Services
Three tiers. One operating principle.
Start where the business actually is. Move up when the work changes.
Bookkeeping
The foundation. Clean books, on time, by degreed accountants. Done so well you forget about it.
What's included
- Daily transaction recording & categorization
- Bank reconciliations
- Credit card reconciliations
- Accounts payable management
- Accounts receivable management
- Payroll coordination
- Month-end close
- QuickBooks Online & Desktop expertise
Who it's for
Owners who want their books done correctly the first time and never want to hear “we'll fix it at year-end” again.
What you get
A monthly close you can trust, a CPA who doesn't dread your file, and zero March surprises.
Outsourced Accounting
The full accounting department, without the hiring, the benefits, or the turnover.
What's included
- P&L, balance sheet, cash flow statements
- Period-end review & analysis
- Workman's comp audit coordination
- Annual nonprofit audit coordination
- Budgeting & forecasting
- Variance analysis
- Management reporting
- KPI dashboards owners actually use
Who it's for
Companies $1M–$20M that have outgrown a bookkeeper but don't need a full-time controller yet.
What you get
Financial statements you'd hand a banker without hesitation, and a forecast that survives contact with reality.
Not sure which tier? Most owners aren't — until thirty minutes in.
CFO Advisory
The work most accounting firms quietly avoid. The work that determines what the business is worth in ten years.
What's included
- Fractional CFO services
- Business valuation
- Mergers & acquisitions support
- Franchise development advisory
- Generational wealth planning
- Succession advisory
- Strategic financial consulting
- Business builder consulting for $1M+ owners
Who it's for
Owners considering acquisition, franchise expansion, exit, or the generational hand-off. Anyone who's asked “what's this thing actually worth?” and didn't like the answer.
What you get
A financial architect who has taken a pharma company public, run M&A integrations for SEC-regulated firms, and won a $17M lawsuit by reading bank records other people couldn't be bothered to open.
What advisory actually looks like
“It puts complexity into something manageable. KPIs, industry benchmarks, the interpretive part — the connective tissue between the numbers and what to actually do about them.”
Peg Pandolfi, Financial Operations Manager
Industries we serve
Owner-led companies that have outgrown a single bookkeeper.
Lawyers, advisors, agencies
Group & specialty practices
Operating & investment
Multi-unit & expansion
Project-based revenue
Audit-required organizations
$1M–$20M revenue
Sale, succession, transfer
How we work
Four steps from "let's talk" to "monthly rhythm."
No 80-page proposal. No big-firm theater. The shape of the engagement is in place inside a month.
Discovery call
Thirty minutes. We talk through where the business is, where it's going, and where the books are getting in the way. No pitch, no slides.
Diagnostic
We look at the actual books, statements, and any prior cleanup work. Owner-led companies often discover what's actually been miscategorized for years here.
Scoped engagement
A one-page agreement: which tier, what's included, monthly cadence, single point of contact, response-time commitment. No surprises.
Monthly rhythm
Close on time. Statements when you expect them. Quarterly strategy review. Every email answered within 24 hours.
Frequently asked