From day-to-day accounting to the boardroom.
Accounting, controller, fractional CFO, and board support. Start with what you need today, and add more as things change.
Accounting
Full-cycle bookkeeping, AP/AR, and month-end close for companies without in-house accounting staff.
- Accounts payable & receivable management
- Full-cycle bookkeeping
- Month-end close
- Reliable financials you can hand to your CPA or lender with confidence
Companies with no in-house bookkeeper who need dependable, accurate financials — the foundation everything else is built on.
Companies that have outgrown basic bookkeeping and need real financial reporting and internal controls — without a full-time hire.
Controller
Financial reporting, internal controls, and oversight of your accounting function.
- Financial reporting & internal controls
- Oversight of the accounting function
- Rolling cash flow visibility, so you always know where you stand
- Management reporting package and close calendar
- Support for audit and lender packages
Fractional CFO
Strategic financial leadership: forecasting, cash flow, and a defined picture of success with a quarterly plan to get there.
Define success. Plan the path.
We identify what success looks like based on your needs, then put a plan in place to achieve it.
- Strategic forecasting & cash flow management
- Define what success looks like based on your needs
- A plan to achieve it
- For ESOP clients: we facilitate the relationship with your TPA, translating their output (repurchase obligation, valuation) into your planning and execution cycle
Board Services
Governance advisory, financial oversight, and trustee liaison support — particularly for ESOP boards.
- Governance advisory & financial oversight
- Trustee liaison support
- Board-ready reporting your directors can act on with confidence
- For ESOP boards: facilitate the TPA relationship, and fold valuation and repurchase into the plan
ESOP and other company boards that need credible, governance-level financial oversight and a steady liaison to the trustee.
How an engagement starts.
Discovery call
A short conversation about your company and what you need from finance.
Financials diagnostic
We look at how numbers, reporting, and process work today — and where they don't.
90-day plan
Clear priorities for the first 90 days, tied to what success looks like.
Monthly cadence
A regular rhythm of work and reviews on the schedule we set.
Not sure where to start?
Tell us where your financials and planning stand today — we'll recommend a starting point. Common questions
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