Clean books.
CFO thinking.
Without the headcount.
Operating finance for small businesses doing $1M–$20M in revenue. Monthly close you can rely on. The CFO's view, when the call comes. And the rare advantage of a planner who also sees your household.
Find Your Fit
We take over your entire accounting function — bookkeeping and close, done right. Categorized, reconciled, and reviewed. Closed within 15 business days of month end with a one-page memo flagging anything we noticed.
Cash forecasting, variance analysis, strategy calls, and tactical execution. The seat between your founders and your CPA.
Long-term growth strategy, lender relationships, EOS financial integration, and scenario planning. You have a CFO — you just don't pay full-time.
Reach out. We're happy to understand your situation and tell you honestly whether we can help — and what that would look like.
You didn't start a business to become a part-time CFO.
But somewhere between $1M and $20M, the financials stopped being something you could manage on the side. The books are technically current. You're probably profitable. And you still can't answer the question that keeps you up at night: where is all the cash going?
We work with founder-led businesses that have outgrown their financial infrastructure but aren't ready — or don't need — a full-time hire.
Sixty days from intro to close.
20-minute call, then read-only access to your books. We deliver a written memo on what we find and what we'd change first.
We catch up the prior months — bank recs, categorization, chart of accounts, owner draws sorted. However messy, we get it clean.
Close playbook documented, reporting cadence set, QBO optimized. The infrastructure that makes every future month faster.
Your first clean month closed within 15 business days of month end. The cadence begins.
Six months to get the foundation right.
A defined-scope engagement to clean up the books, implement automation, build a reporting rhythm, and hand off a business that runs cleaner than it did.
Scope and investment discussed at discovery call
Your business and your household, under one roof.
If you also need financial planning for your household, the two sides connect. Your S-corp salary, distributions, retirement contributions, and household plan are modeled in one place — by the same person. No two-system telephone game.
See the households sideTwenty minutes.
We'll tell you what we'd do first.
Bring your last P&L or just bring your questions. No engagement, no commitment.