Everything Your Finances Need, Under One Roof

Most business owners did not start their company because they love spreadsheets. We handle the financial side of your business, from the everyday bookkeeping that keeps the lights on to the analysis that helps you figure out what to do next.

How It Works

We offer three levels of financial support. Most clients start with the first two and add the third as their business grows. All three are available individually or as a package.

Pick the service level that’s right for your growing business

TIER 1

Bookkeeping & Accounting

This is the work that has to happen every week, every month, no matter what. It is not glamorous, but when it is done right, it means you always know where your money is, what you owe, and what you are owed. When it is done wrong, it causes headaches that take months to untangle.

We take this off your plate entirely.

Bookkeeping

Your records, kept current and accurate, every single week.

  • Who this is for: Any business owner who is currently doing their own bookkeeping at 11pm, or handing a shoebox of receipts to their accountant at tax time.
  • What we do: We record every transaction as it happens: sales, expenses, transfers, refunds. Everything is categorized correctly and reconciled against your bank and credit card statements on a regular schedule.
  • What you get: You always know exactly what came in and what went out. No surprises. No scrambling. Clean books ready whenever you need them.

    • Financial Reporting

    The numbers that show you how your business is actually doing.

  • Who this is for:  Business owners who want to understand their profit and loss but are not sure how to read the reports their software generates, or whether the reports they have are even the right ones.
  • What we do:  We prepare your profit and loss statement, balance sheet, and cash flow statement each month and walk you through what they mean. We format them so they are easy to read, not just technically correct.
  • What you get:  A clear, monthly snapshot of your business health. You will know whether you made money, where it went, and whether your business is in a stronger or weaker position than it was last month.

    • Accounts Payable

    Your bills paid on time, every time, without you having to think about it.

  • Who this is for:  Business owners who have missed a vendor payment, paid a late fee, or lost track of what is due and when because managing payables is just one more thing on an already long list.
  • What we do:  We manage your vendor payments from start to finish. We log incoming invoices, confirm amounts, schedule payments on the right dates, and keep a running record of everything paid.
  • What you get:  No late fees. No strained vendor relationships. No mental load of tracking what is due. Payments go out when they should.

    • Accounts Receivable

    Your money collected, without the awkward follow-up.

  • Who this is for:  Businesses that invoice clients or have any kind of ongoing billing relationship, especially those who find themselves chasing payments or unsure of who owes them what.
  • What we do:  We send invoices, track what has been paid and what has not, follow up on overdue accounts, and keep an aging report so you always know the state of your receivables.
  • What you get:  Faster collections, fewer outstanding invoices, and a clear picture of the cash that is on its way to you.

    • Invoice Processing

    Every incoming bill logged, verified, and ready to pay.

  • Who this is for:  Businesses with a high volume of supplier invoices, particularly restaurants, hotels, and retail operations where purchasing activity is constant.
  • What we do:  We receive, review, and log every incoming invoice before it goes to payment. We flag discrepancies, match invoices against purchase orders where applicable, and keep a clean audit trail.
  • What you get:  Nothing slips through the cracks. Every bill is accounted for before any money moves.

    • Payroll Management

    Your team paid correctly and on time, every pay period.

  • Who this is for:  Any business with employees. Especially those who have had a payroll error before, are nervous about tax withholdings, or are spending hours each pay period doing something that should take minutes.
  • What we do:  We run payroll on your schedule, handle all the calculations including taxes, deductions, and benefits, and make sure the right amount hits every employee’s account at the right time.
  • What you get:  Payroll done. Every time. Your employees are paid correctly, your records are clean, and you are not the one doing the math at midnight before a pay date.

    • TIER 2

    Business Analytics & Reporting

    This is where most accounting firms stop working and we keep going. Clean books tell you what happened last month. Analytics tell you why it happened and what you should do about it. If you have ever looked at your profit and loss and thought ‘I made money on paper but I have no idea where it went,’ this is the service that answers that question.

    Custom KPI Dashboards

    The numbers that matter to your business, in one place, always up to date.

  • Who this is for:  Business owners who are making decisions based on gut feeling because they do not have an easy way to see how their business is performing in real time.
  • What we do:  We build a simple, visual dashboard tailored to your business. We pick the metrics that actually matter for your type of operation, not a generic list, and keep it updated so you can check in without digging through reports.
  • What you get:  A clear, real-time view of your business performance. You stop guessing and start deciding based on what is actually happening.

    • Profitability Analysis

    Find out exactly where you are making money, and where you are not.

  • Who this is for:  Business owners with multiple locations, product lines, service offerings, or revenue streams who suspect that some parts of their business are carrying others, but are not sure which.
  • What we do:  We break your revenue and costs down by whatever unit makes sense for your business: by location, by menu category, by service type, by day of week. We show you what each part of your business actually contributes to the bottom line.
  • What you get:  You know which parts of your business to grow, which to fix, and which to question. No more funding a money-losing operation without realizing it.

    • Labor and Cost Variance Reporting

    Catch overspending before it becomes a problem.

  • Who this is for:  Business owners in industries where labor or cost of goods is a major expense, particularly restaurants and hospitality operations, who have felt the end-of-month surprise of costs running higher than expected.
  • What we do:  We compare what you planned to spend against what you actually spent, every week or every month. We flag the gaps, identify the patterns, and give you context so you can decide what to do about them.
  • What you get:  Early warning when costs are drifting. You have time to adjust before a small variance becomes a margin problem.

    • Cash Flow Forecasting

    Know what your bank balance will look like before you get there.

  • Who this is for:  Business owners who have ever been caught short at the end of the month despite having a profitable business on paper, or who are nervous about making a large purchase or hire without knowing if the timing is right.
  • What we do:  We use your actual financial history to build a rolling forecast of your cash position. We factor in your income patterns, your recurring expenses, your AR aging, and any known upcoming costs.
  • What you get:  You can see what is coming and plan around it. Big purchases, new hires, slow seasons: you go into them with eyes open instead of hoping for the best.

    • Budget vs. Actuals Tracking

    A reality check on how your plan is holding up.

  • Who this is for:  Business owners who have a budget but no easy way to see whether they are actually sticking to it, or who make a budget once a year and then forget about it until things go sideways.
  • What we do:  We build your annual budget with you, then compare it against your actual results every month. We present the gaps clearly and talk through what they mean so you can course-correct while there is still time.
  • What you get:  Your budget becomes a tool you use, not a document you file away. You know exactly how the year is tracking and what adjustments to make.

    • Revenue Trend and Seasonality Reporting

    Understand the patterns in your business so you can plan ahead.

  • Who this is for:  Businesses with seasonal revenue cycles, restaurants with peak hours and slow seasons, hotels with occupancy swings, or any operation that needs to staff and purchase in advance.
  • What we do:  We analyze your historical revenue data to surface the patterns: which months are strong, which are slow, which days of the week drive the most volume. We give you the numbers behind the instinct you already have.
  • What you get:  You make staffing, purchasing, and cash management decisions based on what your own data says, not just experience and habit.

    • Labor Forecasting & Management

    Plan your staffing costs before they become a problem.

  • Who this is for:  Business owners in restaurants, hospitality, and other labor-intensive operations who want to anticipate staffing needs and costs rather than react to them after the fact.
  • What we do:  We build labor forecasts based on your revenue patterns, historical staffing data, and seasonal trends. We track actual labor against forecast each week and flag variances before they compound.
  • What you get:  You go into each week and each month knowing what your labor budget should be, and you hear about it when things are drifting off track, not after the payroll run.

    • Manager Scorecards

    Give your managers the numbers that tell them how their area is performing.

  • Who this is for:  Multi-location operators, department heads, or any business where individual managers are responsible for cost or revenue targets but do not have easy access to their own financial performance data.
  • What we do:  We build simple, regular scorecards tailored to each manager’s area of responsibility. Revenue, labor, cost of goods, key expenses. Delivered on a schedule so managers can see how they are tracking without digging through reports.
  • What you get:  Managers who know their numbers make better decisions on the floor. You spend less time explaining the financials and more time having conversations about what to do about them.

    • Custom Analytics Packages

    A reporting setup built specifically around how your business works.

  • Who this is for:  Business owners who have outgrown generic reporting templates and need analytics that reflect their specific operation, revenue model, or management structure.
  • What we do:  We work with you to identify the metrics that matter for your business and build a custom reporting package around them. Not a template. Not a default dashboard. Something designed for you.
  • What you get:  A financial reporting setup that answers the questions you actually ask, not the questions a generic accounting software assumes you have.

    • TIER 3

    CFO & Leadership Services

    At some point, a business grows to the point where it needs more than someone to keep the books and run the reports. It needs a senior financial voice in the room: someone who understands the numbers deeply and can help make the big calls. A full-time CFO costs upward of $200,000 a year. Our fractional services give you that same level of thinking for a fraction of the cost, available as much or as little as you need.

    Fractional CFO Services

    Senior financial leadership, without the full-time salary.

  • Who this is for:  Growing businesses that need high-level financial guidance but are not ready, or do not need, a full-time CFO. Common inflection points: preparing for a loan, navigating rapid growth, bringing on investors, or planning an exit.
  • What we do:  We act as your part-time CFO. That means attending leadership meetings, advising on financial strategy, managing relationships with lenders or investors, reviewing major decisions from a financial perspective, and building the reporting structure a serious business needs.
  • What you get:  You have a trusted financial voice in your corner for the decisions that actually shape your company’s future. Not just someone crunching numbers, but someone helping you decide what to do with them.

    • Audit Support

    Someone in your corner when the auditors come.

  • Who this is for:  Any business facing a financial audit, whether from a lender, a franchisor, an investor, or a government agency. Especially useful for business owners who have never been through an audit and are not sure what to expect.
  • What we do:  We prepare all the documentation an auditor will need, organize your records so they are easy to review, coordinate directly with the external auditing team, and make sure nothing is misrepresented or overlooked.
  • What you get:  An audit that runs smoothly, finishes on time, and does not pull you away from running your business for weeks.

    • Mergers, Acquisitions & Due Diligence

    Financial support for buying, selling, or merging a business.

  • Who this is for:  Business owners who are considering acquiring another company, selling their own, or merging with a partner, and want someone with financial expertise on their side of the table.
  • What we do:  We analyze the financial health of a target business, flag risks buried in the numbers, build or review valuation models, and help you understand exactly what you are getting into before you sign anything.
  • What you get:  You go into a deal with a clear-eyed view of the financial reality, not the version the other side wants you to see.

    • Company Startup Support

    Get the financial foundation right from day one.

  • Who this is for:  Entrepreneurs launching a new business who want to set up their accounting structure, chart of accounts, and financial processes correctly from the start, rather than inheriting a mess to fix later.
  • What we do:  We set up your accounting system, establish your chart of accounts, build the reporting framework your business will need as it grows, and make sure your financial operations are structured properly from the beginning.
  • What you get:  A financial infrastructure that works for you from day one and scales cleanly as your business grows. No retrofitting, no cleanup projects six months in.

    • Get Started

    Not Sure Which Services You Need?

    That is exactly what the free consultation is for. Tell us where things stand and we will tell you honestly what would help. No pressure, no upsell.

    Schedule a Free Consultation