Full-spectrum financial leadership for owner-operated companies. Pick what you need or take the whole stack — the monthly close, the financials, the forward view, and the smart tools that make it all run without adding headcount.
01
Month-end close
A clear monthly process with owners and due dates, so you know when your numbers will be ready.
A monthly checklist with a person responsible for every task.
Bank and card accounts matched to your records.
Shared costs and company-to-company transactions recorded correctly.
Several locations or companies combined into one clear report.
Supporting files saved with the numbers they explain.
02
Tax-ready financials
Clean statements your tax professional can use without a long list of follow-up questions.
Your records organized in the format your tax professional needs.
Equipment and other major purchases tracked over time.
Financial statements prepared using the right reporting rules for your business.
Income and expenses grouped by location, department, or product.
A year-end package prepared for your tax professional.
03
Fractional CFO
A financial partner who helps you see what is coming and make decisions with confidence.
A rolling cash forecast that shows what is available and when.
Budget compared with actual results, with the reasons made clear.
Pricing and profit analysis by product, project, or location.
A short list of key numbers worth watching.
Major decisions reviewed for their real financial impact.
04
Audit-ready records
If an auditor arrives, the support is already organized and tied to the numbers.
Schedules maintained throughout the year, not rebuilt at the last minute.
Internal checks documented for compliance-focused businesses.
Receipts and other support saved as transactions are recorded.
Changes and unusual results explained back to the source.
Auditor questions answered without a scramble.
05
Payroll & 1099 support
Payroll and contractor records organized so your expenses are reported accurately.
1099 tracking, W-9 collection, and year-end matching.
Payroll costs separated into the right business categories.
Commissions and bonuses recorded in the month they belong to.
Owner payments kept separate from regular compensation.
06
AI-powered bookkeeping automation
Smart tools handle repetitive bookkeeping work, while a person reviews every result before it reaches your reports.
Statements, bills, and receipts read and sorted automatically.
Transactions matched and duplicates flagged before they enter your books.
Regular monthly entries prepared on schedule for review.
Your monthly report package assembled on time.
Nothing is posted without human review.
Not sure which of these you need?
That's the point of the consultation. Tell me where the pain is and I'll tell you which of these actually applies — and which doesn't.
