Services

Three services. One finance team.

Most clients start with bookkeeping and grow into CFO and systems work. We scope to the job in front of you — not a packaged tier.

Full-Service Bookkeeping

Monthly retainer

We own your monthly close end-to-end. Categorized transactions, clean reconciliations, accurate financials, and a tidy audit trail — delivered on a predictable cadence.

Monthly close & reconciliations
AP / AR management
Payroll integration & journal entries
Sales tax & 1099 prep support
Monthly P&L, balance sheet, cash flow

Fractional CFO Services

Ongoing or project

A senior finance partner embedded in your business. We build the forecast, run the metrics, prep the board, and sit beside you through fundraises and key decisions.

13-week cash forecasting
Annual budget & rolling re-forecasts
KPI dashboards & investor reporting
Pricing, margin & unit economics
Board prep & fundraising support

Accounting Systems & Processes

4–8 week project

The plumbing under your finance function. We pick the right stack, design the chart of accounts, automate the busywork, and train your team to keep it humming.

Software selection & implementation
Chart of accounts design
Workflow automation (Ramp, etc.)
Documented SOPs & internal controls
Team training & handoff

E-commerce add-ons

Specialty bookkeeping for inventory businesses.

Landed cost & true COGS · Multi-channel reconciliation (Shopify, Amazon, TikTok Shop) · SKU-level margin · A2X / ConnectBooks integration.

See e-comm specialty →

$500 value

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