Senior financial leadership, without the full-time salary
Fractional finance for owner-operated businesses.
Clean books, monthly financials you can trust, and a partner who’ll walk you through the numbers.
Schedule a Strategy Call
What we do
Bookkeeping and Financial Services
Cleanup for books in disarray: misclassified transactions, accounts left unreconciled for months, a balance sheet you are unconfident in. Catch-up on records that are months or years behind. Implement ongoing monthly financials: consistent, delivered on time, and dependable enough to hold up under outside scrutiny.
Payroll Services
Accurate, compliant payroll run on schedule, every cycle. Whether you're migrating to a new platform or planning an initial setup, we build it correctly from the start.
Fractional Controller Services
Senior-level ownership of your monthly close, internal controls, and reporting — the expertise of a full-time controller, without the full-time cost.
Fractional CFO Advisory Services
Strategic financial leadership: cash-flow forecasting, pricing decisions, fundraising preparation, and reporting that earns confidence.
A clear path from first call to engagement
- 01
Initial conversation
A free 30-minute call to understand where your financials stand, where you want them to go, and whether we're the right fit.
- 02
Review of your records
We review your books, systems, and processes to determine what needs to be accomplished.
- 03
Scope and quote
Based on our review, you receive a custom quote for the work your business actually needs, not a one-size-fits-all package.
- 04
Engagement begins
After coming to an agreement on the scope and price, we put our heads down to make your financial goals come to fruition.
FAQ
Compare it to the right thing. Not to a bookkeeper, but to a full-time controller: a salary, benefits, and the months it takes to hire well. Fractional means you pay only for what your business actually needs. We quote every engagement after reviewing your books, so the price reflects your situation, not a preset package.
That's exactly the gap we fill. You're not hiring a controller. You're getting the part of one your business needs — the close, the controls, the reporting — without paying for a full-time seat.
Your CPA files your return, once a year, looking backwards. Keeping the books right the other eleven months is a different job. We work alongside your CPA, not instead of them, and they get clean numbers to file from.
Start with a conversation, not a commitment.
Thirty free minutes. No pressure, no obligation. You’ll leave knowing if we are the right fit.
Schedule a Strategy Call