
Our Services
Bookkeeping
Know where your money’s going—and feel good about it.
We handle your books with the care and precision you'd expect from a high-level finance partner—so you don’t have to. From reconciling transactions to delivering clean monthly financials, we give you reliable numbers you can trust. No more scrambling at tax time, second-guessing your cash flow, or wondering where your money went. This isn’t just bookkeeping—it’s clarity, confidence, and peace of mind.
Catch-Up & Clean-Up Bookkeeping
Behind on your books? We’ll get you caught up—fast and judgment-free.
Whether you’re a few months (or a few years) behind, we specialize in cleaning up messy books and getting your financials in order. We'll organize your records, reconcile your accounts, and set you up with a system you can keep up with—so you can move forward with confidence.
Fractional CFO
Big-picture financial guidance—without the full-time cost.
Our fractional CFO services give you the insights and support you need to make smart, strategic decisions. We help you understand your numbers, manage cash flow, plan for growth, and stay ahead of financial surprises. Whether you’re looking to increase profits, expand your business, or just get a better handle on your money—we’re here to guide you with clarity and confidence.
Monthly Financial Review & Check-In
Don’t just look at your numbers—understand them.
Each month, we’ll sit down with you to walk through your financials in plain English. We'll highlight trends, flag red flags, and help you make sense of what’s working (and what’s not). These check-ins help you stay focused, make better decisions, and feel in control of your business.
Business Coaching & Strategy
Because running a business shouldn’t feel so lonely or overwhelming.
You’re working hard—but sometimes it’s hard to know what’s working. Our business coaching gives you a sounding board, a strategy, and a steady hand to help you move forward with clarity. We’ll look at the big picture together—your goals, your numbers, your stress points—and build a plan that actually feels doable. Whether you need help focusing, growing, or just not doing it all alone, we’re here to support you every step of the way.
Profit Planning & Forecasting
Plan for more than survival—plan for growth.
We help you map out your next quarter, year, or 3-year vision with clear financial projections and action steps. Whether you're launching something new, managing rapid growth, or just want to feel more prepared—we’ll help you turn your goals into numbers and your numbers into a plan.



