Our Services
The full financial stack
for your business
From daily bookkeeping to CFO-level strategy — every financial service your small business needs, delivered by one team that knows your numbers inside out.
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One firm.
Every service you need.
CFO Advisory
Financial modeling, FP&A reporting, and monthly CFO strategy — all from the same team already in your books.
CFO Advisory
From $500/mo · month-to-month
Strategic financial leadership without the full-time cost. We bring CFO-level financial modeling, FP&A reporting, and monthly advisory calls to growing small businesses — starting at $500/month.
Learn About CFO AdvisoryFinancial Modeling
3-statement model, projections, scenarios
FP&A
Budgets, forecasts, KPI reporting
CFO Advisory
Monthly strategy calls, growth decisions
Monthly bookkeeping & operations
The financial foundation every small business needs — clean books, reconciled accounts, and financial statements delivered every month.
Monthly Bookkeeping
QuickBooks & Xero · From $350/mo
We handle the day-to-day transaction recording, categorization, and organization of your financial data — using either QuickBooks Online or Xero, depending on your preference.
Includes
- Transaction recording and categorization
- Expense and income matching
- Sub-ledger management
- Chart of accounts maintenance
- Month-end close process
- Bookkeeping health check report
Bank & Credit Card Reconciliation
Every transaction, accounted for
We reconcile every bank account, credit card, and payment processor — ensuring your recorded transactions match your statements to the penny.
Includes
- All bank account reconciliations
- Credit card reconciliation
- PayPal, Stripe, Square, and more
- Discrepancy identification and resolution
- Audit trail documentation
- Monthly reconciliation report
Financial Statements
P&L, Balance Sheet & Cash Flow
Timely, accurate financial statements that give you a complete picture of your business performance — formatted clearly for owners, accountants, and lenders alike.
Includes
- Monthly profit & loss statement
- Balance sheet
- Cash flow statement
- Year-over-year comparison reports
- Custom reporting on request
- PDF and export delivery
Payroll Processing
Gusto-powered · From $200/mo
Full-service payroll processing for your team — powered by Gusto. Direct deposit, automated tax filings, W-2s and 1099s, all integrated with your bookkeeping.
Includes
- Employee payroll processing
- Federal and state payroll tax filings
- Direct deposit & same-day ACH
- W-2 preparation and filing
- 1099 contractor preparation
- New hire reporting
Accounts Payable / Receivable
Cash in, cash out — under control
We manage your vendor bills and customer invoices so nothing falls through the cracks. Stay current on what you owe and what you're owed.
Includes
- Invoice creation and delivery
- Customer follow-up for overdue invoices
- Vendor bill processing
- Payment scheduling and tracking
- Aging reports (AR & AP)
- Vendor and customer account management
Expense Tracking & Categorization
Maximize your deductions
Every business expense tracked, categorized correctly, and ready for tax season. We ensure nothing deductible gets missed.
Includes
- Receipt and expense capture
- IRS-compliant categorization
- Mileage tracking integration
- Reimbursement workflows
- Monthly expense summary
- Year-end deduction report
Forecasting & budgeting
Forward-looking financial tools that help you make confident decisions about hiring, spending, and growth.
Cash Flow Forecasting
30, 60, and 90-day visibility
Know exactly where your cash is going — and where it's coming from. Our rolling forecasts help you plan for payroll, taxes, and growth investments with confidence.
Includes
- Rolling 13-week cash flow forecast
- Revenue and expense scenario modeling
- Seasonal trend analysis
- Cash runway calculations
- Alert thresholds and notifications
- Monthly forecast vs. actuals review
Budget Preparation
Plan. Track. Adjust.
We help you build realistic annual budgets and track performance against them monthly — so you can make data-driven decisions all year long.
Includes
- Annual budget buildout
- Departmental or project-level budgets
- Budget vs. actuals reporting
- Variance analysis with commentary
- Mid-year budget revisions
- Goal-setting support
Tax preparation & contractor filing
Individual and business tax returns, plus year-round contractor compliance — all built on the clean books we're already keeping.
Tax Preparation
Individual & Business Returns
Full tax return preparation — individual 1040s at a flat $500, and business returns (1065, 1120-S, 1120) with custom quotes based on entity type and complexity.
Includes
- Individual 1040 — flat $500 (all schedules, 1 state)
- Partnership returns — Form 1065 (from $600)
- S-Corporation returns — Form 1120-S (from $700)
- C-Corporation returns — Form 1120 (from $900)
- Federal & state e-filing
- IRS correspondence support
1099 Contractor Management
Stay compliant with contractors
Track contractor payments throughout the year and handle 1099-NEC preparation and filing — keeping you IRS-compliant without the last-minute scramble.
Includes
- W-9 collection and management
- Contractor payment tracking
- 1099-NEC preparation
- IRS filing (paper or e-file)
- Contractor copies
- Year-round support
One-time & catch-up work
Getting started or catching up — we handle setup and historical cleanup as flat-rate projects with no hourly billing.
Catch-up & Cleanup Bookkeeping
Flat-rate project pricing — custom quote
Months or years behind on your books? We specialize in historical cleanup — reconciling every period, removing errors, and delivering year-end financials at a flat project rate.
Includes
- All months reconciled from scratch
- Transaction categorization for every period
- Duplicate & posting error removal
- Year-end P&L, balance sheet & cash flow
- Bank & credit card reconciliation
- Clean handoff to ongoing monthly service
QuickBooks / Xero Setup & Training
$300 one-time · start right, stay right
New to cloud accounting? We'll set up your software the right way from day one — including your chart of accounts, bank connections, and initial data import.
Includes
- QuickBooks Online or Xero setup
- Custom chart of accounts
- Bank and credit card connections
- Historical data import
- Software training (2-hour session)
- Ongoing support and Q&A
Not sure which services you need?
Let's talk. A free 30-minute consultation helps us understand your business and recommend exactly the right combination of services.
Schedule Free Consultation