Get better control over your company!

Whether you need bookkeeping, tax preparation, or would like to align with a strategic partner for your overall growth and business success, we can help. We will customize an array of services to meet your current and future needs, all included in one flat rate price.

Our services typically fall into three levels - Establish - Empower - Evolve

Our engagement with your business deepens in each service level. Giving you the ability to grow and evolve as you choose.

Where are you today? Where do you want to be?

Establish

Level 1

Empower

Level 2

Evolve

Level 3

What

Accurate and timely recording of past financial activity for a reliable representation of financial position and performance. Financial planning, detailed insights, and in-depth analysis to align your company’s operations with its strategic goals. Financial leadership and strategic advisory services to guide your business through critical growth and major transitions.

Who

Owners in need of consistent and dependable bookkeeping to maintain compliance and a clear understanding of their historical financial performance. Companies in need of robust financial data and insights to inform strategic planning, improve operations and prepare for growth. Companies seeking expert financial guidance to achieve specific next phase objectives such as growth or an exit plan.

Why

For a solid foundation of financial clarity and visibility for decision-making. To empower leadership with actionable insights for data-driven decision-making. To access seasoned financial expertise and drive strategic initiatives.

Learn more about each level and explore everything that's available to you.

Establish

Accounting Services

  • Transaction processing
  • Comprehensive review
  • Monthly meeting
  • Year-end review

Operations Processing

  • Accounts Payable
  • Accounts Receivable
  • Payroll
  • Sales Tax
  • WIP / Inventory

  Starting at $750/month

Empower

Controllership

  • Budget Management
  • Cash & Spend Management
  • Regulatory & Compliance
  • Internal Controls & Processes
  • Grant Reporting
  • WIP & Inventory Management

Financial Planning & Analysis

  • Dedicated Controller
  • Metrics Development
  • Market Analysis
  • Inventory Analysis
  • Program Analysis

  Starting at $1200/month

Evolve

Fractional CFO

  • Financial Strategy
  • Actional Management Advice
  • Executive-Level Leadership
  • Stakeholder Relations
  • Business Management & Strategy
  • Capital Management & Strategy

  Starting at $1000/week

Income Tax Preparation

We can also help with your Income Taxes! Why deal with the hassle and stresses of tax preparation? Leave it to the pros. We prepare and file your taxes accurately and on time so it’s one less thing you need to worry about.

Tax Preparation Image

Let's Talk

Your situation is unique, so let's have a conversation about the best solution for your business.