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Our Services

Whether it’s building out your first real budget or helping your leadership team understand the story your financials are telling, we offer a full spectrum of services that meet you where you are. From CFO-level guidance to month-end close, we’re built to serve businesses who want a better finance function without the burden of hiring internally.

RECURRING SERVICES

Running a business without strategic financial leadership is like flying without instruments—you may stay in the air for a while, but you can’t see where you’re headed.

Our Fractional CFO Services provide you with executive-level insight, guiding your financial strategy, managing risks, and helping you grow confidently and sustainably.

Scope Includes:

  • Cash flow forecasting and liquidity planning
  • Banking and investor relationship management
  • Board reporting and strategic guidance
  • KPI definition and dashboard analysis
  • Capital planning and fundraising support

A healthy business needs more than just numbers—it needs strong financial management and oversight. Our Fractional Controller Services supervise your accounting processes, ensure your books are accurate and compliant, and deliver reliable financial reporting that owners, lenders, and investors can trust.

Scope Includes:

  • Supervise bookkeeping, A/P, A/R, and payroll functions
  • Review monthly reconciliations and ensure close process integrity
  • Establish and monitor internal controls and approval workflows
  • Analyze financial data for inconsistencies or errors
  • Manage monthly and quarterly financial reporting
  • Train or mentor client-side accounting staff as needed

Your financial reports are only as good as the data they’re built on. Our Monthly Bookkeeping service ensures that every transaction is recorded accurately, categorized properly, and reconciled consistently, so you have a clean, reliable foundation for managing and growing your business.

Scope Includes:

  • Record and categorize all income and expense transactions
  • Bank and credit card reconciliations
  • GL (General Ledger) maintenance and clean-up
  • Upload or organize client-provided financial documents

PROJECT-BASED SERVICES

Even the best data is useless without interpretation. Our Financial Reporting & Analysis service transforms your raw numbers into clear, actionable insights that management, lenders, and investors can rely on—giving you the visibility you need to make smarter decisions, manage cash flow, and measure progress toward your business goals.

Scope Includes:

  • Delivery of monthly financial statements (P&L, Balance Sheet, Cash Flow)
  • Budget vs. actuals and KPI dashboard reporting
  • Customized reporting package and executive summary
  • Monthly or quarterly financial review calls

Cash flow forecasting isn’t just for crisis moments—it’s a core discipline of running a successful business. We equip you with tools to anticipate what’s ahead, align spending with priorities, and confidently navigate daily operations and strategic decisions alike.

Scope Includes:

  • Build 13-week or rolling 3-month cash flow forecast
  • Historical analysis of inflows/outflows
  • Weekly variance report and review with management
  • Identification of timing gaps or risk periods
  • Integration with operating budgets and business plans

Without a plan for the future, business decisions become guesswork. Our Budgeting & Forecasting service builds a clear, flexible roadmap for your revenues, expenses, and cash flow—including forecasting capital needs, headcount growth, and operational costs for new business lines—so you can scale with foresight, confidence, and real value creation.

Scope Includes:

  • Fully designed assumption driven financial model in Excel
  • Annual budget development
  • Monthly or quarterly forecast updates
  • Scenario planning and runway tracking
  • Custom templates or dashboard delivery

Falling behind on your books creates hidden risks—from tax penalties to cash flow surprises. Our Clean-Up & Catch-Up Projects get your financials current, organized, and accurate, giving you a fresh, trustworthy starting point to move your business forward with confidence.

Scope Includes:

  • Reconciliation of prior months or years
  • GL clean-up and adjusting journal entries
  • Correction of misclassifications and errors
  • Preparation for tax or audit readiness

Good processes and internal controls protect your business from fraud, error, and operational chaos. Our Internal Controls & Process Improvement service strengthens your financial systems, streamlines approvals, and establishes workflows that reduce risk and increase efficiency.

Scope Includes:

  • Risk assessment and internal control audit
  • SOPs for key processes
  • Segregation of duties recommendations
  • Approval workflows and automation strategies

Facing an audit or tax season without preparation can create stress, rework, and financial risk. Our Audit & Tax Prep Support service organizes your financial data, prepares schedules and tie-outs, and integrates seamlessly with your tax professionals and audit teams—making year-end reporting smoother, faster, and less disruptive.

Scope Includes:

  • Trial balance and schedule prep
  • Support for PBC (Prepared By Client) request lists
  • Year-end tie-outs and adjusting entries
  • Liaison with CPA firms or auditors

Even good people need good leadership to thrive. Our Staff Oversight & Training service ensures your internal accounting team is well-managed, well-trained, and delivering accurate, timely work—giving you confidence that your financial operations are in capable hands.

Scope Includes:

  • Oversight of in-house bookkeepers or clerks
  • Weekly review of deliverables
  • Training on systems and financial processes
  • Hiring support or role scoping if needed

Sometimes your business faces unique challenges that don’t fit a pre-packaged solution. Our Ad Hoc Financial Consulting service provides flexible, high-level financial expertise when you need it most—whether for deal support, financial modeling, M&A transactions, litigation support, or specialized strategic projects.

Scope Includes:

  • M&A support, due diligence, deal modeling
  • Business valuations, waterfall models
  • Interim finance leadership
  • Litigation support and expert assistance
  • Support for unique or urgent financial issues

Owning a business doesn’t automatically prepare you to lead one. Our Executive Coaching service helps business owners and CEOs develop leadership skills, improve decision-making, manage people more effectively, and step fully into the role their company needs them to play—with customized guidance, accountability, and confidence.

Scope Includes:

  • Discovery session to understand leadership challenges
  • Weekly or biweekly coaching sessions
  • Custom leadership development plan
  • Strategic accountability between sessions

Accounting System & Software Conversions

Seamlessly switch to a better accounting system. We handle data migration, cleanup, setup, and integration—minimizing downtime and ensuring a smooth transition for your growing business.

Financial Modeling

Plan with confidence using custom financial models. We forecast outcomes, test scenarios, and support smart decisions for growth, investment, or restructuring.

Sales & Use Tax Reporting

Stay compliant and stress-free. We manage your sales and use tax filings—accurate, on time, and audit-ready—so you can focus on running your business.

Revenue Reconciliation

Keep your numbers clean and accurate. We match revenue across systems, spot discrepancies early, and ensure audit-ready books you can trust.

Staff Training & Onboarding

Build a knowledgeable finance team fast. We onboard and train staff in key systems and workflows to ensure smooth, compliant operations.

Services include:

Running a business without strategic financial leadership is like flying blind. Our Fractional CFO Services give you executive-level insight and financial strategy tailored to your goals. We help you plan for capital needs, manage investor and banking relationships, forecast cash flow, and track KPIs that matter most. Whether you’re seeking funding, scaling operations, or navigating uncertainty, we bring the clarity and leadership your business needs to move forward.

If you already have a bookkeeper or internal accounting team, we can help manage and develop them. We review weekly deliverables, provide training on financial systems and processes, and even support hiring and role design to help your team deliver consistent, accurate work.

Numbers without meaning don’t help you lead. Our Financial Reporting & Analysis service transforms raw financials into actionable insights. We deliver clear monthly reports, KPIs, budget-to-actuals, and dashboards tailored to your goals. You’ll get executive summaries, review calls, and a better grasp of what the numbers are really telling you.

Cash flow forecasting isn’t just for when things are tight—it’s a habit of healthy businesses. We build rolling 13-week forecasts, analyze past inflows and outflows, flag upcoming shortfalls, and tie everything to your operating budget and business plan. With weekly variance reporting and leadership reviews, you’ll always know what’s ahead.

A good budget is more than a spreadsheet—it’s a tool for making confident business decisions. We build assumption-driven financial models, annual budgets, and rolling forecasts that adapt as your business grows. Our work includes scenario planning, capital need forecasting, and clear dashboards to help you plan with purpose.

When it’s time to sell, your numbers need to speak clearly and confidently. Our Business Sale Preparation service ensures your financials are buyer-ready, from clean books and tight controls to clear cash flow narratives and forward-looking forecasts. We help organize documentation, support due diligence, recast financials for discretionary and non-operating expenses, and position your business to maximize valuation and sale price.

Avoid last-minute panic during audit or tax season. We prepare trial balances, schedules, and adjusting entries, and coordinate directly with your CPAs and auditors. We help manage PBC lists and tie-outs so your year-end process is clean, organized, and efficient.

Not everything fits in a neat box. Our Ad Hoc Consulting provides flexible financial expertise for special projects like M&A, valuations, modeling, litigation support, or interim leadership. If you need a sharp mind on a tough financial problem, we’re here to help.

Strong systems protect your business. We assess your risks, audit internal controls, and implement workflows that reduce fraud and errors. Our process improvement services include SOPs, automation strategies, segregation of duties, and scalable approval workflows.

Fractional CFO
Accounting Staff Oversight
Financial Reporting
Cash Flow Forecasting
Budgeting & Projections
Business Sale and Audit Preparation
Financial Systems Optimization
Team Training & Support

Fractional CFO

Executive-level strategy, financial planning, and leadership to support growth, funding, or transition—without the full-time cost.

Accounting Staff Oversight

Guidance, management, and training for your in-house staff to improve consistency, accuracy, and performance.

Financial Reporting

Monthly reporting, dashboards, KPIs, and insights that help you actually understand your numbers and make smarter decisions.

Cash Flow Forecasting

Rolling 13-week forecasts, variance tracking, and planning tools so you always know what’s ahead.

Budgeting & Projections

Dynamic, assumption-driven models that guide business decisions and adapt to change with clarity and precision.

Business Sale Preparation

Prepares your financials and operations for buyer review—including clean books, recast statements, and support for maximizing valuation.

Audit & Tax Prep Support

Trial balances, schedules, tie-outs, and direct support to CPAs and auditors to simplify year-end and ensure smooth reviews.

Ad Hoc Financial Consulting

Project-based support for transactions, modeling, M&A, litigation, interim roles, and other strategic needs.

Ready to take the next step? Let’s talk about how we can help.

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