Your entire finance function, under one roof
Five connected service lines, delivered by one dedicated team. Whether you need clean monthly books, a tax problem solved, a valuation for a sale, or a CFO to steer the next round of growth, it all lives in one place and tells one story.
Accounting and Bookkeeping
Everything starts with clean, current books. Our team keeps your ledgers reconciled, your payroll on time, and your software tidy, so the numbers you make decisions on are always accurate and never a month behind. If you are starting from a backlog, we handle catch-up and cleanup first, then keep it pristine going forward.
- Monthly bookkeeping
- Small business bookkeeping
- Payroll processing
- QuickBooks management
- Bank and card reconciliation
- Tax filing support
What you get each month
- Reconciled books by a set close date
- Profit and loss, balance sheet, cash flow
- A named bookkeeper you can reach
Tax, Corporate Filings and Secretarial
Tax should be a plan, not a scramble. We handle your business and income tax end to end, keep your quarterly estimates on track, and step in when the IRS gets involved. Because the same team keeps your books, nothing gets lost in the handoff between bookkeeping and filing.
- Small business tax
- Tax advisory and planning
- Income tax
- IRS problem resolution
- IRS amended tax returns
- Business tax preparation
- Quarterly estimated tax
Where we help most
- Lowering your effective tax rate legally
- Getting behind or amended returns filed
- Responding to IRS notices and audits
Advisory Services
When the stakes rise, you want someone who has seen the deal before. Our advisory team supports mergers and acquisitions, valuations for a sale or a loan, cash flow projections, and full business plans. We translate your numbers into the decisions in front of you, and stand alongside you through them.
- Mergers and acquisitions
- Buy and sell side support
- Business consulting
- Business valuation for sale
- Business valuation for loan
- Cash flow projection
- Business plan
Good moments to call
- Buying or selling a business
- Applying for a loan or raising capital
- Planning your next stage of growth
Fractional CFO and Staffing
Hire exactly the finance role you need, exactly when you need it, without carrying a full-time salary. From a virtual CFO who owns strategy and forecasting to a specialist who clears your payables, our people plug into your business from week one and scale with you.
- Virtual CFO services
- Hire an accountant
- Hire a virtual bookkeeper
- Hire an AP specialist
- Hire an AR specialist
- Hire a demand and supply planner
What a fractional CFO owns
- Forecasting, budgeting, and KPIs
- Fundraising and lender conversations
- Board-ready reporting and analysis
Digital Transformation
Good systems make good books effortless. We implement and configure ERP platforms so your operations, inventory, and finances finally talk to each other. Because we live in these numbers daily, we set the system up the way an accountant actually needs it, not just the way the manual describes.
- ERP implementation
- Odoo ERP implementation
- Salesforce ERP implementation
- System integration and cleanup
The payoff
- One source of truth across the business
- Less manual data entry and fewer errors
- Real-time inventory and financials
Mix the services you need into a single monthly engagement
Most clients do not want five vendors. They want one team that handles the books, files the taxes, answers the hard questions, and picks up the phone. That is exactly how we work. We scope a package around your size and needs, agree a fixed monthly fee, and adjust it as you grow.
- No per-question billing. Ask us anything.
- Scale services up or down as things change.
- One point of contact who knows it all.
Not sure which services you need?
Book a free consultation. We will look at where you stand and recommend the right mix, with a clear quote and no obligation.