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 PartnerExecutive-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
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