Services
Four things you shouldn't have to carry.
Every one of these started as a problem an owner was handling alone at nine o'clock at night. We take them off your desk and give you back the decision, not the work.
01
Tax Strategy & Preparation
“I find out what I owe when it's too late to do anything about it.”
What's in the way
You make decisions all year — equipment, hiring, how you pay yourself — with no idea what any of them cost you until a bill arrives in April. By then every option is closed.
What we take over
The planning, the filings, and the running math on what your decisions are doing to your tax picture. We bring it up in June, when it can still change something.
What changes for you
No April surprises. You go into every big decision already knowing what it costs, and the return is just the last step of a conversation you've been having all year.
02
Bookkeeping & Monthly Close
“I have books. I just don't trust them, and they're always late.”
What's in the way
Either you're doing it yourself after hours, or somebody's doing it and nobody senior is checking. Numbers show up weeks late, so you run the business on your bank balance instead.
What we take over
The whole monthly cycle, closed on a schedule, with someone senior reviewing it before it reaches you. If something looks wrong, you hear about it from us first.
What changes for you
Your numbers arrive on time and you believe them. That's the difference between a report you file and a report you use.
03
Fractional Controller & FP&A
“I'm making seven-figure decisions on a gut feel.”
What's in the way
Your books tell you what already happened. Nobody on your team is looking at next quarter, so every hire, truck, and price change is a guess you make alone.
What we take over
The forward-looking work — where the cash is going, what the plan says versus what actually happened, and the handful of numbers that actually drive your business.
What changes for you
You stop reacting. You see what's coming while there's still time to steer, and you have somebody to think it through with before you commit.
04
Billing, Payments & Systems
“The money's earned. It's just not in my account.”
What's in the way
Getting paid depends on somebody remembering to do something. It works until you grow, and then the cracks cost you real money and nobody notices for months.
What we take over
Designing and running the machinery that collects your money and keeps it controlled — so it doesn't depend on any one person remembering.
What changes for you
Cash comes in faster and more predictably, and your business can get bigger without your back office breaking.
One team
You don't hire four vendors. You hire one team.
Most owners end up with a bookkeeper, a tax preparer, and a software company that don't talk to each other. You're the one holding it together, repeating yourself, and carrying information between people who should already have it.
All four of these run on the same set of books, the same team, and one number every month.
That's the whole point. Not more reports. Less on your plate.
Tell us what's actually in the way.
A straight conversation about where the business is and what's slowing you down. If we can take it off your plate, we'll tell you how. If we're not the right fit, we'll tell you that instead.
Prefer to talk first? 863-591-8878