feel like a superpower?
Book a focused 30-minute consultation, call, or send a note. We’ll bring the right questions.