Services

Everything a Modern
Finance Function Needs

From clean monthly closes to fractional CFO leadership — delivered with precision and exclusivity.

01

Full-Service Bookkeeping

Transaction coding, bank & credit card reconciliation, accounts payable & receivable, journal entries, and clean monthly closes — always on time.

  • Daily/weekly transaction processing
  • Multi-entity & multi-currency support
  • Inventory & job costing
02

Real-Time Financial Dashboards

Live visibility into cash, profitability, runway, and KPIs. No more waiting for month-end to know where you stand.

  • Custom KPI dashboards
  • 13-week cash flow forecasting
  • Budget vs. actual reporting
03

Payroll & HR Compliance

Seamless payroll processing, tax filings, benefits coordination, and year-end W-2/1099 preparation through Gusto and integrated platforms.

  • Multi-state payroll
  • Contractor payments
  • Workers’ comp & benefits support
04

Accounts Payable Automation

Bill.com + approval workflows. Capture invoices, route for approval, schedule payments, and keep cash flow under control.

  • OCR invoice capture
  • Multi-level approvals
  • Vendor management
05

Tax-Ready Books & Support

Clean, audit-ready books year-round. We coordinate seamlessly with your CPA or provide tax prep support for qualifying clients.

  • Year-end adjustments
  • Sales tax tracking & filing
  • 1099 preparation
Discuss Your Needs →