Services

01

Bookkeeping & Transactional Accounting

Accurate books are the foundation of every sound business decision. We handle your day-to-day transactional accounting so you always have a clear, current picture of your finances.

• ✓   Monthly reconciliation of bank and credit card accounts
• ✓   Monthly P&L, balance sheet, and cash flow statement
• ✓   QuickBooks Online setup and management
• ✓   Catch-up and cleanup work, no judgment

Starting at $500 per month. Final price scoped to your transaction volume and complexity.

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02

App & AI Advisory

The right tools change how your business runs. The wrong ones cost time and money. We help small businesses navigate the growing landscape of accounting software and AI tools, cutting through the noise to find what actually fits.

• ✓   Software evaluation and selection
• ✓   AI tool assessment, what's real vs. hype
• ✓   Implementation and integration with your books
• ✓   Independent advice, no vendor partnerships

Project-based. Scope-dependent. Quoted after a free initial conversation.

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03

Outsourced CFO

CFO-level thinking without the full-time hire. We work alongside you to understand your business goals and help you make the big calls with confidence.

• ✓   Cash flow forecasting and KPI dashboards
• ✓   Pricing, margin, and scenario analysis
• ✓   Banking, lending, and investor support
• ✓   Monthly working sessions, available between meetings

Quoted after a free initial consultation. No long-term contract.

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04

Payroll

Accurate, on time, every time. Payroll handled by a CPA-led team, with every federal, state, and local tax filing taken off your plate.

• ✓   Weekly, bi-weekly, semi-monthly, or monthly payroll runs
• ✓   All federal, state, and local tax filings handled
• ✓   Certified payroll, multi-state, and 1099 contractors
• ✓   IRS and state notices come to us, not to you

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