Services
What we take off your desk.
Engagements are built from these six lines. Take the whole function, or only the pieces your team can't cover — the scope is written down either way.
Bookkeeping & reconciliation
Daily and weekly transaction coding, bank and credit-card reconciliations, and a general ledger that stays clean between closes.
Accounts payable & receivable
Bill entry and approval routing, scheduled vendor payments, invoicing, collections follow-up, and aging reports you can act on.
Month-end close & financial statements
Accruals, prepaids, fixed-asset schedules, and a published P&L, balance sheet, and statement of cash flows with a written variance note.
Controller & fractional CFO
Budgets and rolling forecasts, 13-week cash flow, KPI and margin analysis, pricing support, and lender or investor reporting packages.
Cleanup & catch-up
Years of unreconciled accounts, misapplied payments, and duplicate entries brought current and reconciled — so your year-end package is clean.
Systems, controls & software
QuickBooks, Xero, and NetSuite setup and migration, chart-of-accounts design, approval workflows, and documented monthly procedures.
Engagement models
Three ways to work with us
Recurring
Monthly retainer
A fixed scope and a fixed fee. The most common arrangement — ongoing bookkeeping through month-end close, with reporting on a set calendar.
One-time
Project
Cleanup, a software migration, a chart-of-accounts rebuild, or a year of catch-up work. Quoted as a project, with a finish date.
Ongoing
Fractional controller or CFO
A set number of hours a month for review, forecasting, and the conversations that come before a decision — layered on top of the monthly work or on its own.
Ready to hand off the ledger?
A 30-minute consultation, no charge — we'll tell you what we see in your books and what it would take to run them.