Accounting, reporting, and planning for growing businesses.
Your business.
Handled.
We handle your back-office accounting and bring the strategic guidance of a fractional CFO — so you can focus on running your business. Every month, we sit down together to walk through your numbers and plan the path forward — no surprises, no jargon.
What We Do
Everything you need. Nothing you don't.
Back-Office Accounting
Bookkeeping, payroll, bank reconciliation — all of it handled for you. We keep your books clean, current, and ready for tax season so you never have to think about it.
Includes
Monthly bookkeepingPayroll processingBank & credit card reconciliationAccounts payable & receivable
Monthly Business Reviews
Every month, we sit down together to walk through your numbers. No surprises, no guesswork — just a clear picture of where your business stands and where it's headed.
Includes
Monthly P&L reviewCash flow analysisKPI trackingPlain-language explanations
Financial Clarity
Always know where your business stands. We translate the numbers into plain language, help you understand your current reality, and plan a clear path forward — so you can make confident decisions at every stage of growth.
Includes
Real-time reportingKPI trackingYear-end prepTax-ready financials
Fractional CFO
Strategic financial leadership without the full-time price tag. Forecasting, financing, and planning to help you make confident decisions and grow with intention.
Includes
Cash flow forecastingBudgeting & scenario planningFinancing & lender supportInvestor-ready models
How It Works
Simple by design.
We Handle the Books
We take over your back-office accounting — bookkeeping, payroll, reconciliation. You hand it off and we keep it running.
We Meet Monthly
Every month, we review your results together. We walk through what happened, what it means, and what to watch for next.
You Stay Focused
With the books handled and the numbers clear, you can focus on the work you actually built your business to do.
Who We Serve
Built for growing small businesses.
We work best with businesses between $500K and $2M in revenue — companies that are past the startup phase and ready to get their finances organized, on a cadence, and working for them.
Industries We've Worked In
Hospitality
Restaurants, lodging, and service businesses with complex cash flow patterns.
E-Commerce
Online retailers managing inventory, platforms, high transaction volume, and sales tax economic nexus and filing.
Consumer Packaged Goods
CPG brands navigating production costs, distribution, and retail margins.
Manufacturing
Manufacturers with cost-of-goods complexity and working capital demands.
Situations We've Navigated
Cash Crunch & Financing
Worked through tight cash positions and helped secure financing facilities to stabilize operations.
Investor-Ready Strategic Plans
Developed 5-year strategic plans and financial models for investor presentations.
Accounts Payable Management
Managed vendor relationships and payables strategically during periods of constrained cash.
Financial Statement Review
Reviewed and validated outsider-prepared financials to ensure accuracy and reliability.
Post-Acquisition Cleanup
Untangled books and established clean accounting practices following an acquisition.
Emergency Accounting Cleanup
Reconciled three years of unreconciled bank statements in under a week to meet an acquirer's financial due diligence deadline.
Acquisition Data Rooms
Organized and prepared financial documentation to support potential acquisition processes.
Not just the monthly books.
Beyond the ongoing back-office work, we're available for special projects — the kind that require a trusted financial partner who already knows your business inside and out.
Client Feedback
What clients say.
“Dave did a fantastic job! I would highly recommend him. Very knowledgeable and very easy to work with. He makes the accounting side of things seem like a breeze!”
“Great consultation with David! He was professional, experienced in his field, and very knowledgeable and helpful! I highly recommend!”
Get Started
Ready to hand off the books?
Let's have a conversation. We'll learn about your business, walk you through how we work, and figure out if we're the right fit.