Our Services
We offer two core service lines — Fractional CFO and Bookkeeping — designed to work together or independently based on where you are in your journey.
Most growing businesses need CFO-level thinking long before they can afford a full-time hire. Our fractional CFO service gives you a senior financial partner — with real-world experience and top-tier credentials — at a fraction of the cost.
We embed with your team, learn your business deeply, and provide the strategic financial guidance that helps you make confident decisions, attract capital, and scale sustainably.
Rolling 13-week and annual cash flow models so you always know where you stand and what's coming.
Custom financial dashboards that surface the metrics that matter most to your business and investors.
Build, hire, expand — we model the financial impact of your biggest decisions before you make them.
Clean financials, compelling narratives, and data rooms that give investors and lenders confidence.
Annual budgets built with your goals in mind, plus monthly variance reviews to keep you on track.
A senior financial mind in your corner for pricing strategy, unit economics, and growth planning.
Good bookkeeping is the foundation of every sound financial decision. We go beyond data entry — we build clean, structured books that give you real visibility into your business performance.
Our team handles everything from monthly reconciliation and payroll to spend management and financial reporting — so you can focus on running your business, not chasing receipts.
Timely, accurate monthly closes so your books are always current and audit-ready.
We manage your AP/AR workflows to optimize cash flow and reduce administrative burden.
Full-service payroll via Gusto — from onboarding to year-end W-2s and 1099s.
Certified QuickBooks ProAdvisors who set up, clean up, and maintain your QBO instance.
Monthly P&L, balance sheet, and cash flow statements delivered in a clear, actionable format.
We help you implement Ramp or similar tools to automate expense tracking and enforce controls.
Who We Serve
We're industry-agnostic and work with businesses across the country. What our clients have in common: they're growth-oriented, tech-forward, and ready to take their finances seriously.
See If We're a FitBook a free 20-minute call and we'll help you figure out exactly what you need.
Book a Free Discovery Call