Put the calculator down and the spreadsheet away… for now
We do the legwork, allowing you to focus on your priorities. Choose from our comprehensive suite of services, including strategic finance and CPA-managed bookkeeping and business consulting.Our Services
Available packaged, or separately
Financial Outsourcing
Our comprehensive Financial Outsourcing services are designed to keep your business running smoothly and your stress levels low.
Pricing starts at $400/mo
Monthly Bookkeeping
With our help, your books are always up-to-date, making tax season a breeze and giving you clear insights into your financial health.
Financial Reporting
We generate clear, concise financial reports that tell you exactly how your business is performing so you can make informed decisions, impress investors, and plan for the future with confidence.
Payroll Processing
We handle everything from calculating wages and deductions to ensuring compliance with tax laws and filing deadlines. Your employees get paid on time, and you avoid costly payroll mistakes.
Income Tax
Our experts ensure that your income taxes are prepared accurately and on time, maximizing your deductions and minimizing your liabilities.
Sales Tax
We manage your sales tax obligations, ensuring that you report the right amounts to the right authorities, helping you avoid fines and penalties.
Upgraded AR / AP
Streamline your operations with our upgraded Accounts Receivable (AR) and Accounts Payable (AP) services. We manage invoicing, payments, collections, and follow-up so you’ll have fewer disruptions and a healthier cash flow.
Fractional CFO
Gain the expertise of an experienced CFO without the full-time cost. Our Fractional CFO services give your business the strategic financial leadership it needs to thrive.
Pricing starts at $1,000/mo
Strategic Planning
From market analysis to growth strategies, our strategic planning service ensures you’re making informed decisions that drive your business forward.
Annual Budgeting
We work with you to create a realistic, comprehensive annual budget aligned with your goals and resources. It’s not just crunching numbers—it’s setting your business up to prosper.
Monthly Forecasting
We provide ongoing analysis and updates to your financial forecasts, helping you anticipate changes and adjust your plans accordingly so you’re never caught off guard.
Monthly Management Reporting
We simplify your financial data into easy-to-understand reports that highlight key metrics and trends helping you to monitor performance, spot opportunities, and address challenges before they become problems.
Financial Leadership / Management Meetings
We join your management meetings, helping to provide valuable financial insights and ensuring that financial considerations are always part of your decision-making process.
Business Accelerator
Is your business ready for the next level? Our Business Accelerator Program is designed to give you the tools, strategies, and guidance you need to supercharge your growth.
Pricing starts at $2,500
Business Planning
We help you develop a solid business plan that outlines your vision, mission, goals, and strategies, keeping you focused and organized and potentially attracting investors. This can include GTM Strategy, staffing suggestions, and product roadmapping.
Financial Modeling
We create detailed financial models that forecast your revenue, expenses, and profitability, helping you understand the financial impact of your decisions.
Fundraising Preparation
Our fundraising preparation service equips you with everything you need to secure funding, from preparing financial documents to helping you present your business in the stable and sustainable position it needs to be to attract investors.
Financial Strategy
We provide expert financial strategy advice to help you manage your resources effectively, maximize profits, and ensure long-term stability.
Y1 Accelerator Roadmap
Hit the ground running with our Year 1 Accelerator Roadmap, a tailored plan outlining the key milestones and actions you need to take in your first year to accelerate growth.
Management Consulting
Looking for an outside opinion? Our Management Consulting services provide the expertise and guidance you need to make the right decisions. Reach out for a custom estimate.
Pricing varies based on service
Strategy Services
We help you craft and refine your business strategies, ensuring you have a clear vision and actionable plans to reach your goals.
M&A / Corporate Development
Navigating mergers and acquisitions can be complex. We simplify the process, guiding you through each step of M&A and helping you identify opportunities, conduct due diligence, negotiate deals, and integrate new acquisitions.
Financial Consulting
We provide expert advice on everything from financial planning and analysis to risk management with the goals of enhancing financial health, improving profitability, and ensuring long-term sustainability and success.
Business Origination
Whether you’re launching a new product, entering a new market, or starting a new company, we help you lay a strong foundation ensuring your efforts have the best chance of success.
Operations Consulting
We analyze your current processes, identify bottlenecks, and implement improvements that enhance productivity and reduce costs.