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Services

Every Piece of Your Finance Function, Handled

Start with one service or hand us the whole back office. Every engagement is fixed-fee, led by a dedicated team, and built to scale with you.

Core services

The Foundation

Bookkeeping

Stop doing your books at midnight. Get a dedicated bookkeeping team that closes your months on time, categorizes every transaction correctly, and hands you financials you can actually trust.

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Accounting

Move beyond basic books. Get accrual-based, GAAP-aligned financials and management reporting that tell you what's really happening in your business — and what to do about it.

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Virtual CFO

A full-time CFO costs $250K+. Get the same strategic firepower — forecasting, fundraising support, board reporting, and a seasoned finance leader in your corner — for a fraction of it.

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Tax

Proactive tax planning, quarterly estimates, and multi-state sales tax compliance — handled year-round, so April is just another month.

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Payroll

Employees paid on time, payroll taxes filed correctly, contractors handled, multi-state rules followed — without you touching a thing.

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FP&A & Reporting

Budgets that mean something, cash flow forecasts you can act on, and dashboards that show the health of your business at a glance.

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Ecommerce

Marketplace settlements, gateway fees, inventory, returns, multi-state sales tax — ecommerce books are genuinely hard. We do them all day, every day.

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Systems & Automation

The right tools, connected correctly: QuickBooks, Xero, or Odoo at the core, automations moving the data, dashboards on top, and controls underneath.

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Specialist expertise

Deep Specializations

Focused practices for the platforms and situations that demand more than generalist knowledge.

Shopify Accountant

Payouts reconciled to orders, real COGS, sales tax handled, and profit-per-product visibility — from a team that lives inside Shopify stores every day.

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Amazon FBA Accountant

Settlement reports decoded, every FBA fee tracked, inventory valued correctly, and reimbursements recovered — accounting built for serious Amazon sellers.

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QuickBooks Experts

Setup, cleanup, migration, or monthly management — certified QuickBooks Online specialists who fix files other bookkeepers gave up on.

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Financial Modeling

Driver-based, three-statement financial models for fundraising, planning, and big decisions — built by people who've sat on both sides of the table.

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Fluent in the platforms you already use

  • QuickBooks
  • Xero
  • Odoo
  • Shopify
  • Stripe
  • Amazon
  • Excel
  • Power BI

Not Sure Where to Start?

That's what the free consultation is for. Tell us what's not working — we'll map the fastest path to fixing it.

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