Outsourced Accounting
For businesses with straightforward accounting needs that want clean, reliable books, consistent monthly reporting, and experienced oversight.
- Monthly bookkeeping and categorization
- Bank and credit card reconciliations
- Month-end close
- Monthly financial statements
- Tax ready financial statements at year end
- CPA oversight
Fractional Controller
For businesses that need experienced accounting oversight, reliable monthly reporting, and a more complete picture of financial performance.
- Management and review of the monthly close
- Accrual accounting
- Comprehensive balance sheet reconciliations
- Supporting schedules for accruals, prepaids, deferred revenue, and fixed assets
- Review of unusual balances and significant monthly changes
- Accounting procedures and internal control recommendations
Fractional CFO & Strategic Advisory
For businesses that want experienced financial guidance for planning, cash needs, and major decisions—when they need it.
- Financial Forecasting
- Scenario Modeling
- Cash Flow Management
- Budgeting & KPIs
- Fundraising & Capital Planning
View all CFO & advisory services
- 13-week cash flow forecast. Map weekly cash inflows, outflows and near-term funding needs.
- Five-year financial forecast. Develop a longer-term outlook for growth, profitability and capital needs.
- Annual budgeting & forecasting. Build the operating plan and financial outlook for the year ahead.
- Scenario modeling. Model the financial impact of hiring, expansion, pricing changes, new products or other major decisions.
- Financing & capital strategy. Evaluate funding options, debt capacity and the financial impact of different capital structures.
- Lender reporting & support. Prepare financial packages, forecasts and covenant reporting, and support lender conversations.
- Board & investor reporting. Prepare board decks and reporting packages that communicate financial performance, outlook and key risks.
- Growth & expansion analysis. Evaluate new locations, equipment investments, capacity expansion or entry into new markets.
- Acquisition & transaction support. Support financial modeling, due diligence, deal economics and post-close planning.
- KPI development. Identify the financial and operational metrics management should be watching.
- Quarterly financial reviews. Review performance, cash, forecasts, KPIs, risks and upcoming decisions with ownership or management.
- Executive decision support. Provide a finance perspective when management is facing a significant business decision.
- Audit readiness support. Organize supporting schedules and documentation, prepare for auditor requests, and coordinate with your external auditors.
Nonprofit engagements are scoped and quoted individually based on the accounting and reporting needed. Explore nonprofit accounting services.
Every business has different financial needs depending on its size, complexity, and stage of growth. We’ll help you choose the level of support that makes sense today. As your business evolves, we’ll help you recognize when additional financial expertise or capabilities may be valuable.
A proposal tailored to your business. For recurring accounting services, your retainer is built around what your business actually needs, not a one-size-fits-all package. We consider transaction volume, number of bank and credit card accounts, payroll complexity, and reporting requirements, then define the scope and propose a monthly retainer that fits. Fractional CFO & Strategic Advisory proposals reflect the decisions you need support with, the deliverables and the engagement schedule.
One-time onboarding fee. A fee of 50–100% of the monthly retainer applies to new recurring engagements to cover the additional work involved in getting started.
Ready for your tax professional
Expert accounting. Tax-ready financials.
Outsourced Accounting and Fractional Controller include carefully reconciled year-end books, financial statements, and clear supporting documentation. Our accounting expertise helps reduce cleanup work and follow-up questions from your tax preparer.
We do not prepare or file tax returns. We work alongside your tax professional to make year-end preparation smoother.
Project work
Ask us about project work.
Some things are better handled as a one-time project than folded into a monthly retainer. These sit outside your recurring scope, and each is scoped and quoted as a fixed fee before we begin. We don’t bill by the hour.
Your next chapter
Let’s build the financial support your business needs.
Start with a conversation about where you are today and where you want to go.