Our services
A complete financial back office for your business.
Pick the pieces you need today, add more as you grow. Everything is delivered by the same team, on the same schedule, every month.
What's included
Clear scope. No mystery line items.
Bookkeeping & Record Keeping
Monthly categorization of income and expenses, bank and credit card reconciliation, receipt and document organization, and a clean general ledger you can rely on.
- Monthly close
- Bank reconciliation
- Chart of accounts cleanup
- Catch-up bookkeeping
Invoicing & Accounts Receivable
We create and send invoices on your terms, track what's outstanding, and follow up politely so payments arrive when they should.
- Recurring invoices
- Aging reports
- Payment reminders
- Client statements
Payments & Accounts Payable
Vendor bills entered, approved, and scheduled so you never pay late — or twice.
- Bill entry & approval
- Payment scheduling
- Vendor records
- 1099 tracking
Payroll
Employees and contractors paid on time, with withholdings, filings, and year-end forms handled end to end.
- Payroll runs
- Tax withholding & filing
- W-2 and 1099 prep
- Contractor onboarding
Cash-Flow Management
A forward-looking view of your cash so you can hire, buy, and grow with confidence.
- 13-week cash forecast
- Burn & runway tracking
- Budget vs. actual
- Spend recommendations
Financial Reporting
Monthly profit & loss, balance sheet, and cash-flow statements — with a short summary explaining what changed and why.
- Monthly financial pack
- KPI dashboard
- Year-end tax package
- Lender-ready statements
Let's get your books in order.
Book a free 30-minute consultation. We'll review where your books stand and show you exactly what a clean, current set of financials looks like.