Available Services
We understand that every business has unique needs. With this in mind, all of our
services can be offered individually or bundled for a more integrated solution. Whether
you need day-to-day financial management, strategic financial leadership, HR support,
or a combination of all three, we’ll work with you to create a customized plan that aligns
with your goals, budget, and stage of growth.
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Flexibility is at the core of our approach. You get exactly what you need, when you need
it.
Bookkeeping Services
Keep your financials clean, current, and ready for strategic decisions.
Our day-to-day bookkeeping services include:
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Monthly bank and credit card reconciliations
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Accounts payable and receivable management
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Payroll coordination and compliance
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Quarterly financial reports (Profit & Loss, Balance Sheet, Cash Flow)
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QuickBooks setup, cleanup, and training
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See below to learn why we use QuickBooks
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Sales tax tracking and reporting
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Year-end support for tax filings
HR Consulting Services
Build a people-first foundation as your business scales:
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HR compliance audits and documentation
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Employee handbook creation and policy updates
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Onboarding and offboarding process design
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Job descriptions and recruiting services
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Performance review systems
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Benefits research and administration support
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Conflict resolution and employee relations guidance
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Outsourced HR support for growing teams
Fractional CFO Services
Strategic financial leadership without the full-time cost:
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Cash flow forecasting and runway analysis
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Annual budgeting and rolling forecasts
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Fundraising and investor pitch support
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Profitability and margin analysis
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Scenario modeling for key business decisions
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Custom dashboard creation and KPI tracking
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Board and investor reporting
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Business strategy and financial navigation
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Exit readiness and M&A financial preparation
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Financial compliance and internal controls
Bookkeeping + Fractional CFO Services
Combine accurate day-to-day financials with strategic insight to unlock smarter decisions and faster growth.
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Why It Works:
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Seamless Financial Flow: Always up-to-date numbers give your CFO the insight needed for real-time guidance.
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Unified Team Approach: No handoffs or communication gaps between bookkeeping and strategic financial leadership.
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Real-Time Decision Support: Monthly reporting flows directly into forecasting and planning.
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Scalable Growth: From cash flow management to funding preparation, your financial operations evolve as you grow.