Services
Our Process
A simple, transparent workflow designed to give you clarity from day one
Step 1 — Initial Consultation
We assess your current financials and identify the right plan
Step 2 — Review of Your Books
We determine fit and discuss your business needs
Step 3 — Customized Proposal
You receive a transparent proposal tailored to your business
Monthly Maintenance
Every strong financial foundation begins with clarity
Keep your finger on the pulse of your business without the stress of daily record keeping. We categorize transactions, reconcile bank accounts, and ensure your books are tax-ready so you always know where your money is going.
Additional Services
Cleanup Service
Cleanup begins only after a mandatory diagnostic review is complete.
This is a comprehensive review designed to reveal the true condition of the books, reduce audit risk, protect from tax-time surprises, and ensure your business is set up for long term success.
Once the review is done, we create a tailored cleanup plan that reflects what your books actually need. Cleanup work is shaped by how far behind the records are, the structure of the accounts, the complexity of transactions, and any special tracking requirements.
Growth & Strategic Add-Ons
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Accounts Payable & Receivable: Complete management of vendor bills and outgoing payments alongside client invoicing to keep your cash flowing smoothly
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Sales Tax Management: Stress-free data management and filings to keep your business fully compliant
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1099 Maintenance: Complete annual management and filing for your independent contractors
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Payroll Administration: Seamless ongoing maintenance and management of your preferred third-party payroll platforms
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Budgeting, Forecasting, and clear cash flow tracking to help you scale confidently without the cost of a full CFO
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Advanced CFO Advisory Services to propel business growth