Choose the Level of Support That Fits Where You Are
STRATEGIC GROWTH PARTNER PACKAGE Executive Financial Leadership Without the Executive Payroll
A fractional CFO and operations leader embedded in your business — driving strategy, not just reporting numbers. Built for businesses ($2M–$20M) outgrowing DIY financial management.
• Strategic financial planning, forecasting, and scenario modeling
• Cash flow management and profitability analysis
• Executive-level decision support for the founder/CEO
• Board-ready reporting and investor communications
BUSINESS ESSENTIALS PACKAGE Reliable Back-Office Support So You Can Focus on Growth
We become your trusted back-office partner, keeping your finances organized and your operations running smoothly so you can spend more time growing your business.
• Monthly bookkeeping, reconciliation, and financial reporting
• Payroll processing and support
• Day-to-day HR administration and compliance filings
• Flat, predictable monthly pricing — no surprise invoices
ON-DEMAND ADVISORY PACKAGE Expert Help Exactly When You Need It
Whether it's cleaning up financial records, implementing software, or tackling a one-time project, our expertise is available when and where you need it — no long-term commitment required.
• Flexible hourly consulting
• Project-based financial and operational support
• Software implementation and automation
• No long-term commitment
Explore Everything We Offer, Service by Service
CFO Services
• Forecast cash flow to stay ahead of shortfalls, not react to them
• Build budgets, long-term financial plans, and growth scenarios you can actually rely on
• Set up the right metrics so you always know the true health of your business
• Prepare your business financially for a sale, merger, or leadership transition
Controller Services
• Streamline your month-end close so reporting isn't a monthly scramble
• Put internal controls in place to reduce fraud risk and costly errors
• Keep your financial reporting accurate, timely, and audit-ready
• Prepare your business for a smooth external financial audit
Bookkeeping Services
• Customer invoicing, payment collection, and vendor bill payments — handled
• Transaction tracking, categorization, and monthly account reconciliation
• Sales tax and property tax filings and remittances, done on time
• Chart of accounts maintenance and clear, ready-to-use financial reports
Payroll Services
• Employee time tracking and on-time payments to employees and contractors
• Payroll tax withholdings, remittances, and 940/941/944 filings
• W-2 filings for employees and 1099 filings for contractors — no missed deadlines
HR Services
• Recruiting, onboarding, and training that sets new hires up to succeed
• Administration of health insurance, retirement plans, and other employee benefits
• Compliance with labor laws and up-to-date employee handbooks
• Support for navigating employee relations issues before they escalate
Administrative Services
• Organized, accessible digital and physical filing systems
• Calendar management, appointment booking, and meeting coordination
• Correspondence handling and email response support
• Paperwork processing and accurate data entry
• Notary services for signed documents, agreements, and legal paperwork
