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.
Nobody sells you the whole thing
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 levels. One fixed fee.
Both of us work every account, and a CPA owns the accounting at every level. What changes between tiers is scope, not staffing.
Monthly close, on time. Reconciliations, AR and AP, statements you can trust.
Plus job and product-line margin, budget vs. actual, and a monthly review call.
Plus rolling forecast, 13-week cash, pricing and hiring analysis, board-ready package.
Cleanup and QuickBooks Online migration are quoted as one-time projects.
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, margin by job, rolling forecast, 13-week cash, and the written commentary that goes with it.
Free, no form.
See the sample package →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 closed your books is always the same person on the call.
Tell us what's frustrating you about your numbers.
Thirty minutes. No charge.