Services

Outsourced accounting and fractional CFO support

Whether you need dependable books maintained every month or higher-level financial leadership guiding decisions, we build a scope of work around what your business actually needs — not a fixed package. We connect to the systems you already run and leverage automation for routine work, with a CPA reviewing every number.

Bookkeeping & Monthly Close

Reconciled books, closed on a set date every month — maintained inside your existing systems.

Includes: transaction coding, bank & card reconciliations, month-end close, QuickBooks setup & training

Controller Services & Reporting

Monthly financial statements and controller-level oversight that turn raw numbers into clear decisions.

Includes: P&L, balance sheet & cash flow, multi-entity & intercompany accounting, KPI dashboards & metrics, audit preparation, tax-ready books & coordination with your tax preparer

Fractional CFO

High-level financial leadership — forecasting, cash strategy and planning — scaled to your business.

Includes: cash flow forecasting, budget vs. actual, board & investor reporting

Nonprofit & Church Accounting

Fund accounting that respects donor restrictions and keeps your board informed.

Includes: fund & restricted-gift tracking, giving statements, board financial reports, audit support

Payroll & Bill Pay

Payroll and payables handled on schedule, so your team and vendors are paid right.

Includes: payroll processing & filings, contractor payments & 1099s, vendor bill review & payment scheduling

Industry Specialties

Specialized accounting for industries with unique reporting requirements.

Includes: oil & gas revenue & joint-interest billing (JIB) accounting, including automated revenue & JIB imports and analysis; aviation; real estate & construction

Systems & Automation

We connect the systems you already run and automate the routine work, so your numbers are cleaner, more consistent and ready sooner — with a CPA reviewing the results.

Includes: integrations with your existing accounting, banking, payroll & operations systems, automated reconciliations & data imports, connecting AI tools to your systems and data for better accounting metrics

Two Ways We Work With You

Choose the level of support you need

Day-to-day accounting, fully outsourced

For businesses that need dependable bookkeeping and reporting without adding headcount, we become your accounting department — reconciled books, accurate financials and a predictable monthly rhythm.

Bookkeeping & monthly close

Controller-level reporting

Nonprofit & church accounting

Payroll & bill pay

Best for: businesses that need consistent, accurate books and reporting they can rely on.