What We Do
Everything you need.
Nothing you don't.
We handle the back-office so you can focus on the work you built your business to do. Here's exactly what that looks like.
The books, handled.
Back-Office Accounting
We take over the day-to-day financial operations of your business — the work that piles up, slows you down, and keeps you up at night. Bookkeeping, payroll, reconciliation — all of it done accurately and on time, every month.
Monthly Bookkeeping
Every transaction categorized, every account balanced. Clean books every month.
Payroll Processing
Accurate, on-time payroll for your team. We handle the calculations, filings, and remittances.
Bank & Credit Card Reconciliation
Every account reconciled monthly so nothing slips through the cracks.
Accounts Payable & Receivable
We track what you owe and what you're owed, keeping your cash flow clear.
Year-End Preparation
Tax-ready financials delivered to your accountant — no scrambling in April.
Your numbers, explained.
Monthly Business Reviews
Once a month, we sit down together — in person or virtually — and walk through your business results. No jargon, no confusion. Just a clear conversation about what happened, what it means, and what to watch for next month.
Profit & Loss Review
We walk through your income and expenses line by line so you understand exactly where you stand.
Cash Flow Analysis
Know what's coming in, what's going out, and what's ahead. No surprises.
KPI Tracking
The numbers that actually matter for your business, tracked and reviewed every month.
Plain-Language Explanations
We translate the financials into plain English — no accounting degree required.
Always know where you stand.
Financial Clarity
Beyond the monthly meeting, we make sure you always have access to accurate, up-to-date financial information. Real-time reporting, clear dashboards, and a partner you can call when a question comes up.
Real-Time Reporting
Up-to-date financials available whenever you need them — not just at month-end.
Custom Reporting
Reports built around the metrics that matter most to your business.
Always Audit-Ready
Clean, organized financials — ready for your lender, your banker, or your next big decision. No scrambling, no surprises.
Advisory Support
Questions come up between meetings. We're available to help you think through financial decisions.
Annual Planning Support
We help you set a realistic budget and financial plan for the year ahead.
Strategy, not just statements.
Fractional CFO Services
Sometimes you need more than clean books — you need a financial partner in the room when the big decisions get made. We bring the strategic guidance of a CFO, scaled to your business and budget. The same person who knows your numbers cold helps you plan, finance, and grow.
Cash Flow Forecasting
Know what's ahead. We build rolling forecasts so you can see around corners and act early.
Budgeting & Scenario Planning
Model the year, test the "what ifs," and set targets you can actually manage to.
Financing & Lender Support
Preparing for a loan or line of credit? We build the package and help you tell the story lenders need to hear.
Investor-Ready Models & Reporting
Five-year models and board-ready reporting that tell the financial story behind your growth.
Strategic Decision Support
Pricing, hiring, expansion, big purchases — we help you pressure-test the financial impact before you commit.
Getting Started
Simple from day one.
Getting started is straightforward. We learn your business, set up your books, and take it from there.
Free Conversation
We learn about your business and answer your questions — no pressure, no pitch.
Onboarding
We get access to your accounts, review your current books, and set everything up.
We Take Over
Your back-office runs on autopilot. We handle it every month without you having to ask.
Monthly Meeting
We sit down together to review results, answer questions, and keep you informed.
Pricing
Simple, transparent pricing.
Flat monthly pricing — no hourly billing, no surprises. Every plan is overseen by a CPA. Final pricing is scoped to your transaction volume and complexity.
Foundation
$750/mo
Clean books, every month — for businesses building their financial foundation.
- Monthly bookkeeping and categorization
- Bank and credit card reconciliations
- Monthly P&L, balance sheet, and cash flow
- Year-end-ready financials
- Email support
Partner
$1,750/mo
Books, plus a monthly seat at your table.
- Everything in Foundation, plus:
- Monthly review meeting
- KPI and cash dashboard
- AP/AR management
- Payroll coordination
- Preparation and filing of annual tax return
Fractional CFO
$3,750/mo
Strategy, not just statements.
- Everything in Partner, plus:
- Cash flow forecasting
- Budgeting and scenario planning
- Financing and lender support
- Investor- and board-ready reporting
- Strategic decision support
Need a one-time cleanup, tax filing, system setup, or a special project like acquisition support, valuations, or financial models? Available à la carte. Every engagement starts with a free conversation.
Schedule a Free ConversationClient 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!”
Ready to Start
Let's talk about your business.
Schedule a free conversation. We'll learn about where you are, what you need, and whether we're the right fit.