Services
Every part of your finance function, done properly.
Six services that work on their own or together. Every one comes with a named accountant, a partner on your file and a fixed monthly fee.

01
Accounting & Bookkeeping
We reconcile every account, categorize every transaction and close your month on a fixed calendar, so you see last month's numbers while they still matter.
From $950/mo
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02
Tax Planning & Compliance
Year-round planning for business and owner returns: entity choice, estimated payments, credits and multi-state filings, handled by licensed CPAs.
From $650/mo
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03
Fractional CFO
Forecasts, board decks, pricing and fundraising support from a senior CFO who already knows your numbers, because our team keeps them.
From $3,500/mo
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04
Payroll & Benefits Admin
Payroll, contractor payments, benefits deductions and payroll tax filings in every state you hire, with one person who answers your questions.
From $250/mo
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05
Audit Readiness
We tighten controls, document processes and prepare the schedules auditors ask for, so the audit takes weeks instead of months.
From $4,800
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06
Transaction Advisory
Quality-of-earnings analysis, due diligence and data-room preparation for acquisitions, sales and funding rounds.
Project-based
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Popular combinations
Most clients start with one service and add more as they grow.
Under $2M revenue
Starting out
Accounting & Bookkeeping
Payroll & Benefits Admin
Year-end tax package
$2M to $15M revenue
Scaling up
Everything in Starting out
Tax Planning & Compliance
Quarterly advisory sessions
$10M+ or a deal ahead
Raising or selling
Fractional CFO
Audit Readiness
Transaction Advisory