Services · Finance & Accounting
Finance & Accounting
Accurate books through forward-looking strategy — one team that scales with you from day-to-day bookkeeping to CFO-level guidance, entirely remote.
What we handle
For owners who want their financials handled end to end — clean records, real oversight, and a partner who can think a few quarters ahead.
Financial Operations Support
Transaction coding, account reconciliations, 1099 preparation and filing, payroll backup, recurring journal entries, and bookkeeping clean-up.
Staff Accountant
Reconciliation review, discrepancy investigation, corrections and reclassifications, and backlog catch-up — an analytical eye on your books.
Controller & Compliance Oversight
Monthly close, work-in-progress and margin review, job-cost evaluation, insurance-audit support, payroll verification, and internal controls.
Strategic Finance & Growth Advisory
Cash-flow forecasting, margin diagnostics, pre-qualification packages, capital planning, and scenario modeling for proactive decisions.
Ownership & Enterprise Advisory
Succession strategy, exit-readiness planning, valuation support, retirement and 401(k) integration, and enterprise restructuring.
Frequently asked questions
Do you work with our existing accountant or CPA? +
Yes. We handle the books and management reporting and coordinate directly with your CPA at tax time, so your records and your tax filing stay in sync.
Which accounting software do you support? +
We work in QuickBooks Online, QuickBooks Desktop, Xero, and Sage 100 Contractor, and can advise on the right platform if you're still deciding.
Can you clean up books that are behind? +
Yes — catch-up and clean-up are core services. We bring records current, document what changed, and put a monthly rhythm in place so it stays that way.
Let's talk about your Finance & Accounting.
A short, no-pressure call to understand your business and where we can help.