Our Services
Comprehensive financial consulting solutions for growing businesses. From basic bookkeeping to strategic CFO advisory, we provide the expertise you need at every stage of your business journey.
Flexible Packages
Choose the level of financial support that matches your business needs and growth stage.
Bookkeeping Essentials
Accurate books, clear reports, and a foundation for smarter financial decisions.
What's Included:
- • Monthly transaction categorization & reconciliation
- • Clean financial statements (P&L, Balance Sheet, Cash Flow)
- • Organized chart of accounts setup & review
- • Cash position summary and insights
- • Quarterly check-in and reporting review
Best For:
Businesses looking to establish financial clarity and consistent reporting.
Controller Services
Turn your numbers into insights that drive performance and profitability.
What's Included:
- • Monthly KPI and budget vs. actual reporting
- • Cash flow forecasting and variance analysis
- • Revenue and expense trend tracking
- • Process improvement recommendations
- • Monthly strategy call for financial alignment
Best For:
Companies needing data-driven oversight and accountability beyond basic bookkeeping.
Fractional CFO Advisory
Executive-level financial leadership designed to scale your business.
What's Included:
- • Strategic financial planning and forecasting
- • Scenario modeling (best, base, and stress cases)
- • Profitability improvement and cash flow optimization
- • Strategic growth and capital planning support
- • Monthly or quarterly board-style financial reviews
Best For:
Business owners ready to scale with clarity, structure, and CFO-level financial strategy.
Custom Strategic Advisory
A flexible partnership designed around your unique business goals.
What's Included:
- • Tailored mix of bookkeeping, controller, and CFO services
- • Industry-specific KPI dashboard and reporting
- • Advanced scenario and funding models
- • Dedicated financial advisor & ongoing strategy calls
Best For:
Entrepreneurs with unique challenges or complex financial needs requiring a custom-built strategy.
How We Work
Our proven process ensures you get the financial clarity and strategic guidance you need.
Discovery
We start by understanding your business, challenges, and financial goals through a comprehensive consultation.
Strategy
Based on your needs, we design a tailored financial solution that aligns with your business objectives.
Implementation
We execute the plan with precision, setting up systems and processes to deliver immediate value.
Optimization
Continuous monitoring and refinement to ensure your financial strategy evolves with your business growth.