Services
Six services,
one ladder.
Enter where you need to. Grow with us as the business does. Bookkeeping is a complete product on its own — not a stepping stone. So is everything else.
01
Bookkeeping
Books that are current, categorized, and reconciled — every week.
- —Weekly transaction categorization & reconciliation
- —Chart of accounts cleanup and discipline
- —Vendor, payroll, and receipt workflows
- —Monthly statements you can actually read
02
Accounting
A disciplined monthly close, on time, with statements that make sense.
- —Monthly close by the 15th
- —Accrual conversions and adjustments
- —Balance sheet ownership and review
- —Year-end pack ready for your CPA
03
Controller
We own the financial operating rhythm so the owner doesn't have to.
- —KPI dashboards built around your business
- —Cash flow forecasting and weekly cash calls
- —Margin watch — slippage flagged as it happens
- —Monthly review meeting with real recommendations
04
Fractional CFO
A seat at the table on growth, margin, and the decisions that shape what comes next.
- —Strategic planning and annual budgeting
- —Pricing, unit economics, and margin strategy
- —Lender, investor, and board reporting
- —Hiring plans tied to financial reality
05
Capital Advisory
Debt capital, advised end-to-end. We do not advise on equity.
- —Debt strategy: when, how much, what kind
- —Lender selection and relationship management
- —Packaging, models, and lender-ready materials
- —Term sheet review and negotiation support
06
M&A Prep
Sale-ready financials. Clean history, defensible numbers, no surprises in diligence.
- —Quality of earnings preparation
- —Add-back schedules and normalization
- —Data room financial package
- —Diligence support, end-to-end