Clean books.
Clear direction.
Bookkeeping, controller work, and fractional CFO for privately held businesses. One fixed monthly fee. If the books need cleaning up first, that's where we start.
Something is always missing
Books nobody trusts. Or books that close on time and say nothing. Or advice priced for a company that already has a finance department.
We do all three, under one fee. No meter runs when you call.
A CPA runs the accounting.
Jesse has spent her career in the books. Disciplined closes and real review. Nothing reaches you she wouldn't defend to a lender.
Executive Finance at your scale.
Drew has built forecasts and board packages for much larger companies. You get the same tools, at a fraction of the price.
See the work first.
A full sample month, published. Statements, forecast, cash plan, commentary.
Three services. Take what you need.
Sold independently, not as a ladder. A principal owns your account start to finish. All three together start at $13,500 a month.
Monthly close, on time. Reconciliations, AR and AP, statements you can trust. Reviewed by a CPA.
Ownership of the close, the controls, and the accounting positions. Plus the margin and variance reporting that comes off them.
Rolling forecast, 13-week cash, pricing and hiring analysis, lender-ready package.
Business tax returns, cleanup, and QuickBooks Online migration are quoted separately.
Four steps to a first close
A conversation
Thirty minutes. What's frustrating you about your numbers.
A look at the books
We tell you what shape they're in. However far behind, we've seen it.
A fixed quote
One monthly number, in writing. Cleanup quoted separately.
The first close
Usually within 30 days.
Most firms describe it. We published it.
A complete monthly package for a sample client. Statements, work in process, reconciliations, margin by job, rolling forecast, 13-week cash, and the written commentary that goes with it.
Free, no form.
See the sample package →AI does the production. A CPA does the judgment.
The work a traditional firm bills to a junior staffer, we automate. Reconciliation matching, schedule building, first-pass variance analysis, document handling.
What's left is the part that needed a person anyway. Whether the number is right, and what to do about it. That never leaves us.
It's why two people can run a finance function that would cost you a quarter million to hire.
Past a bookkeeper. Not yet a finance department.
Privately held businesses, $5M to $50M in revenue.
Industry matters less than structure. Whether you run jobs, inventory, contracts, or recurring revenue, the reporting adapts to it.
You talk to a principal. Every time.
As a family office, we're designed to stay small. It caps what we can take on, but we prefer to work closely with our clients so that the person who owns your account is always the same person on the call.
Tell us what's frustrating you about your numbers.
Thirty minutes. No charge.