Your Complete Financial Operations Team

From daily bookkeeping to strategic CFO advisory — we provide every financial service your growing business needs, all under one roof.

Bookkeeping

Included in Foundation+

The foundation of every healthy business. We handle your day-to-day financial recordkeeping so you can focus on what you do best.

What's Included

Transaction categorization & coding
Bank & credit card reconciliation
Monthly Profit & Loss statement
Monthly Balance Sheet
Cash flow statement
QuickBooks Online management
Accounts payable & receivable tracking
1099 contractor filing

Controller Services

Included in Control+

Controller-level financial oversight without the six-figure salary. Perfect for businesses that need GAAP-compliant financials and deeper analysis.

What's Included

GAAP-compliant financial statements
Accrual accounting & adjusting entries
Monthly variance analysis
Multi-entity or multi-location bookkeeping
Multi-state sales tax compliance
Job costing & departmental reporting
Audit-ready financial packages
Internal controls review

Fractional CFO

Included in CFO Partner

Executive-level financial strategy for businesses preparing for growth, funding, or acquisition — at a fraction of the cost of a full-time CFO.

What's Included

8 hours/month dedicated CFO time
Annual budget & cash flow forecasting
KPI dashboard & board reporting
Scenario modeling & strategic planning
Quarterly tax strategy sessions
Bank relationship support
Investor-ready financial packages
M&A preparation & due diligence support

Tax Services

Included in Add-on

Comprehensive tax preparation and planning for your business and personal returns. We ensure compliance and minimize your tax burden.

What's Included

Business tax returns (S-Corp, LLC, Sole Prop)
Personal tax returns for business owners
1099 filing & compliance
Sales tax filing (multi-state)
Quarterly estimated tax calculations
Tax planning & strategy sessions
IRS correspondence handling
State & local tax compliance

Payroll Services

Included in Growth+

Full-service payroll processing integrated with your bookkeeping. We handle everything from direct deposits to year-end W-2s.

What's Included

Full payroll processing & direct deposit
W-2 & 1099 preparation
Federal & state payroll tax filing
New hire reporting
Workers' compensation tracking
PTO & benefits tracking
Gusto integration & management
Payroll compliance & audit support

Not Sure Which Services You Need?

Book a free discovery call and we'll recommend the right plan based on your business size, industry, and goals.