Our Services

Our expert accounting services ensure accuracy and compliance while providing you with the financial insights needed to make informed business decisions. Trust us to streamline your financial processes so you can focus on what truly matters: growing your business.

Our Signature Packages

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Core Accounting

We keep your books clean and organized by tracking your transactions, reconciling your accounts, and giving you accurate reports each month or quarter. Think of it as the foundation of your financial house.

Best for small businesses or solo entrepreneurs who just need their books handled accurately and consistently. If you want reliable financial records without the headache, this is your fit.

  • What’s Included:

    ✓ Coding of bank and credit card transactions

    ✓ Bank and credit card account reconciliations

    ✓ Monthly or Quarterly Reporting

  • Starting at $750

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Controller

We act as your full accounting department, handling bills, invoices, payroll, and monthly financial reports. You get accurate, timely numbers without the overhead of hiring in-house staff.

Perfect for growing businesses that need more than basic bookkeeping. If you’re juggling invoices, payroll, and monthly close but don’t want the cost of a full in-house accounting team, this tier covers it all. Are you needing accrual basis books? This is for you too!

  • What’s Included:

    Core Accounting Services PLUS

    ✓ AR (Invoicing)

    ✓ AP (Bill Pay)

    ✓ Payroll

  • Starting at $2,500

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Fractional CFO

We provide high-level financial leadership to help you plan, forecast, and manage cash flow with confidence. From strategy to KPIs, we guide the big money decisions that drive growth either as a standalone service or paired with our core or controller support.

Ideal for established companies looking to scale or facing complex financial decisions. If you need forecasting, budgeting, and strategic financial insight to guide growth or manage cash flow, this is where you’ll see the biggest impact. You could have your own team in-house or needing to fully outsource.

  • What’s Included:

    Can be selected with or without the Controller package

    ✓ Strategic Planning 

    ✓ Budgeting 

    ✓ Forecasting 

    ✓ Cash Flow Management

    ✓ Financial Dashboard & KPI Reporting

  • Starting at $3,500

See More of Our Tailored Services

  • Financial Dashboard & KPI Reporting

  • Cash Flow Forecasting

  • Staff Training

  • Payroll Processing

  • Sales Tax for Brick & Mortar Sales*

  • Risk & Control Assessment

  • Scenario Planning

  • Financial Systems & Workflow Consulting

  • Budget Creation

Schedule A Call

*At this time we only provide sales tax services for non e-commerce clients.